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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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Regionally based, Obsidian’s comprehensive financial services firm, specializes in estate, investment, retirement, and tax planning. 5+ years of experience in financial planning, financial services, insurance, or banking.
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From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS.
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A key member of the business development team with the responsibility to provide financial due diligence, integration planning on potential acquisition targets and provide decision support to executive management on M&A activity.
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The Director of Business Services for the Office of Arts Engagement reports to the Executive Director of Arts Engagement and Cultural Resources and is responsible for financial oversight, personnel management, program development and operations.
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The Business Analyst will work with Finance and various departments to create financial models and reports. · Support Financial Planning team’s Oracle EPM solution as backup administrator.
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A successful candidate for this role would have experience in a similar position within a National or Global SI or have served as a CPO, VP of Products, VP or Technology Strategy, VP of Engineering or as a critical decision-maker at a leading Financial Services Company.
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The 14 departments that make up the executive side are Police Services, Fire and Emergency Services, Corrections, Communications, Support Services, Financial Services, Community Services, Human Resources, Information Technology Services, Law, Planning and Development, Water Resources, Child Advocacy & Juvenile Services, and Transportation.
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Financial Industry Expertise: Leverage extensive knowledge of the solutions and priorities in the industry, including modernizing legacy systems, adopting cloud technologies, knowledge of cybersecurity solutions, customer experiences around personalized services, omni-channel experiences and innovative digital banking solutions.
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As the Chief Financial Officer (CFO), the Director of Business Services is a member of the laboratory's senior management team, reporting to the SLAC Lab Director’s Office. The Business Services organization includes Budget and Funds Management, Controller's Office (general accounting, payroll / labor cost distribution, travel, and accounts payable), Lab Financial Operations (centralized and field deployed business managers), and Supply Chain Management (Procurement, Property Control, and Shipping and Receiving.
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If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA®), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
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Obsidian Planning Solutions is a boutique Registered Investment Advisor (RIA) firm in Rockville, MD, specializing in a holistic Lifestyle Protector Program™ for individuals, business owners, and their families.
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Significant business experience in financial services, ideally broker/dealer or registered investment advisor. Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
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The Senior Analyst will work with all PFS and PFSC departments and various departments/business entities within Porsche including the following: Porsche AG, Porsche Cars North America (PCNA), Porsche Cars Canada (PCL), Porsche Financial Services Germany (PFSD), Porsche Consulting, Mieschke Hofmann und Partner (MHP), Porsche Digital, and the Exclusive Brands (Bentley, Lamborghini, and Bugatti.
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Strong business acumen and proven ability to integrate HR and business strategies: understanding of business/financial metrics and experience with managing the challenges associated with selected business partnerships, mergers/acquisitions, and organizational restructuring.
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financial services business jobs Title: account executive Company: Aura Intelligence
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