• Neuberger Berman (Philadelphia, PA)
    …This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + ... The Advisor Consultant is responsible for creating new relationships...for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and… more
    DirectEmployers Association (10/09/25)
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  • Principal Financial Group (Des Moines, IA)
    **What You'll Do** The ** Executive Travel Consultant** orchestrates and delivers domestic and international travel for the Executive Management Group and Board ... and anticipatory service for all their travel needs. Acting as a trusted advisor , this role goes beyond booking arrangements and shapes travel strategies, recommend… more
    DirectEmployers Association (11/20/25)
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  • DHL Express, Inc. (Erlanger, KY)
    …and maintain advanced financial models to support scenario planning, investment analysis, and performance tracking. + Deliver executive -level reporting ... a culture of accountability, innovation, and continuous learning. + Act as a financial advisor to senior operations leaders, providing insights that drive cost… more
    DirectEmployers Association (11/21/25)
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  • Neuberger Berman (New York, NY)
    …Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group ... internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing… more
    DirectEmployers Association (10/09/25)
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  • SMBC (Charlotte, NC)
    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal… more
    DirectEmployers Association (08/28/25)
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  • Bank OZK (Alpharetta, GA)
    …customer experience and credit decisioning capabilities. + Supports strategic planning, investment prioritization, and technology financial management for the ... just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to… more
    DirectEmployers Association (11/18/25)
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  • Sallie Mae (Newark, DE)
    …Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, ... collaboratively with various business units to drive strategic paid media investment decisions. The candidate will leverage advanced analytics to maximize campaign… more
    DirectEmployers Association (10/03/25)
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  • Integra LifeSciences (Princeton, NJ)
    …and how to write business cases for IT projects and quantify return on investment (ROI). Travel may be required up to 20%. **ESSENTIAL DUTIES AND RESPONSIBILITIES** ... Sigma deployments within the IT portfolio. + Ensure projects deliver measurable financial and operational benefits. + Standardize best practices and tools for… more
    DirectEmployers Association (09/04/25)
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  • Investment Executive…

    Fifth Third Bank, NA (Fort Thomas, KY)
    …+ Highly developed sales and presentation skills. + Travel required within assigned territory. Investment Executive ( Financial Advisor ) - Northern, KY At ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint… more
    Fifth Third Bank, NA (11/14/25)
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  • Senior Wealth Advisor

    Columbia Bank (Los Angeles, CA)
    …as CFA, CIMA, CFP, CWS, CEPA, or AIF, required. + 5+ years of experience as an investment executive , financial advisor , certified financial planner, ... turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team… more
    Columbia Bank (10/23/25)
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