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Assistant Vice President, SAS Client Services Job Scottrade Saint Louis, MO Feb 22
the client services group of advisor division. Areas of responsibility include advisor relationship teams (support), advisor business transition services, and ... to network with industry influencers, and leaders in the Registered Investment Advisor industry that may include members of technology firms, asset management... more
Manager, Benefits Job American Express New York, NY Jun 11
Make a difference in the lives of American Express employees and their families every day. At American Express, we believe great service starts with the people who deliver it. Healthy, happy employees are critical to the success of the company and we strive to create a culture where health is a priority. Be a part of our award-winning... more
IT Strategy Senior Manager Accenture Reston, VA Mar 17
Occasionally, be engaged in more than a single project, serving as a subject matter advisor on specific IT management topics across 2-3 projects * Manage work in such a ... IT strategy and vision formulation, gap analysis, business case development, investment prioritization, planning; * IT transformation: evaluating and improving... more
Senior Manager - Private Company Services Tax Deloitte New York, NY Jun 07
and strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving-during their lifetime. In ... that will meet their requirements. PCS offers comprehensive, independent, objective investment consulting services to clients. As a PCS Senior Manager, you will work as... more
Goldman Sachs Asset Management, Third Party Distribution - Regional Consultant Goldman Sachs Chicago, IL Jun 05
regular telephone presentations. These conversations should increase a Financial Advisor’s knowledge and awareness of GSAM products. Based in Chicago, IL, this ... Effectively profile advisors to understand their practice, clients and investment process to identify needs and to position Goldman Sachs products and services... more
Certified Financial Advisor Edward Jones Winston Salem, NC Jun 17
services on an individual and personal basis. Edward Jones offers individualized investment recommendations focused on a diversified mix of stocks, fixed-income ... themselves and Edward Jones. They spend time getting to know their clients, their investment needs and their objectives. Then they deliver the appropriate investments... more
Financial Advisor Talent Acquisition Manager Edward Jones St Louis, MO May 25
States and Canada and continue to grow! Key Responsibilities: The Financial Advisor Talent Acquisition Manager is responsible for: * Leading and executing the effort ... propose and defend decisions related to attracting candidates to the financial advisor position with professionalism and sensitivity to General Partners and Financial... more
Manager, Benefits American Express New York, NY May 28
Job Description Manager, Benefits-13003703 Description DescriptionThis position will report to the Vice President of US Benefits while working closely with consultants, service providers and internal partners to ensure that the US Benefit plan offerings, program/plan design, oversight and governance of each program/plan meet AXP... more
Channel Systems Engineer Cisco Systems San Jose, CA Jun 14
Demonstrates expertise within a specific area of technical sub-specialization (Core/DC/Collaboration) in order to support partner capability and investment in specialized ... Is viewed as a trusted advisor of senior partner technical and business leadership; works with partner leadership to co-develop technical business plan, investment busine... more
Sr Finance Analyst Genentech South San Francisco, CA Mar 30
into financial insights, and provide support as the molecule teams financial advisor to influence development investment decisions of both project teams and gRED ... robust cost and global valuation analysis and support objective advisory in investment option selection to maximize program value Seek and apply knowledge of... more
VP, Associate General Counsel (Securities/ Regulatory) Scottrade Missouri Mar 21
as it continues to grow and offer additional products and services to registered investment advisors and their clients. * Develop the legal and compliance framework ... least one U.S. state. * Minimum of eight years of strong substantive experience in investment advisor and broker-dealer regulatory practice with a large, multi-faceted... more
Mobile Communications Group Finance Strategic Specialist Intel Santa Clara, CA Jun 11
long-term and highly complex projects and act as the business and financial advisor to this team. You''ll work in a highly collaborative environment with senior ... the areas of business development, pricing, cost, financial strategies and return on investment decisions in the areas of new business model development and industry... more
Advisory Services Senior - Financial Services Office - Solutions Enablement Ernst & Young New York, NY Jun 18
Financial Advisor Workstations and other front-office tools Financial planning and financial advices models, methodologies and platforms Investment products; securities, ... working in a wealth management/retail brokerage, broker/dealer, registered investment advisor, and/or private banking firm/company or as a Management Consultant... more
