- Capital One (New York, NY)
- NYC 299 Park Avenue (22957), United States of America, New York, New York Compliance Advisor Senior Manager The Compliance Advisor Senior Manager will ... & Co., TripleTree, LLC. (collectively "Commercial Broker Dealers" or "CBDs"). The Compliance Advisor Senior Manager will work independently from the CBD Chief… more
- Morgan Stanley (New York, NY)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Executive Director International Senior Lending Advisor (ILA) * **Location:** *New ... for international clients and prospects. * Partner with Lending Product Groups, Legal , WM Risk and Credit Risk Management ("CRM") to design optimal credit… more
- Edward Jones (St. Louis, MO)
- …within the Wealth Platforms, Data & Artificial Intelligence (WDA) organization, the Senior Data Advisor - Information Governance will work collaboratively with ... focus. Changing the future of our firm, the industry and the advisor -client relationship. **Job Overview** **Position Schedule:** Full-Time **Team Overview** As a… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly ... Marches Financiers) licensing, and Registered Retirement Consultant (RRC). It's an asset if you've completed CSI/ICB Investment and Taxation Fundamentals Course -… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in investment and financial planning, in addition to capital markets and asset management. The Supervision department partners closely with the business to ... experience, specialized training and/or certification to respond to suspicions of senior and vulnerable adult financial exploitation and suspicions of diminished… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in investment and financial planning, in addition to capital markets and asset management. The Supervision department partners closely with the business to ... experience, specialized training, or certification to respond to suspicions of senior and vulnerable adult financial exploitation and suspicions of diminished… more
- M&T Bank (York, PA)
- …penetrate existing segmented book of business with a focus on existing client asset growth and maintenance based on individualized needs analysis, and on deepening ... into existing segmented book of business with a focus on existing client asset growth and maintenance and on deepening client relationships and generational wealth… more
- Walmart (Bentonville, AR)
- …thoughts, and present in a clear, concise, and meaningful way. Acts as a trusted advisor to diverse business partners, influencing them to act as needed to move the ... and audit mechanisms. Reviews and assesses risk management policies and protocols. Asset Protection & Security Possesses knowledge of: Asset protection policies,… more
- T. Rowe Price (Owings Mills, MD)
- …invite you to explore the opportunity to join us and grow your career with us. The Senior Legal Counsel (SLC) will be a member of the Global Advisory - North ... and make a difference. We are a premier asset manager focused on delivering global investment management excellence...Handles a portfolio of moderate to complex, often specialized, legal issues, including serving as an advisor … more
- ExxonMobil (Spring, TX)
- …We are seeking a qualified candidate for the position of Structured Trade Finance Advisor to be located at our Houston Campus location in Spring, TX. The Structured ... Trade Finance Advisor will be an integral member of both the...prepays to producers for term offtake, pre-export financing + asset -backed lending + inventory finance on behalf of suppliers… more
- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position ... (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting. + Respond to client inquiries related to retirement planning, … more
- Oriental Bank (San Juan, PR)
- The Advisor , Regulatory Compliance (Change Management) is primarily responsible for providing support in the development, maintenance, and monitoring of the ... new regulatory requirements related to consumer protection. Maintain Director and Senior Management informed of new laws and regulations, and/or amendments. Attend… more
- Morgan Stanley (New York, NY)
- …three principal business segments-Institutional Securities, Wealth Management ("WM"), and Asset Management. The WM network includes almost 16,000 Financial Advisors ... Wealth Management Private Banking Group is seeking a CRE Asset Manager to help grow and manage our Ultra...(i) maintaining a quality loan portfolio, (ii) collaborating with Senior Lending Transactors ("SLTs") and Lending Transactors ("LTs") on… more
- BP Americas, Inc. (Chicago, IL)
- …objectives. Guides and enables cross-functional partnership with various team members. Assists senior members of the team in mitigating risks and enabling efficient ... Project certification such as Agility, Scrum or PMP Certifications is a valuable asset . **You will work with** The relationship with stakeholders is integral to the… more
- JPMorgan Chase (New York, NY)
- …Service vision, strategy and day to day management of over 1800 Asset Management clients across the Institutional, Sub Advisory, and Alternatives client businesses. ... creating change through collaboration across all businesses from Sales, Investments, Technology, Legal , and Operations. A Client Service role is perfect for anyone… more
- Edward Jones (St. Louis, MO)
- …ways: + They serve as the Estate Planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate client ... to implement estate planning strategies for clients. Setting expectations with estate planning/ legal service provider, client, financial advisor , and HNW team to… more
- WTW (Stamford, CT)
- **Description** As a Senior Associate on the Client Consulting team, you will be responsible for leading and coordinating consulting efforts to clients, while ... plans. These services include: setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement… more
- MetLife (Cary, NC)
- …financial services companies, providing insurance, annuities, employee benefits and asset management to individual and institutional customers. We're united by ... communities, and the world at large. At MetLife, it's #AllTogetherPossible. Join us! Legal Affairs - Building confident futures is at the center of all our… more
- JPMorgan Chase (New York, NY)
- Within JP Morgan's Asset and Wealth Management (AWM) division, the Alternative Investments Group consists of 100+ experienced professionals globally whose goal is to ... related to alternative investments. You will have regular interaction with senior management across AWM's alternative investments business, while working in close… more
- Umpqua Bank (OR)
- Senior Healthcare Relationship Manager Commercial Banking Sacramento, California NA, California NA, Utah NA, Washington NA, Oregon **Description** **About Us:** ... to deepen client relationships. You are responsible for maintaining a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess… more
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