- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax professionals (eg ... guidance for financial advisors and their clients. + Frequent participation in advisor education events and client meetings to facilitation asset growth and… more
- JPMorgan Chase (New York, NY)
- …strategy, architect high-impact portfolios, and inspire senior leaders as the trusted advisor who turns data-driven insights into enterprise-wide results. Join us to ... deliver maximum strategic and financial value. You will be the trusted advisor who connects AI capabilities to tangible business outcomes, moving critical work… more
- HCA Healthcare (Nashville, TN)
- …Infrastructure Financial Strategy Consultant will serve as a trusted strategic advisor and financial modeler for HCA Healthcare's Infrastructure portfolio - ... Consultation and Financial Strategy * Serve as a strategic advisor to IT Leadership, using clear and concise storytelling...* Honor our Mission and Values: Ability to build trust and act with authenticity to cultivate a culture… more
- Zscaler (IL)
- …**Zscaler** Zscaler is a pioneer and global leader in zero trust security. The world's largest businesses, critical infrastructure organizations, and government ... Distributed across more than 160 data centers globally, the Zscaler Zero Trust Exchange platform combined with advanced AI combats billions of cyber threats… more
- RELX INC (Horsham, PA)
- …and maintenance of secure, scalable identity solutions in support of a Zero Trust Architecture (ZTA) initiative. You will be at the forefront of all IAM ... this position. You must successfully pass a background investigation and achieve Public Trust security clearance. Must be located near the Horsham, PA location for a… more
- Truist (Atlanta, GA)
- …description:** Responsible for supporting the coordinated delivery of estate and trust administration. Provide support to Estate Advisors in the administration of ... may change from time to time. Assist the Estate Advisor in managing the death settlement duties, such as:...years in the role as an Estate Support Specialist, trust experience, investment, banking or financial planning-related client service… more
- KeyBank (Tarrytown, NY)
- …to actualize client aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as ... net worth book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client Focus** -… more
- AON (Chicago, IL)
- …the lives of people around the world. As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and ... some of the world's largest businesses, becoming a trusted advisor for the Technology industry in ways that transform...the world. As an organization, we are united through trust as one inclusive team, and we are passionate… more
- University of Colorado (Aurora, CO)
- …Executive Strategist for Philanthropic Program Development serves as a senior advisor , strategic partner, and hands-on operational leader, personally driving and ... analysis, human resources, data, and technology. This role fosters trust -based collaboration across academic, clinical, educational, and administrative domains. The… more
- Edward Jones (Dallas, TX)
- …for clients. Setting expectations with tax planning/legal service provider, client, financial advisor , and High Net Worth team to deliver timely advice and ... in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc.)… more