Sr. Technical Specialist Autodesk San Diego, CA Apr 07
Capture metrics for quantifying and justifying the customer's return on investment (ROI) for the purpose of technical closure. Work with Autodesk consulting ... and achieves customer satisfaction goals. Maintain and grow respected, trusted advisor relationships with customers and members of the Autodesk sales team involved... more
Mobility and Benefits Tax Manager Job Intel Santa Clara, CA Jun 04
Benefits, Finance, Stock, Staffing, Tax, and Business groups. Act as a strategic tax advisor to business owners by effectively engaging with HR, Finance, and employees to drive regulatory, and overall tax compliance requirements for compensation and benefits issues. Research and analyze complex U.S. and foreign tax issues and develop... more
Account Representative (Benefits Consultant) AFLAC Knoxville, TN Jun 08
financial analyst, portfolio, finance, profit & loss, profit and loss, investment advisor, investment counselor, investment, retirement planning, education planning, insurance sales, insurance agent, financial sales, agent, financial rep, financial representative, financial professional, financial services, series 6, series 63, long term... more
Senior Financial Analyst, Project Finance (R&D) Genentech South San Francisco, CA Jun 10
into financial insights, and provide support as the molecule teams financial advisor to influence development investment decisions of both project teams and gRED ... robust cost and global valuation analysis and support objective advisory in investment option selection to maximize program value * Seek and apply knowledge of... more
Strategy Analyst, Senior-IEB-XBOX (826598) Job Microsoft Redmond, WA Jun 12
video), interactive TV, and cutting-edge product incubations. You will be a trusted advisor to our senior executives, and will help them make decisions about R&D ... academic background - 1-3 yrs. experience with a top-tier strategy consulting, investment banking or private equity firm, or Fortune 500 corporate strategy group... more
Financial Services Office - Advisory Services Manager - Technology Enablement - Operations Improveme Ernst & Young Charlotte, NC Apr 30
the following focus areas: * Asset Management * Wealth Management * Mutual Funds * Investment Advisors * Private Banking * Hedge Funds * Prime Brokerage Team with ... working at a financial services company or comparable experience working as an advisor to a financial services company * experience working in a Hedge Fund, Asset... more
Senior Financial Consultant III - Grand Central, New York City Job Capital One Glen Allen, VA Jun 09
and Investment meetings. - Conducts and facilitates all branch investment related advisor training for Licensed Bank Associates and Financial Representatives. - ... - Submits required investment paperwork, reports and/or documents within specified time frames... more
Wealth Manager - San Francisco USAA California Jun 18
and consultations. Ensures the acquisition, relationship, and retention of private investment management accounts. JOB DUTIES Applies broad knowledge of financial ... financial services work experience. 4+ years financial services experience providing investment advice and counsel directly to clients. Broad knowledge of financial... more
Major Account Executive Autodesk Texas Jun 16
solutions to help them grow their business and maximize the return on their software investment. This ability requires our sales team to have varied skills and talents, ... by selling deeper and wider in the assigned accounts, while developing trusted advisor status with the customer at senior levels of their organization. * Build and... more
Commercial Account Executive, Financial Services Salesforce Chicago, IL Jun 17
growth potential. The opportunity will target Insurance, Commercial Banking and Investment Advisors. Any relevant experience in these industries would be a strong asset. Responsibilities Developing and managing relationships within our Mid-Market segment specifically within the Financial Services Sector. Managing complex sales-cycles and... more
Advisory Services Senior Manager - Financial Services Office - Performance Improvement - Asset Management Ernst & Young New York, NY Mar 07
investments within insurance companies; 3) bank-owned asset management firms; 4) the advisor's investment operations (middle and back-office operations, including ... investment operations, or trade settlement and reconciliation Fund accounting or investment recordkeeping Shareholder or retirement plan recordkeeping Investment data... more
Client General Manager, Commercial Accounts - Multinational & Allied Partners Job American Express Houston, TX Jun 13
is dedicated to helping its clients realize the greatest possible value from their investment in travel through increased cost savings, outstanding customer service and ... & Allied Partners is the owner of a dedicated account serving as a single trusted advisor for the client on a daily basis, responsible for executing account strategies... more