- Stony Brook University (Stony Brook, NY)
- …administrative leaders to identify funding priorities and translate them into compelling philanthropic opportunities. Serve as a strategic advisor to campus ... with West and East Campus major gift officers, as well as senior academic leadership, to advance institutional priorities through transformational philanthropy. They… more
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Guardian Life (New York, NY)
- As a Senior Manager, External Communications - Financial Advisor Network, you will shape and lead a scalable communications and PR program that empowers our ... a fast-paced environment while managing multiple priorities + A trusted advisor who balances consultation with decisive recommendations + Data-driven and… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book of business which… more
- Customs and Border Protection (Artesia, NM)
- …Step 10). Major Duties Include: Serves as a principal expert advisor and provides authoritative guidance on the comprehensive development, strategic implementation, ... effective relationships with a diverse array of critical stakeholders, including senior officials within the Department of Homeland Security (DHS), other Federal… more
- Truist (Williamsburg, VA)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... guidance in the areas of estate planning, estate administration, charitable, philanthropic , risk solutions, and family governance solutions. 3. Demonstrated ability… more
- Regions Bank (Little Rock, AR)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and ... and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to… more
- Office of the Solicitor (Washington, DC)
- …opinions and providing legal advice or recommendations to clients, judges, and/or senior attorneys; In addition, please address your experience in or familiarity ... (eg Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community; student; social). Volunteer work helps build… more
- US Air Force - Agency Wide (Fort Meade, MD)
- …orally and in writing, as well as work in a professional manner with senior officials from a broad array of activities, including federal and local government, ... (ie, Peace Corps, AmeriCorps) and other organizations (eg, professional; philanthropic ; religious; spiritual; community; student and social). Volunteer work helps… more
- Exploratorium (San Francisco, CA)
- SUMMARY The Senior Development Officer, Planned Giving is a key member of the Institutional Advancement (IA) Department-an energetic and collaborative team of ... of individuals who choose to leave a legacy with the Exploratorium. The Senior Development Officer will manage and grow a portfolio of planned giving donors… more
