- US Tech Solutions (Washington, DC)
- …of our major insurance clients. You will serve as a **trusted advisor ** , collaborating directly with stakeholders to analyze business needs, define requirements, ... and design robust solutions that align with their digital transformation strategies . This role demands **deep expertise in life insurance** , particularly Universal… more
- JPMorgan Chase (New York, NY)
- …standing at the intersection of finance and technology-and at the cutting- edge of wealth management. We've been making rapid progress on our mission: to break down ... growth over the last year. Today, over 450 financial advisor firms with $1 trillion in assets (and counting)...You will understand the trends across the asset and wealth management ecosystem and matching those with 55ip's current… more
- HSBC (Miami, FL)
- … planners, tax advisors and legal professionals to develop wealth planning strategies + Position himself/herself as a key advisor by providing compliant, ... with respect to the value of Life Insurance in estate planning, wealth preservation and liquidity creation + Develop individualized/bespoke proposals for clients and… more
- Somatus (Mclean, VA)
- …management, career development, and succession planning. + Serve as a strategic advisor to leaders, aligning talent strategies with both immediate and ... You** We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and...The HRBP will be responsible for implementing proactive talent strategies that align with organizational objectives and support a… more
- Insight Global (Fort Worth, TX)
- Job Description Insight Global is seeking a Lead Trader to join a boutique wealth management firm in Fort Worth, Texas. In this role, this individual will focus on ... Envestnet and Wealthscape, developing and maintaining financial plans in eMoney Advisor , and collaborating with advisors to design tailored investment and retirement… more
- Citigroup (New York, NY)
- …reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
- Citigroup (Miami, FL)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... development needs - and translating these insights into actionable strategies with the executive team. + Build and scale...Partnership & Culture Building: + Serve as a strategic advisor to the CEO and executive leadership, aligning people… more
- Conagra Brands (Chicago, IL)
- …you will lead the development and execution of external communication strategies that support Conagra's business objectives and enhance the company's reputation. ... You will serve as a trusted advisor and spokesperson, managing high-visibility initiatives across media relations, thought leadership, sustainability, and crisis… more
- HUB International (Nashville, TN)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 600+ ... **SUMMARY:** The Strategic Human Resources Business Partner (HRBP) is a collaborative advisor and consultant to business leaders creating and driving talent … more