- KeyBank (Salt Lake City, UT)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- Ankura (TX)
- …actionable insights that drive informed decision-making and value creation. Role Overview The Senior Managing Director - Valuations is a senior executive role ... million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be a hands-on… more
- Vanguard (Chesterbrook, PA)
- …is hiring a Senior Manager in Audit Services for the Global Investment and Financial Audit Services (GIFAS) team! This is a high-impact, people leader role ... portfolio management, trading, and enterprise risk management functions. As a trusted advisor , you'll influence senior leadership and help strengthen Vanguard's… more
- JPMorgan Chase (New York, NY)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- Raymond James Financial, Inc. (Boston, MA)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial … more
- AssistRx (Orlando, FL)
- …intersection of finance, operations, and strategy. You will be a trusted advisor to senior leadership-owning financial planning, strategic modeling, and ... innovation through data-driven insight and strategic partnership. About the Role The Senior Manager, Strategic Finance is a high-impact role designed for a strategic… more
- Realtor (Austin, TX)
- …building the financial foundation for this emerging business, partnering directly with senior leaders to guide strategy, assess investment opportunities, and ... making the right connections, and building confidence through expert guidance. ** Senior Financial Analyst** at **Realtor.com** **(R)** At Realtor.com(R), our goal is… more
- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal ... a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing financial plans created… more
- Lenovo (Morrisville, NC)
- Global eCommerce Senior Strategy Manager **General Information** Req # WD00085952 Career area: Marketing Country/Region: United States of America State: North ... software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable,… more
- Sysco (Houston, TX)
- **Scope** **:** The Sr. Director, Enterprise Finance & HR Technology is a senior leader responsible for setting the vision, strategy, and execution of enterprise ... cross-functional alignment. With a focus on executive relationship management, the Senior Director partners closely with C-suite leaders, Finance, HR, and Technology… more