- Atria Wealth Solutions (Marion, IN)
- …services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial picture, assisting ... establishment of financial goals, and the development of a strategy designed to achieve those goals. Via Credit Union...Oversee signature guarantee program and maintain logs. + Maintain Investment Department website. + Ensure the Investment … more
- Wells Fargo (Winter Park, FL)
- …this role:** Wells Fargo is seeking a **Market Growth Director** in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of the ... Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells...participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales,… more
- Shuvel Digital (Washington, DC)
- POSITION OVERVIEW The Washington Area Community Investment Fund (Wacif) seeks a dynamic and experienced full-time Chief Financial Officer (CFO) to join our team. As ... accountability, transparency, and improvement within the Finance department. + Financial Strategy & Planning + Lead the development, implementation, and attainment… more
- Link Solutions Inc (Mclean, VA)
- …to protect the organization's interests. + Contribute to long-term financial strategy through scenario modeling, investment planning, and strategic forecasting. ... + Manage the full contract lifecycle, including proposal development, pricing strategy , negotiation, execution, and modifications. + Support the finance team with… more
- Deluxe (Atlanta, GA)
- …delivers value in the short, medium, and long term + Define the portfolio vision, strategy , and roadmap + Balance investment of money, time, and people in ... + Ensure the product portfolio is profitable and supports the overall business strategy + Define and set KPI's and annual goals, financial and non-financial, across… more
- HUB International (Rockville, MD)
- …numerous retirement plan-related topics, including: + Fiduciary governance and oversight + Investment due diligence + Plan design and strategy + ... all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy : + Talent - the attraction, recruitment, and hiring of the best diverse… more
- BlackRock (New York, NY)
- …we work with purpose. BlackRock is a world-class provider of global investment management, risk management and advisory services to institutional, intermediary and ... exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...internal stakeholders to design and execute an internal communication strategy and plan that aligns with Wellington's strategic priorities,… more
- Scotiabank (Houston, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...global colleagues to ensure deployment of a cohesive, comprehensive strategy , as well as consistency of advice where appropriate.… more
- KeyBank (Blackfoot, ID)
- …will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions ... financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. +...sales production. + Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. +… more