- ADP (Miami, FL)
- …+ Process: Designs, develops and implements procedural changes geared at improving productivity, quality levels and client satisfaction in support of ADP ... ADP is hiring a HR - Benefits Analyst III. **At ADP we are driven by your success.** We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you… more
- NBT Bank (Burlington, VT)
- …FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to ... This job includes a base rate plus commissions. Total Potential Annual Earnings: $60,450 - $520,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus on retention… more
- Vanguard (Malvern, PA)
- …will include: + Serving as an experienced advisor to the business, interfacing regularly with business unit stakeholders, risk and legal partners, and other ... compliance colleagues. + Overseeing the design, implementation execution, and maintenance of compliance policies and procedures. Support new compliance standards. + Participate in research, interpretation and implementation of compliance processes associated… more
- Citigroup (San Francisco, CA)
- …+ Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. + Manage accounts of high ... net worth investors and jointly develop financial strategies with the Private Bankers. + Conduct sophisticated economic and financial market analyses. + Analyze economic trends/activities and advise the effects on the investors' portfolios + Recommend changes… more
- Citigroup (New York, NY)
- …+ Directly supports a C16 level manager and generally supports an entire department + Manages day to day calendar(s) of senior management + Coordinates all aspects of ... executive level manager appointments, meetings, receptions and conference calls + May prepare and review materials and correspondence for meetings + Assist with creation/modification of presentations, spreadsheets, and other various documents + Coordinates… more
- JPMorgan Chase (Columbus, OH)
- …+ Develops a product strategy and product vision that delivers value to customers + Lead discovery efforts and market research to uncover client pain points and ... industry trends, and integrating these insights into the product roadmap. + Own, maintain, and develop a product backlog focused on features and enhancements that support our check deposit and fraud risk strategy. + Build frameworks and track key success… more
- JPMorgan Chase (Summit, NJ)
- …of this role are as follows:** Technical and Risk Management + Work with the Account Opening Group to open trust accounts + Interpret the governing instrument and ... The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most… more
- Truist (Nashville, NC)
- …The Central Supervisor will work closely with Truist Private Financial Advisors, CSAs, Regional Operations Managers and Complex Managers. The individual will be a ... **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application… more
- Thrivent Financial (Quincy, IL)
- …Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of ... the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer… more
- TD Bank (Shrewsbury, MA)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year ... with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves...Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects… more
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