- BD (Becton, Dickinson and Company) (Franklin Lakes, NJ)
- …+ Strong analytical skills. + Influence and inspire change. + Collaborate with senior executives, such as the CIO, CFO, CISO business unit heads and strategy ... teams. + Trusted advisor and participant in business and IT initiatives. +...+ Executive presence and comfort interacting with both internal senior leaders and vendor senior leaders. Drives… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- …high-level priorities into actionable initiatives. They will act as a strategic advisor to senior and business leaders, identifying growth opportunities, ... and are performing at a high level. (35%) 2) Product Strategy: Lead product managers, ensuring products...profitability. (20%) 3) Advisory and Collaboration: Act as trusted advisor to senior leadership and business unit… more
- KeyBank (Chicago, IL)
- **Location:** 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of ... offerings and pricing of the competition. ESSENTIAL JOB FUNCTIONS Advisory * Senior level advisor who has significant depth, breadth, and experience to… more
- KeyBank (Portland, OR)
- …every aspect of our clients' financial journey. **JOB BRIEF (PURPOSE)** Serves as the senior account executive and trusted advisor for commercial clients in the ... centers of influence and industry associations. + Serves as the Trusted Financial Advisor to clients, functions as the senior Healthcare Banking client "expert"… more
- Robert Half Finance & Accounting (Fairfax, VA)
- …their financial goals through assessing their needs and providing appropriate financial product solutions. The Paraplanner Financial Advisor will be responsible ... Description Paraplanner Financial Advisor ~ Washington, DC area Financial Services $90k,...business and have the following duties: . Assisting the Senior Financial Planner with daily operations . Building customer… more
- Truist (Atlanta, GA)
- …is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager. The ICG team is comprised of teammates with varied ... firm investment best thinking, industry trends, market events and available product sets. + Maintain working knowledge of related operational procedures, including… more
- Capital One (Mclean, VA)
- Sr. Risk Manager - Data Risk Management As a Second Line Risk Advisor - Data Risk Management (Sr. Risk Manager) at Capital One, you will be acting as a trusted data ... risk advisor to divisions (first line business units) and technology...the second line of defense, you will engage with product and technology partners, providing insight and influencing the… more
- Wells Fargo (Charlotte, NC)
- …financial concepts into actionable strategies for advisors + Proven success in advisor onboarding and enablement, including training, product education, and ... Work directly with Financial Advisors and Area Managers within the Wells Fargo Advisor Premier Channel to facilitate growth across investments and full balance sheet… more
- Bank of America (Chicago, IL)
- …in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management ... coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's… more
- RWE Clean Energy (Chicago, IL)
- …visible role offers direct exposure to the entire RWECE C-suite and senior leadership team, providing a platform for influencing strategic decision-making at the ... the RWECE leadership team as strategic partner and trusted advisor on new compensation strategies or workforce initiatives (eg...+ Lead and support high quality executive leadership and senior management reporting and ad hoc analysis on FTE… more