- RKON (Chicago, IL)
- …IT provider. The Senior vCISO is backed by a broader Security Advisory team including analysts, GRC specialists, offensive security testers, and other senior ... firms or any third parties. About the position: The Senior vCISO Advisor serves as a fractional Chief Information...security leadership, enterprise risk governance, and compliance oversight, independent of any managed… more
- Wells Fargo (St. Louis, MO)
- …military experience, education. **Desired Qualifications:** + 6+ years securities brokerage and investment advisory services experience + FINRA Series 7 + In ... **About this role:** Wells Fargo is seeking a ** Senior Relationship Manager** to join the First Clearing team. This individual will play a critical role in managing… more
- S&P Global (New York, NY)
- …the Role:** **Impact:** Reporting to the Global Head of Ratings Strategy, the Senior Director of Strategy and Business Development will be responsible for leading ... They will be responsible for leading key strategic initiatives, strategic advisory , and process improvement across the organization in close partnership with… more
- Citigroup (New York, NY)
- …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- KeyBank (Tarrytown, NY)
- …FUNCTIONS** ** Advisory ** + Responsible for overall portfolio construction and investment strategy needs of clients. + Reviews, monitors and modifies ... Plains Road, Tarrytown New York **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs… more
- Cherry Bekaert (Spring, TX)
- **Description** As a Senior Manager in our International Tax Services Group (ITAX), you will play a pivotal role in delivering innovative global tax solutions to our ... of international tax services for multiple clients, including planning, consulting, and compliance . + Advise multinational companies on the tax implications of their… more
- Wells Fargo (Newport Beach, CA)
- …Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business. + This role requires a FINRA supervisory license and ... ensure the firms' requirements for supervision are in adherence with regulatory, compliance and legal requirements. The Senior Supervisory Control Specialist… more
- KeyBank (Brooklyn, OH)
- …advisor and client experiences, and ensuring robust, compliant platforms for investment and advisory services. **Key Responsibilities:** + **Technology Strategy ... Champion emerging technologies (AI, analytics, APIs) to improve personalization, advisory efficiency, and operational automation. + **Regulatory Compliance :**… more
- KeyBank (Portland, ME)
- …responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth ... of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy… more
- Southern California Edison (Pomona, CA)
- …while providing strategic insights that guide executive decisions and ensure regulatory compliance . As a Financial Analysis, Senior Advisor, your work will ... Join the Clean Energy Revolution Become a Financial Analysis, Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this role, you'll… more