- Bill and Melinda Gates Foundation (Seattle, WA)
- …needs. + Partner with Leadership and business and technical Product Managers in strategy and planning activities. + Partner with Leadership and Technical Product ... looking for a Salesforce Technical Lead to join our Enterprise Business Applications - Investment Management & CRM Applications team. The mission of our team is to… more
- Deloitte (Miami, FL)
- …in navigating complex growth and divestiture scenarios. Our services encompass M&A strategy and transaction diligence, integration and separation planning and ... Mergers and Acquisitions IT Diligence Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and… more
- Atria Wealth Solutions (King, NC)
- …objectives and goals of the individual, then develop a financial plan or investment strategy to implement. Handle questions and objections professionally. + ... members. In addition, this position will assist clients in the identification, analysis and appropriate investment and insurance activity directed toward… more
- City National Bank (Jersey City, NJ)
- …wealth management operations and subsidiaries. Substantial expertise in advising registered investment advisers and broker-dealers is essential as is the ability to ... they arise, and to provide advice in connection with implementation of overall business strategy for the Bank and its wealth management business. WHAT WILL YOU DO? *… more
- 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, ... 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
- BMO Financial Group (Chicago, IL)
- …reports to senior leadership, outlining sourcing strategies, risk assessments, and investment recommendations for complex deals. + Maintain or refresh Transformation ... roadmap for strategic execution. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …registered investment advisors and introducing broker dealers. + Project planning , budgeting, and implementation. + Leveraging technology to service clients and ... of client product and technology solutions for RCS. This leader drives strategy and business architecture to support key growth objectives of the business.… more
- Global Foundries (Austin, TX)
- …, Margin & Revenue that align to the company's growth and profitability. Support investment analysis on overall Capital and R&D portfolio for current year and ... decisions. Collaborate cross-functionally to define business transformations and drive business- planning activities, including strategy and objectives, annual… more
- Publicis Groupe (Chicago, IL)
- …constant data-driven decision making to embed the use of analytics in media/marketing investment planning and activation + Scope and direct advanced analytics ... is responsible for the application of data-driven insights into Spark Foundry's planning , investment , and measurement processes. Additionally, the role requires… more
- Bank of America (Salt Lake City, UT)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more