- News Corp (New York, NY)
- …**reporting to the SVP, Investor Relations, helps lead the strategic direction, planning , and execution of the company's global investor relations program. This role ... strategy, and long-term value proposition. The VP, IR is a key advisor to senior management on market perception, shareholder sentiment, and competitive positioning,… more
- BankFinancial (Downers Grove, IL)
- …business owners and their business. As a specialist and trusted advisor , responsibilities include identifying needs, recommending deposit, treasury, and loan ... retaining, and growing core client relationships by fostering a trusted business advisor relationship that leverages all that the Bank has to offer business… more
- CBRE (Dallas, TX)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... Management & Development: * Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship with the client *… more
- Thrivent Financial (Montgomeryville, PA)
- …by listening to client's priorities and financial goals. + Financial planning : create personalized and actionable financial plans that blend advice with ... ideal candidate is: + Independence and drive + Purpose-driven motivation + Planning /Organizing + Analytical Thinker + Client Focus + Communication and Coaching… more
- JPMorgan Chase (Wilmington, DE)
- Join the Digital Central Financial Planning and Analysis (FP&A) team for a dynamic role to act as the trusted advisor to the Digital Finance & Business ... team, you will support optimizing planned spend, acting as a trusted advisor , and being responsible for identifying, escalating, and mitigating financial risks. You… more
- US Foods (Twinsburg, OH)
- …**ESSENTIAL DUTIES & RESPONSIBILITIES:** **Own the execution of Area finance strategy** + Advisor on long-term business financial and strategic planning to the ... the future of the business **Act as a trusted advisor for all things Finance** + Partner with Controller's...coordinate with Area functional leaders on the annual business planning and monthly forecast for the Area. + Be… more
- Thrivent Financial (Hummelstown, PA)
- …customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, ... Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for...indexes, specifically for WRAP accounts + Participate in business planning for the Practice as needed + Counsel and… more
- Insight Global (Fort Worth, TX)
- …this individual will focus on delivering comprehensive investment and financial planning support. Key responsibilities include executing trades and managing model ... Envestnet and Wealthscape, developing and maintaining financial plans in eMoney Advisor , and collaborating with advisors to design tailored investment and retirement… more
- T. Rowe Price (Owings Mills, MD)
- …determined in consultation with the successful candidate. Develop the assigned territory advisor and consultant relationships for the purpose of repeat business and ... lists, based upon defined criteria. + Continually profile key advisor prospects to measure current success against targeted goals...that includes the following: + Bi-Weekly 1 on 1 planning and sales discussions. + Deal specific win strategy… more
- Santander US (Boston, MA)
- …allocation, investment research, portfolio construction, product due diligence, and advisor enablement. They are responsible for overseeing the design, development, ... ETFs, SMAs, alternatives), advisory programs (eg, model portfolios, UMAs), and planning solutions (eg, insurance, annuities, structured products). The CIO ensures… more