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The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
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Work closely with global Head of Financial Risk on maintenance of ERM framework, including risk methodology, financial risk policies, and risk strategy in defining risk preference and setting risk limits.
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DescriptionThe Technology Chief Financial Officer, ('Tech CFO ') is responsible for financial leadership of Humana's global Tech operations, including strategy and execution from new project prioritization and planning to ongoi.
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Manage financial risk management staff in meeting department functional goals. Ensure financial risks are managed through effective review, constructive challenge, and meaningful discussion with business leaders emphasizing transparent decision-making in alignment with the established risk management framework and governance.
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Collaborates with other Triumph Factoring Division Leadership and other cross functional partners, through analysis of portfolio performance, trending and risk management practices to collaborate on strategies and will be responsible to prepare the team to implement strategy enhancements.
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The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars.
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This Chief Financial Officer will act as the Executive Financial Leader across the organization working closely with the CEO on the organization's operational and corporate finance strategy with a focus on initiatives for optimizing current transmission assets and long-term growth goals.
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CFO / Transmission EVP of Finance - Develops, modifies, and/or implements tactical plans for financial performance management, annual operating goals (short-term & long term), and project execution with guidance from the CEO.
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CFO / Transmission EVP of Finance - Manages the preparation of thLead the preparation of financial forecasts and provide strategic advice and direction on optimizing value to senior management and shareholders.
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Worked in Chief Financial Officer, Managing Director, VP, Sr. VP, EVP, or C-level roles for a company involved in transmission utility or renewable energy operations. CFO / Transmission EVP of Finance - Oversee and manage daily operations of the finance, accounting, and treasury functions including invoicing, payments, capital requirements, cash management and liquidity needs of the company.
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As the Chief Investment Strategist, you will oversee all investment strategy-related activities for the Institutional Asset Management, Private Bank and Hawthorn (ultra-high-net-worth) businesses.
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Experience in strategy, organizational transformation, organizational development, process improvement, workforce strategy, change management, communications, monitoring and evaluation, or emergency response and preparedness.
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Areas of responsibility include brand management, partnership marketing, creative services, event management, campaign development and execution, vendor and agency management, social media & digital marketing strategy, and marketing analytics.
$125,000 - $145,000 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products.
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They are currently looking for a dynamic and visionary Chief Financial Investment Officer (CFIO) to lead their financial strategy and investment initiatives. Leverage extensive experience in nonprofit financial management to support grant acquisition, donor relations, and program funding.
$230,000 - $250,000ExpandApply NowActive JobUpdated Today
strategy financial management jobs Company: Gartner
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