- USAA (Colorado Springs, CO)
- …financial services operations to include process improvement and business analysis .4 or more years direct team lead or management experience providing coaching, ... impact for our members.We believe in our core values of honesty, integrity, loyalty and service . They're what guides everything we do - from how we treat our members… more
- JPMorgan Chase (New York, NY)
- …Elevate your career with JPMorgan Chase as a Vice President in the Securities Services Planning & Analysis (P&A) Team. In this dynamic role, you'll lead ... with key stakeholders. As a Vice President in the Securities Services P&A Team, you will support...Assist in developing and presenting qualitative and quantitative financial analysis . + Conduct deep dive analyses on key issues… more
- TD Bank (New York, NY)
- …or customer segment + Solves complex problems and recommends to new product and service solutions + Sets standards for planning and executing complex sales or ... York, New York, United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $130,000 - $180,000 USD TD is committed to providing fair… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist. This role is critical for the setup, ongoing support, and expansion of ... Some of the key responsibilities include: + The Senior Securities Operations Specialist will own the End to End...regression testing for accuracy. + Lead, execute and Operationalize Service Chat across the ICC, both for Client and… more
- JPMorgan Chase (Plano, TX)
- …influence the profitability of a global business, we invite you to join our Securities Services Operations Transformation Team. Here, you'll play a pivotal role ... potential. As a Transformation Manager- Securities Billing Operations in the Securities Services Operations Transformation team, you'll be at the forefront… more
- Wells Fargo (Charlotte, NC)
- …cash payments, customer service , funding operations, custodial operations, securities settlement services , structured loan operations, and general ledger ... **About this role:** Wells Fargo is seeking a Senior Securities Operations Representative in Business Operations as part of Transactions & Processing division. Learn… more
- Comerica (Farmington Hills, MI)
- SR SECURITIES SYSTEMS BUSINESS ANALYST The Senior Systems Business Analyst is responsible for overseeing the technical operations of the Comerica Securities ... technical and project management support for the effective operation of Comerica Securities business unit, while also ensuring the business unit adheres to… more
- TD Bank (New York, NY)
- …completes a variety of special projects and administrative assignments through planning , development, organization, analysis and implementation + Provides ... provide you more specific details for this role. **Job Description:** TD Securities , Global Transaction Banking ("GTB") provides a variety of treasury management and… more
- JPMorgan Chase (New York, NY)
- …and capabilities, understanding client needs and industry trends. + Support product planning and team upskilling through training and collateral materials. + Engage ... capabilities, and skills:** + Knowledge of cloud data science and machine learning services . + Experience with tools for large-scale and distributed data analysis… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of banking and finance and securities industry operations. . Business planning and analysis . . Project budget interfaces with other accounting systems. ... project teams. Manages such teams throughout the project lifecycle including planning , assigning, scheduling, monitoring and reviewing project activities, as well as… more
- CPM Holdings, Inc. (Blaine, MN)
- Position Specification Role Title: Lead Analyst, Financial Planning & Analysis (FP&A) Reports to: VP, Global FP&A and Strategy Location: Blaine, MN Travel: ... marketing of high-quality, efficient, durable process systems, equipment and aftermarket parts and services . The foundation of our company dates back to 1883 and we… more
- Thrivent Financial (Minneapolis, MN)
- …across different segments and channels, communication between the field and the Dedicated Planning Services Team will be a focus and strategic priority. The ... Dedicated Planning Services Consultant is responsible for providing...an in-depth knowledge of insurance products, asset/wealth management, Dedicated planning , mutual funds and securities . + Entrepreneurial… more
- SMBC (Jersey City, NJ)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... SMBC offers a competitive portfolio of benefits to its employees. **Role Description** Planning . Strategy and Information Services [PSI] is a Group in the… more
- Thrivent Financial (Auburn, WA)
- …plans, investment research and analysis , and coordination of client service needs with team members. ResponsibilitiesOversee Planning Department Team: + ... is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …of two (2) years of experience in the financial, retirement and estate planning field or in marketing these services . **Licenses/Certifications** * SIE required ... is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are an expanding team that currently… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …Description** Uhler Vertich White Advisors is a highly successful, comprehensive financial planning practice. Our Financial Planning Assistant plays the critical ... execution of documents + Review client meeting documents and planning notes and prepare agendas for financial advisors +...clients after review meetings + Work with our Client Service Associates and verify accuracy of prepared reports and… more
- MUFG (Tempe, AZ)
- …/ computer science / statistics / economics FUNCTIONAL SKILLS + Salesforce / Service Cloud workflow analysis and design + Presentation Effectiveness with Senior ... meet specific client and business needs. + Assist in planning , developing, implementing, and supporting new or existing Customer...outline the specific data needs for each business method analysis project + EXPERIENCE + Must have experience with… more
- Consumers Energy (Ann Arbor, MI)
- …Accounting, or related field preferred + 4+ year's Experience in budget and planning capacity. Accounting and financial analysis experience. **Why should you ... not a position of employment with Consumers Energy.** The Senior Budget & Planning Analyst - NorthStar provides financial support to the business by overseeing… more
- Guardian Life (Columbus, OH)
- …the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities. + Effectively ... (BRC) is Guardian's advanced sales department and we are seeking a Tax Planning Consultant. We are an organization providing superior case consultation to our field… more
- SMBC (New York, NY)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client… more
