- Citigroup (New York, NY)
- …+ Drives innovation on the solutions provided to clients while structuring deals to balance risk and reward. + Serves as strategic advisor to clients and the ... strategy across a segment or multiple geographies + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more
- Wells Fargo (North Wilkesboro, NC)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- Point32Health (Canton, MA)
- …solutions that improve operational efficiency and compliance. Serve as a strategic advisor for configuration governance, risk mitigation, and resource planning, ... functional areas across forums; communicates and manages plans, status, risk mitigation. + Proactively works cross-functionally to identify and manage… more
- World Insurance Associates, LLC. (West Warwick, RI)
- …specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their ... & HR solutions. Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial… more
- Jacobs (Jacksonville, FL)
- …and budget targets while upholding Jacobs' standards for health, safety, quality, and risk management. * Serve as a trusted advisor to clients, understanding ... teams. * Strong understanding of project delivery tools, metrics, and risk management. * Excellent communication, leadership, and client relationship skills. *… more
- Wells Fargo (Boston, MA)
- …proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as ... an advisor to senior leadership to develop, influence, or lead...all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's… more
- Bank of America (San Diego, CA)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ensure Financial… more
- JPMorgan Chase (New York, NY)
- …Management. You will work closely with business colleagues, acting as a trusted advisor and collaborating with Compliance, Risk , and Controls functions to ensure ... advice and help drive JP Morgan Wealth Management's success. As a trusted advisor , you'll work alongside top professionals in a dynamic, collaborative, and inclusive… more
- KeyBank (Brooklyn, OH)
- …management business. This role focuses on driving digital transformation, enhancing advisor and client experiences, and ensuring robust, compliant platforms for ... management objectives, including digital client engagement, portfolio management, and advisor tools. + **Platform Modernization:** Oversee modernization of legacy… more
- Wells Fargo (Davidson, NC)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more