- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Equitable (Charlotte, NC)
- …and adherence to best practices. + Provide oversight and final approval of financial planning and investment advisory activities. + Monitor and enforce ... for escalations, complex case reviews, and regulatory inquiries. + Lead and mentor Advisors through the financial ...initiatives. + Oversee updates to asset allocation models and risk tolerance questionnaires. + Lead or contribute… more
- Eliassen Group (Cincinnati, OH)
- …thousands of companies reach further and achieve more with their technology solutions, financial , risk & compliance, and advisory solutions, and clinical ... ** Lead Quality Assurance** **Cincinnati, OH** **Type:** Contract **Category:** Engineer **Industry:** Financial Services **Reference ID:** JN -102025-104195… more
- Cleveland Clinic (Cleveland, OH)
- …minimizing financial and legal exposure. + Maintain the SAM risk register, addressing license non-compliance, shadow IT, and EOL vulnerabilities. + Ensure ... + Manage the Non-Standard Software Request (NSSR) process, evaluating business needs, security risk , and financial impact. + Escalate any issues or concerns to… more
- ICF (Alexandria, VA)
- Description ICF is seeking an experienced Project Management Lead to support a Defense Human Resources Activity (DHRA) cybersecurity program. In this role, you will ... lead the planning, coordination, and execution of multiple IT...change-control activities across workstreams to manage scope and performance risk . + Provide administrative and technical guidance on project… more
- Bristol Myers Squibb (Cambridge, MA)
- …R&D portfolio goals. + Effectively engages cross company expertise and utilizes advisory groups and governance bodies to define, revise and champion asset ... develops strategy for orphan drug designation. + Engages with Health Authorities and/or Advisory Committees in the design of clinical trials and endpoints. + Leads… more
- Citigroup (Irving, TX)
- The Senior Lead Counsel 1 is a senior level position responsible for providing Citi businesses and functions with legal counsel and thought leadership on all matters ... strategic decisions, exercising sound legal judgement to develop proactive, risk -appropriate, and commercially business-oriented solutions. Responsibilities: + Responsible for… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- M&T Bank (New York, NY)
- …leadership and will play a critical role in shaping legal strategy and risk management across Wilmington Trust. **Primary Responsibilities:** + Perform a variety of ... senior leadership, offering proactive legal guidance that supports business growth and risk mitigation. + Assist with oversight of legal support for institutional… more
- Charles Schwab (Orlando, FL)
- …include developing deep relationships with practice clients to reduce attrition risk , encouraging asset consolidation, introducing to advisory services, and ... **Your opportunity** International Financial Consultants manage a practice of HNW international...securities industry required + 3+ years' demonstrated experience introducing advisory products and services to international clients (wealth and… more