- KeyBank (Portland, OR)
- …range of retail, private wealth management, small business, commercial and investment banking products, consultation and financial advisory services.** We're ... aspect of our clients' financial journey. **JOB BRIEF (PURPOSE)** Serves as the senior account executive and trusted advisor for commercial clients in the healthcare… more
- Robert Half Legal (San Diego, CA)
- …a pivotal role advising key business units on a wide range of broker-dealer and investment advisory compliance issues. The firm has a reputation for internal ... Description Financial Services Company Seeks Senior Attorney Focused on Broker-Dealer Compliance ...legal advisor to the broker-dealer and investment advisory platforms, focusing on regulatory compliance and… more
- SAP (Washington, DC)
- …strategy, and coordinated sales execution. This role is ideal for a senior professional with a proven record of selling transformations and advanced technologies ... decision-makers, and shaping large-scale modernization initiatives. **Key Responsibilities:** **Strategic Advisory & Consulting** + Lead executive-level value conversations with… more
- American Heart Association (Dallas, TX)
- …business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into operational and financial reality. The role ... and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity… more
- Bank of America (New York, NY)
- …transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- CareOregon (Portland, OR)
- …Contract with the Oregon Health Authority. + Oversees cash management, ensures compliance with investment policies, and recommends investment strategies ... the CFO, management, and the Finance & Audit Member Advisory Committee, as well as advises on change. This...plans and budgets; monitors progress and changes and keeps senior leadership abreast of the organization's financial status. +… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...and reporting activities within the US and are in compliance with governing regulations, internal policies, and procedures. The… more
- Thrivent Financial (Minneapolis, MN)
- …s industry knowledge to inform the offering strategy of the various broker-dealer and investment advisory products based on FA and client experience. + Maintains ... processes, and capabilities relevant to broker dealers and Registered Investment Advisors (RIAs). Stay updated on industry competitive intelligence, including… more
- JPMorgan Chase (New York, NY)
- …alignment with business objectives in partnership with JP Morgan Private Advisory leadership - a cross-disciplinary group of specialists focused on delivering ... updated stock plan app), and advice insights via AI. + Collaborate with senior leadership to align product goals with business objectives. **Product Development and… more
- JPMorgan Chase (Chicago, IL)
- …Client Coverage team and elevate your career with unparalleled exposure to senior stakeholders and cutting-edge financial solutions. Be the driving force behind ... Corporate Banking (GCB) and Commercial Banking (CB) businesses to provide business advisory and accounting support. You will be responsible for the accounting and… more