- S&P Global (Boulder, CO)
- …the roadmap. * Leveraging usage analytics to identify trends, inform renewal strategies , and uncover opportunities for adoption or potential upsells. * Developing a ... that insight into practical recommendations, serving as a trusted advisor across client projects and initiatives. * Serving as...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Equitable (Charlotte, NC)
- …join an organization that will help unlock your potential? Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a ... and initiatives. + Participating in the planning and execution of firm advisor conferences. + Reviewing communications and marketing material in relation to various… more
- Scotiabank (Dallas, TX)
- …of the Audit Department in executing its global mandate, ensuring business strategies , plans and initiatives and all audit activities are conducted / executed ... internal policies, and procedures. The Director is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to… more
- Citigroup (Irving, TX)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, ... Client Partnership:** Serve as the primary technical interface and trusted advisor for Citi's platinum clients on Payments platforms, fostering strong relationships… more
- JPMorgan Chase (Boston, MA)
- …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 ... breakthrough growth over the last year. Today, 450 financial advisor firms with $1 trillion in assets (and counting)...+ Monitor transaction costs, slippage, and market impact; assess strategies for enhancement where possible + Work closely with… more
- S&P Global (New York, NY)
- …(eg, C-level executives in Sales and Marketing). You are a trusted advisor , not just a service provider. + **Outstanding client-facing communication skills.** You ... in tracking market performance, evaluating portfolios and developing investment strategies . S&P Dow Jones Indices is a division of...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- HUB International (San Juan, PR)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ ... future job requisitions + Build strong relationships, acting as a trusted advisor and business partner providing consultative recruitment services to guide the… more
- Anywhere Real Estate (Chicago, IL)
- …market trends, competitor moves, and partner activities to inform targeting strategies + Assist in building partner presentations, playbooks, and pipeline reports ... title and settlement services industry. Anywhere Integrated Services is national in scope, but each of its companies are...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- JPMorgan Chase (New York, NY)
- …connected alternatives solutions businesses with over $180 billion in assets, 370+ strategies across every major asset class and over 20,000 funds reviewed through ... will serve as a key point of contact and advisor to the executive management team, providing high-level support,...of capital markets, Alternatives and JP Morgan Asset & Wealth Management, especially the distribution and investment businesses. +… more
- LinkedIn (New York, NY)
- …consulting, accounting, and law firms, as well as financial organizations across wealth management, insurance, and commercial banking - supporting their efforts to ... to establish yourself and the broader LinkedIn team as a trusted advisor to these firms, sharing insights, building business cases, developing deep relationships,… more
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