- KeyBank (Cleveland, OH)
- …the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position ... a large and complex nature with discretionary latitude for advising, planning and executing investment strategies. Evaluates client goals and objectives, contributes… more
- TEKsystems (Pittsburgh, PA)
- …relationships with Executive-level client stakeholders, acting as a strategic advisor and promoting long-term engagement. * Regularly report on account/program ... to delivery teams to ensure alignment across all client engagements. Strategic Planning & Growth * Contribute to account/program growth strategies by identifying new… more
- Bank of America (Phoenix, AZ)
- …its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment ... as a digital product expert, and working with the Advisor to identify client referrals to other Bank of...day-to-day FA practices and operations + Partners with Financial Advisor teams to educate clients on banking products and… more
- JPMorgan Chase (Newark, DE)
- …product management, and product execution related to wealth management prospect, client, advisor , and service experience. They have a passion and proven acumen and ... capture functional, design, and control/regulatory features across the prospect, client, advisor , and service experience. Build out a multi-year product roadmap and… more
- TD Bank (Charlotte, NC)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... execute on common goals + Focuses on long term planning for functional area + Ability to process and...the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of… more
- Chick-fil-A (Irvine, CA)
- Overview The Business & Relationship Lead is a trusted, strategic advisor who fosters growth in the business by serving as the primary relationship owner between ... Lead will serve as a strategic business partner, building trusted advisor relationships and coaching Operators-including Priority Operators and Strategic Operator… more
- Valvoline Global (Lexington, KY)
- …The **Senior Compensation Manager** serves as a senior expert and strategic advisor within the global Total Rewards function. This role provides high-impact ... **Responsibilities Include** + Serve as a senior subject matter expert and advisor on global compensation strategy, governance, and design. + Lead the development… more
- H&R Block (Overland Park, KS)
- …white glove service, keen assessment skills to ensure proper selection of Tax Advisor match with new client, primary lead on reporting and tracking of Return ... Previous experience in a financial services or Registered Investment Advisor (RIA) business. + Familiar with H&R Block's tax...+ Reviewing referrals and assisting with MyBlock creation. Tax Planning & Consultations + First point of contact for… more
- East Boston Neighborhood Health Center (Revere, MA)
- …an experienced Senior Human Resources Business Partner to serve as a strategic advisor and trusted partner to clinical and operational leaders. This role is ideal ... You'll Do: The Senior HR Business Partner serves as a strategic advisor to leaders, shaping the employee experience, strengthening engagement, and navigating complex… more
- T. Rowe Price (Owings Mills, MD)
- …firm. As the Senior Human Resources Consultant (Sr. HRC), you'll be a senior advisor and trusted consultant on complex people priorities, while serving as the right ... the senior-most HR consultant supporting the HRBP, acting as their delegate and advisor within assigned business units. + Partner closely with business units and the… more