- Bank of America (San Antonio, TX)
- …its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment ... across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This position is… more
- First Horizon Bank (Greensboro, NC)
- …clients on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance ... in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- BMO Financial Group (San Francisco, CA)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors,… more
- BMO Financial Group (Chicago, IL)
- …with key reporting and analytic partners across the team + Understand the current strategy and planning needs from a variety of US P&BB Marketing team ... **Senior Marketing Manager -** **Forecasting and Scenario Planning ** **U.S.** **P&BB** **Marketing Team** **Level** **7** **Description** We're seeking a dynamic,… more
- Hoar Construction (Atlanta, GA)
- …and public sector work. **Key Responsibilities** + Serve as a trusted planning advisor to clients by providing strategic, technical, and design-forward ... quality control. + Collaborate with the Vice President of Planning Services on overall department strategy , client...President of Planning Services on overall department strategy , client engagement, and team development. + Oversee and… more
- Google (Chicago, IL)
- … for achieving business goals expected for the team. + Develop account planning and customer strategy , establish goals, coordinate resources, and provide ... advertisers, agencies, or clients. **Preferred qualifications:** + Experience building trusted- advisor relationships with C-level executives, and managing multiple projects,… more
- Coinbase (Boise, ID)
- …This role is responsible for developing and executing a comprehensive sourcing strategy to acquire, lease, and manage a company's real estate portfolio. This ... decisions align with the company's business goals, financial objectives, and long-term strategy . The role is less about day-to-day transaction management and more… more
- Sanofi Group (Cambridge, MA)
- …Lead for Respiratory & Gastroenterology will be responsible for the following: **Launch Strategy Support** + Strategic advisor to the Global Respiratory & ... & **Global Gastroenterology TA Head** to develop a launch strategy and plan that matches the ambition of the...functionally. + Develops and leverages insights to optimize launch planning across the launch lifecycle. **Launch Plan Oversight and… more
- Omaha Public Power District (Omaha, NE)
- …seeking its first Vice President, General Counsel to serve as the senior legal advisor to the CEO, Executive Leadership Team, and elected Board of Directors. This ... role is a unique opportunity to shape the legal strategy of one of the nation's leading public power... with legal risk and posture integrated into resource planning . + Elevated governance support for the Board and… more
- Trinity Health (Livonia, MI)
- …quality, safety & financial outcomes in the attainment of mission / business strategy & current / future challenges. Enables & ensures that people, processes, ... of all of Trinity Health & its Ministries. Serves as a high-level, trusted advisor & thought partner to other executives & senior leaders; coaches for development,… more