- UMB Bank (Kansas City, MO)
- …net worth clients including: FLP's, LLC's, S-Corps, C-Corps, etc.; Coordination of wealth strategy planning (ie, gift, estate and income tax, retirement ... the workload of trust advisor associates, performing regular capacity planning studies and assigning resources to meet demand +...+ Manage accounts as assigned + Designs and implements strategy to improve service delivery to clients + Provide… more
- First Horizon Bank (Tampa, FL)
- …risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all ... to support client service and business development efforts (eg credit, mortgage, planning , investment, trust and fiduciary services, and insurance services) in a… more
- Cisco (San Jose, CA)
- …and ensuring sustained competitive advantage. **Your Impact** As a Strategy and Planning Manager at Cisco, you will lead projects that identify and evaluate ... onsite in San Jose, CA. **Meet the Team** The Strategy and Planning team at Cisco operates...to extend Cisco's technology leadership and customer relevance, then lead the decision-making, execution and investments to make those… more
- First Horizon Bank (Charlotte, NC)
- …and organizational challenges. + Leads and assists LOBs through annual planning process, including rationalizing corporate plan allocated to LOB and adjustments ... proposed business case financials/value at stake, driving/partnering with LOB in strategy development, leading preparation of presentations regarding new business or… more
- TD Bank (Boston, MA)
- …+ Work performed under minimal management guidance and supervision + Identify and lead problem resolution + Supports and may contribute to communication and change ... of change management best practices (eg stakeholder analysis, gap analysis, change planning , etc.) + Collaborates with the project manager and business sponsor to… more
- TD Bank (West Palm Beach, FL)
- …and assesses the risk associated with policies/programs; escalates as required + May lead a team of Human Resources professionals + Ensures business partners and ... monitor actual results + Leads and follows-up on action planning to address Employee survey results + Analyzes and...leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we… more
- Enterprise Bank & Trust (St. Louis, MO)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we offer… more
- TD Bank (New York, NY)
- …**Job Description:** TD Securities Compliance team is seeking a Director-level candidate to lead the Surveillance Data Quality Team. This is a global role, the ... trade surveillance systems, and regulatory requirements at a large investment bank /systemically important financial institution in the US. Our team of trusted… more
- NBT Bank (Norwich, NY)
- …the organization. Tasks Performed: Third-Party Risk Management (TPRM) - 25% + Lead legal review and negotiation of high-value and complex third-party service ... with external counsel and oversee litigation and alternative dispute resolution strategy . + Identify emerging legal risks and contribute to enterprise risk… more
- Oriental Bank (San Juan, PR)
- We are seeking a highly motivated, dynamic and results-oriented Manager to lead our new strategic branch in Dorado, PR. The Dorado Branch is expected to become a ... position. The Manager, Retail Channels (Branch Manager) will be accountable for planning , executing, and overseeing sales strategies, as well as building a… more