- TD Bank (Gilford, NH)
- …a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need ... a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the...degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series… more
- TD Bank (Burlington, VT)
- …a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will ... Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as… more
- Compass Group, North America (Houston, TX)
- …markets (regional and global experience preferred). + Strong background in data analysis , strategic investment planning , and operational solution design. ... leadership and external clients at regional and global levels. + Lead strategic investment planning and ensure the optimal deployment of resources to achieve… more
- Guardian Life (New York, NY)
- …client portfolios + Partner with research and due diligence team for review and strategy of portfolio analysis . + Maintain activity and KPIs through consistent ... products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products… more
- Koniag Government Services (Fort Meade, MD)
- …to the Agency's strategy and or funding requirements. + Conducts analysis of budget artifacts (Advana/Qlik Sense Hub; investment descriptions, categorization ... of service and agency efforts to investment descriptions, Congressional Budget Justifications, budget baselines, etc.) +...funding documents. **Requirements:** + 10+ years of DoD financial planning and analysis experience + 5+ years… more
- Koniag Government Services (Fort Meade, MD)
- …to the Agency's strategy and or funding requirements. + Conducts analysis of budget artifacts (Advana/Qlik Sense Hub; investment descriptions, categorization ... of service and agency efforts to investment descriptions, Congressional Budget Justifications, budget baselines, etc.) +...funding documents. **Requirements:** + 5-9 years of DoD financial planning and analysis experience + Knowledge of… more
- Reynolds American (Winston Salem, NC)
- …Director of Learning and Development will lead a team in the overall strategy , architecture and deployment of learning and development. This role requires a strong ... and Business functions to deliver and enable a learning and development strategy with solutions tailored to the organizations transformation and capability plans… more
- Guardian Life (New York, NY)
- …Corporate Development and will lead a team of colleagues responsible for overall strategy development and planning as well as prioritizing and leading ... and collaborative Head of Strategic Growth Initiatives leader for Guardian's Strategy and Corporate Development Team. The role reports to Guardian's Head… more
- Boys & Girls Clubs of Hartford (Hartford, CT)
- …and meeting agendas, and selecting and engaging outside consultants/services (auditors, investment advisors). + Oversee long-term budgetary planning and cost ... and the building of an effective team dynamic. Strategic Planning + As a business partner to the CEO...organizational performance against both annual budget and BGCH's long-term strategy . + Develop tools and systems to provide critical… more
- The Coca-Cola Company (Atlanta, GA)
- …activities for the team, as needed. **What You'll Do for Us** + **Financial Planning & Analysis ** - LRP/BP planning , system economics, insights, performance ... hoc + **Investments** - Direct Marketing Expense (DME) allocation strategy , innovation value chains, Investment ROI (return...innovation value chains, Investment ROI (return on investment ), brand contribution analysis , ad hoc +… more