- Raymond James Financial, Inc. (Locust Valley, NY)
- …* Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * Coordinates preparation of scheduled and ad hoc ... analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides… more
- Vanguard (Malvern, PA)
- This Compliance Senior Advisor will be responsible for leveraging their deep expertise in Artificial Intelligence ("AI") governance, risk, and compliance to lead ... posture is robust against emerging threats. As a key advisor to senior management, they will provide...mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee… more
- JPMorgan Chase (Iselin, NJ)
- …initiatives and execute ongoing processes in Specialty Finance Business Banking the Specialty Finance Advisor Senior role is for you! In this role you will help ... to $20 million in revenue. As a Specialty Finance Advisor in Business Banking, you will provide critical and...appropriate risk protocols and best business practices and maintaining client satisfaction. + Identify client needs, develop… more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains..."book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for… more
- Citigroup (New York, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Neuberger Berman (New York, NY)
- …Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ... client -facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and tools.… more
- Vanguard (Malvern, PA)
- We are seeking a strategic and experienced Senior Risk Advisor within the Financial Advisor Services division to support the Sales and Distribution Strategy ... a strong focus on transformation initiatives. This role will serve as a trusted advisor to senior leadership, helping to identify, assess, and mitigate risks… more
- PDS Defense (Wichita, KS)
- **Other Professional** ** Senior Advisor , Ethics and Compliance - Export Control** Wichita, KS Posted: 12/22/2025 Job Description Job ID#: 214760 Job Category: ... W2 Shift: 1 **PDS Defense, Inc. is seeking a Senior Advisor , Ethics and Compliance - Export...of aircraft parts services export control compliance for the client . Oversee, provide guidance to, and work with export… 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
- Black & Veatch (Fort Worth, TX)
- ** Senior Project Manager and Technical Advisor ** Date: Dec 19, 2025 Location: Dallas, TX, US Fort Worth, TX, US Company: Black & Veatch Family of Companies ... use. \#LI-MG1 **The Opportunity** Black & Veatch has an exciting opportunity for a ** Senior Program Manager and Technical Advisor ** position focused on water and… more