- RGP (Tukwila, WA)
- …Partner with operations on throughput, labor productivity metrics, fulfillment center investments , and logistics optimization. + Support financial evaluation of ... RGP i seeking Fractional CFO Consultant to partner with the CEO and executive...transition and momentum. The fractional leader will provide high-level financial strategy, operational finance oversight, FP&A leadership, risk and… more
- Truist (Oakton, VA)
- …of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and ... CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R). 4. Completion of Leadership Development Program or… more
- BlackRock (Chicago, IL)
- **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and ... retail clients. As of December 31, 2024, BlackRock's AUM...accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also… more
- EPAM Systems (New York, NY)
- …Account Management roles + 10+ years of experience working in and/or consulting for retail banks, investment banks, wealth managers, or asset managers + 5+ years ... complex problems. Years of expertise in a combination of information technology, retail banking, wealth management, asset management, and capital markets. If this… more
- TIAA (Charlotte, NC)
- …Director of Operations, Execution, and Risk. This person would ensure that investment and business processes are efficient, scalable, and aligned with regulatory and ... operational excellence. The responsibilities would fall into three categories: 1) Investment and Business Risk Management; 2) Reporting and Oversight; 3) Practice… more
- Comerica (Bloomfield Hills, MI)
- …courteous responses to clients. Organize client files and set up systems to assist Financial Consultant with regular follow up. Research and resolve complex and ... office initiatives. The SA role assists one or more Financial Consultants (FC) in a Retail , High...in customer contact + 2 years of experience in investments /brokerage industry and securities regulations + 2 years of… more
- Salt Lake City Corporation (Salt Lake City, UT)
- …Researches, prepares, and presents budget/revenue projections and miscellaneous investment / financial analyses. Formulates and presents recommendations relating ... and increase revenues, evaluates current and proposed concessions, negotiates financial lease terms, establishes performance standards, and monitors concession… more
- PennyMac (Tampa, FL)
- …Day The role of the Mortgage Loan Officer is to serve as a trusted financial consultant , engaging existing customers in our $700B+ serviced portfolio via phone ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform...servicing of US mortgage loans and the management of investments related to the US mortgage market. At Pennymac,… more
- JPMorgan Chase (Columbus, OH)
- … subject areas + 4+ years of full-time work experience, ideally in retail finance, investment banking, consulting or strategy in quantitatively focused role ... Join our Treasury Analytics team and help drive peer analytics and financial analysis framing our perspectives to senior management. Your input will contribute… more
- Henry Ford Health System (Troy, MI)
- GENERAL SUMMARY: The Transaction Flow (TF) Consultant is responsible for leading and supporting teams through the design and implementation of initiatives that focus ... multi-disciplinary, team-based root cause analysis of edits and denials. TF Consultant should utilize knowledge of Epic optimization to implement identified… more