- Charles Schwab (Westlake, TX)
- … service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth ... Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting...Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped… more
- TEKsystems (Scottsdale, AZ)
- …with the firm's policies and procedures to protect the client, the advisor and the firm. Responsibilities: -Coordinates receipt of submissions via Support Center. ... include, but not limited to, variable annuities, indexed-linked annuities, fixed -indexed annuities, and non-traded alternative investments. -Reviews paperwork for… more
- Huntington Ingalls Industries (Columbia, MD)
- …#Mid-Senior Level Essential Job Responsibilities + Serve as a core contractual business advisor to line management (VP of Operations , Senior Directors, Program ... 7,000 professionals worldwide delivers all-domain expertise and advanced technologies in service of mission partners across the globe. Mission Technologies is… more
- The MITRE Corporation (Mclean, VA)
- …a Lead Financial Analyst to support the Program Finance Team, as a trusted advisor in support of the MITRE Sector Financial Management organization. As a Lead ... Managers, and Project Leaders - playing a key part in the business operations functions that maximize MITRE's value to our government sponsors. This position is… more
- City National Bank (Newark, DE)
- …risk, reporting, and escalation*High Profile and High Net Worth Client and Advisor service *Data driven approach to safety, soundness, planning, and ... and in a professional setting.Specific rotational roles will include, but not limited to:* Operations and client & colleague service support for our 3 business… more
- JPMorgan Chase (Boston, MA)
- …for enhancement where possible + Work closely with portfolio managers, client service , operations , and compliance teams to ensure seamless trade workflows. ... JP Morgan, we've experienced breakthrough growth over the last year. Today, 450 financial advisor firms with $1 trillion in assets (and counting) are using 55ip. As… more
- National Nuclear Security Administration (Washington, DC)
- …duties: Manages the activities of the NA-92 and serves as the principal advisor to the Associate Administrator and Deputy Associate Administrator of the Office of ... transformation and transition of construction management planning, execution, and operations to a more centralized, federally-managed and involved enterprise. Leads… more
- Exelon (Plymouth Meeting, PA)
- …in being inclusive and creative, and value safety, innovation, integrity and community service . We are a Fortune 200 company, 19,000 colleagues strong serving more ... improvement and innovation (5%) + Provide direction to HR Operations Support Specialist (5%) **Job Scope** + Interacts with...performance management, + Ability to serve as a trusted advisor dealing directly with client leads to build consensus,… more
- PNC (Pittsburgh, PA)
- …but not limited to model portfolios/UMAs, mutual funds/ETFs, alternatives, equity, and fixed income. This role will be responsible for turning market insight and ... and will partner closely with Portfolio Construction, Investment Strategy, Operations , Technology, Risk/Compliance, Finance, and Legal to deliver differentiated… more
- TEKsystems (Scottsdale, AZ)
- Employment Type: Full-Time About the Role The Operations Coordinator works closely with Sales Supervision Principals to ensure efficient workflows through timely ... with industry standards and firm policies while delivering exceptional customer service . Key Responsibilities + Coordinate receipt of submissions via Support Center.… more