- Robert Half Finance & Accounting (San Francisco, CA)
- …families with a comprehensive suite of services, including investment management, financial planning , lending strategies, and bespoke family office solutions. ... Description Senior Client Associate - Family Office...members + Exposure to complex wealth strategies and customized planning initiatives + Flexible vacation policy, sabbatical program, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …clients with a full suite of services including investment management, financial planning , lending strategy, and bespoke family office solutions. ... Description Senior Client Associate - Wealth Management...members + Exposure to complex wealth strategies and bespoke planning initiatives + Flexible vacation policy, sabbatical program, and… more
- TD Bank (New York, NY)
- …who can provide you more specific details for this role. **Job Description:** This Senior Compliance Officer is a key member of the TDS US Compliance Monitoring & ... creation. + Monitor and communicate program effectiveness to stakeholders and senior management to ensure program viability and coverage integrity. + Communicate… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …and ensuring the timely submission of compelling proposals and complex narrative and financial reports. The Senior Associate Director is responsible for ... are available at The Carter Center (http://www.cartercenter.org/) . **SUMMARY:** The Senior Associate Director, Foundations, Corporations & Government Relations… more
- UMB Bank (Kansas City, MO)
- …of Role: Individual contributor, experienced Area of Responsibility and Purview: Deliver financial planning services to Private Wealth Management clients Role ... family client segments as a client-facing Wealth Planner + Senior mentor for other financial planners on...on the team; regularly provides guidance and feedback on financial planning best practices + Point of… more
- The Walt Disney Company (San Francisco, CA)
- …operational rigor to surface insights, frame trade-offs, and guide decision-making for Disney's senior leadership. As a Senior Associate Product & Technology ... Strategy you will guide the CPTO's agenda from initial planning to execution. You will define the strategic direction...performance updates, and investor narrative discussions with Disney's most senior leaders up to, and including, the CEO and… more
- Crane Aerospace & Electronics (Burbank, CA)
- …training of key personnel in general ledger, cost accounting, accounts receivable, Capital planning and Financial Planning & Analysis responsibilities + ... and procedures; Working knowledge of Oracle; standard accounting, budgeting and financial planning , Government accounting, Wire transfers and certain treasury… more
- JPMorgan Chase (Plano, TX)
- …services or digital product management, preferably with experience in wealth management, financial planning , asset management, digital banking, or a closely ... business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth...of advanced technology and bring them to market. The Senior Product Associate will play a pivotal… more
- JPMorgan Chase (Plano, TX)
- …with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial Bank you will serve as a key liaison ... satisfaction. **Job Responsibilities** + Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities +… more
- Bristol Myers Squibb (Cambridge, MA)
- …personal lives. Read more: careers.bms.com/working-with-us . **Position Overview** : The Associate Director, Business Analyst in the LIMS/ELN Product Team will play ... Management Systems (LIMS) and Electronic Laboratory Notebooks (ELN). This hands-on senior role involves working with researchers, lab personnel, and IT teams… more