• JP Morgan Advisors - Relationship Manager

    JPMorgan Chase (Portland, OR)
    …across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning , ... you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with...affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients,… more
    JPMorgan Chase (11/16/25)
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  • Client Relations Associate I

    First National Bank of Omaha (Omaha, NE)
    …awareness of the administrative risk associated with account administration. + Assist Advisor (s) with the financial planning process, including data collection ... when necessary for more complex customer issues. + Assist Advisor (s) with the planning , coordination and execution of marketing plan and customer touchpoints.… more
    First National Bank of Omaha (12/17/25)
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  • Account Executive, Majors - Boston

    Zscaler (MA)
    …+ Collaborate with our teams to meet customer needs and contribute to account planning + Be a trusted advisor , understanding client businesses and aligning ... goals and how technology can facilitate them + Proficiency in strategic sales planning with experience closing net new logos + Experience meeting or achieving sales… more
    Zscaler (12/18/25)
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  • Senior Finance Manager

    Intuit (Mountain View, CA)
    …of the GBSG Mid-Market Finance team as a Sr. Finance Manager. **Responsibilities** + **Strategic planning ** : Be a trusted advisor to the US Marketing + Product ... requirements. Lead high-impact initiatives aimed at scaling financial insights and planning capabilities as the business grows. + **Financial reporting** : Prepare… more
    Intuit (10/21/25)
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  • Chief Port Operating Officer

    Massachusetts Port Authority (South Boston, MA)
    …Deferred Compensation Plan (457b) with employer match * SMART Plan retirement plan advisor /financial planning * Discounted MBTA passes * Public service loan ... primary accountabilities include: + Operational Leadership and Effectiveness + Strategic Planning , Financial Management & Vendor Relations + Cruise & Cargo… more
    Massachusetts Port Authority (10/17/25)
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  • Regional Sales Manager - PNC Wealth Management

    PNC (Denver, CO)
    …clients meet their savings, investing and retirement goals. Our team of financial planning experts support our advisor teams in creating personalized solutions ... in support of our clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested… more
    PNC (10/10/25)
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  • JP Morgan Advisors - Senior Client Associate

    JPMorgan Chase (Boca Raton, FL)
    …across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning , ... Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients regarding money… more
    JPMorgan Chase (12/12/25)
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  • JP Morgan Advisors - Senior Client Associate

    JPMorgan Chase (Houston, TX)
    …across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning , ... Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients regarding money… more
    JPMorgan Chase (11/22/25)
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  • Principal Financial Analyst

    Intuit (Mountain View, CA)
    …Analyst supporting our Big Bet 5 (Mid-Market). Main responsibilities include: + Strategic planning : Be a trusted advisor to the leadership team to develop ... and refine our 1- and 3-year strategic plans, proactively highlighting risks and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business modeling expertise. + Operational Excellence: Partner… more
    Intuit (10/21/25)
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  • Staff Financial Analyst

    Intuit (Mountain View, CA)
    …to think bolder, move faster, and have a big impact. **Responsibilities** + **Strategic planning ** : Be a trusted advisor to the QuickBooks Workforce Solutions ... leadership team to develop and refine our 1- and 3-year strategic plans, proactively highlighting risks and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business modeling expertise. +… more
    Intuit (10/21/25)
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