- Vanguard (Malvern, PA)
- …content, taxonomy, and metadata design. + Financial services domain: Experience in advisor, wealth , asset management , or related financial services areas. + ... with research, engagement strategy, client journey owners, next best action program management , digital product, FAS marketing technology, and UX to ensure that what… more
- S&P Global (New York, NY)
- …culture of transparency, collaboration, and continuous learning within cross -functional teams **Compensation/Benefits Information:** (This section is only applicable ... + Bachelor's degree or equivalent experience with 5+ years in Agile project management or Scrum Master roles + Certified Scrum Master (CSM) or equivalent Agile… more
- JPMorgan Chase (Jersey City, NJ)
- …a key role in supporting systems that house millions of Prime Brokerage and Wealth Management client account reference data. The ideal candidate will have ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Assist in building and maintaining a global operating model for voice data management . Help ensure system availability and data integrity while working with teams… more
- Robert Half Finance & Accounting (Lufkin, TX)
- …role focuses on tax planning, compliance, estate planning, financial statement preparation, and asset management -all with an eye for growth and excellence. Your ... to clients, with a focus on estate planning and wealth management . + Oversee financial statement preparation...preparation and ensure accuracy in reporting. + Collaborate with cross -functional teams and mentor junior staff. What You Bring:… more
- Needham Bank (Bedford, NH)
- …loan portfolio. + Cross -sell other bank products including: deposit products, cash management and wealth management + Respond to customer and prospect ... Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing) EDUCATION & EXPERIENCE… more
- State of Massachusetts (MA)
- …DCR Cultural Resources Inventory, Resource Management Plans, and the Commonwealth Asset Management Information System. Requires use of Excel; work will ... Conservation and Recreation's*mission is to protect, promote and enhance our common wealth of natural, cultural and recreational resources for the well-being of all.… more
- S&P Global (New York, NY)
- …development and pipeline management . + Collaborate closely with account management , product, and cross -functional teams to identify opportunities for new ... + Experience and understanding of Private Markets landscape across asset classes and personas strongly preferred. + Strong business...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- HUB International (North Charleston, SC)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 14,000 employees in 500+ ... and client retention through superior customer service + Developing accounts and cross selling available products and services + Generating and pursuing new client… more
- S&P Global (New York, NY)
- …Fixed Income Pricing and Reference Data, Derivatives Data and Valuation and Private Asset Valuation services. The PVR Sales Team are supported by our business ... issues where appropriate + Works with legal and sales management to accurately deliver proposals and contracts + Negotiates...across Market Intelligence to identify and drive synergy and cross sell opportunities + Bachelor's or Master's degree in… more