- Charles Schwab (Chicago, IL)
- …vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy . + Excellent oral and written communication skills. + ... 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. +… more
- Robert Half Finance & Accounting (Boca Raton, FL)
- …we're building a finance and accounting team that is as forward-thinking as our investment strategy . This is an exciting opportunity for a talented accounting ... + Prepare quarterly and annual financial statements for funds and investment entities. + Support investor reporting, capital calls, and distribution notices.… more
- Intuit (Mountain View, CA)
- …financial models to analyze complex business scenarios that drive and inform our investment strategy to drive customer growth, AI-enabled productivity and other ... or equivalent tenure from related positions in corporate finance, consulting, or investment banking + Advanced Proficiency in Microsoft Excel to analyze complex… more
- Robert Half Finance & Accounting (Bloomington, MN)
- …firm. The ideal candidate will have an exceptional understanding of financial planning, investment strategy , and confidence in conveying client objectives to the ... and objectives. + Collaborate with the team to design effective financial and investment options to meet client goals. + Maintain high levels of confidentiality and… more
- JPMorgan Chase (New York, NY)
- …compelling storytelling to influence key business decisions and guide the firm's AI investment strategy + Forge strategic partnerships across all Lines of ... Drive the future of AI at scale-lead transformative strategy , architect high-impact portfolios, and inspire senior leaders as the trusted advisor who turns… more
- Medtronic (Lafayette, CO)
- …of the annual marketing plan for demand generation, including budgeting, forecasting, and investment strategy . + Define and evolve the value proposition and ... stakeholder strategy in alignment with customer feedback, clinical needs, and...feedback, clinical needs, and business goals. + Own pricing strategy , product lifecycle management, and ensure StealthStation (TM) remains… more
- J&J Family of Companies (Titusville, NJ)
- … strategy . + Collaborate with business partners to craft and influence investment strategy across promotional channels based on output from predictive models, ... the way. Learn more at https://www.jnj.com/innovative-medicine The AI Products & Strategy team harnesses powerful machine learning insights to drive meaningful… more
- AON (Chicago, IL)
- …ensure the portfolio of initiatives identified for execution are in line with strategy , investment guidelines and deliver business outcomes. + Develop strong ... portfolio of initiatives identified for execution are in line with strategy , investment guidelines and deliver business outcomes. + Develop strong relationships… more
- JPMorgan Chase (New York, NY)
- …skills** + 6+ years of experience in strategy consulting, corporate strategy , startups (FinTechs), investment banking, private equity / venture capital, ... When someone joins the Chase Strategy team, they accelerate their career by working...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Cargill (Wayzata, MN)
- …with business and digital technology leadership to develop and prioritize an investment portfolio aligned with business strategy . Additionally, the Director will ... **Job Purpose and Impact** **The Director Digital Strategy and Execution** will be responsible for creating...for creating and executing the Digital Technology and Data Strategy for Cargill Animal Nutrition and Health's (ANH) North… more