- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …provides comprehensive trust and fiduciary services including custodial accounts, wealth management , and specialized investment administration. Chartered in ... and their dependents and function as the clients' trusted advisor , anticipating their wealth planning needs; +...as the clients' trusted advisor , anticipating their wealth planning needs; + Coordinate fiduciary and administrative services… more
- S&P Global (Centreville, VA)
- …of Staff works directly with the EVP, Chief Legal Officer, as an advisor and thought partner, supporting the overall effectiveness and operations of the department ... to the Chief Legal Officer will serve as a key strategic partner and advisor to the Chief Legal Officer, driving operational efficiency and supporting the execution… more
- JPMorgan Chase (Boston, MA)
- …means standing at the intersection of finance and technology-and at the cutting-edge of wealth management . We've been making rapid progress on our mission: to ... growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting)... management , quantitative research, or portfolio analytics within asset/ wealth management or FinTech + Experience building… more
- DriveTime (Mesa, AZ)
- …(Or Better Known as, Your Next Destination)** In short, the Online Experience Advisor contacts customers who have expressed an interest in purchasing a vehicle from ... DriveTime. The Advisor works from a centralized location and is evaluated...and competence for a wide variety of audiences including management . + **Timely.** We don't believe in being "fashionably… more
- Customs and Border Protection (Washington, DC)
- …DC Responsibilities In this position, you will act as the senior technical advisor on protocol and lead the planning, coordination, and execution of high-level ... Patrol. Typical duties will include: Serving as senior technical advisor for the USBP protocol program to assist in...the federal service) by 01/09/2026. The Office of Personnel Management (OPM) must authorize employment offers made to current… more
- Talence Group LLC (Portland, OR)
- …negotiation strategy. Business Partnership & Operational Integration + Act as a trusted advisor and representative of management in highly visible labor matters ... strengthen the regional economy and support quality jobs, multigenerational wealth , and equitable access to markets. WHAT OUR CLIENT...who can operate as both a strategic thought partner, advisor and trusted practitioner. Reporting to the Head of… more
- JPMorgan Chase (New York, NY)
- …in a dynamic environment. As a Lead Technical Program Manager in Asset & Wealth Management Technology Team, you will drive the successful delivery of complex ... ensuring the highest quality and professionalism in service delivery. The Asset & Wealth Management (AWM) Technology Strategy team partners with senior leaders… more
- JPMorgan Chase (New York, NY)
- …global operations. As a Principal Technical Program Manager in Asset & Wealth Management Technology Team, you will lead complex, multi-functional technology ... the future of our technology landscape. The Asset & Wealth Management (AWM) Technology Strategy team partners...decisions and major change initiatives + Develop deep trust-based advisor relationships with key stakeholders and ensure client is… more
- HUB International (Rockville, MD)
- …protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we ... opportunity for a **Client Service Associate** to join our Retirement and Private Wealth team in our **McLean, VA** office. The selected individual will be… more
- Principal Financial Group (Des Moines, IA)
- …innovative, data-driven campaigns. Leveraging your advanced expertise in financial planning and wealth management marketing, you will act as a strategic ... and/or Fintech industry, with demonstrated experience supporting marketing strategies for wealth management , personal investing, or financial advice offerings. +… more
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