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Support strategic initiatives and credit risk management activities as assigned. Advanced Excel (i.e. Macros, financial formulas, VBA), SQL, Python, R, OpenAI, PowerPoint, and Word.
$90,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The ideal candidate will have a genuine passion for driving strategic transformation in the financial services industry combined with relationship-building, leadership, and communication skills.
$88,564 - $170,913 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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The team’s responsibilities include capital planning and asset allocation, income allocation and calculation of the management and incentive fees, preparing financial models for strategic initiatives, firm-wide due diligence under FATCA/CRS regimes, and preparing and disseminating monthly and annual reports.
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General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.
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This role is primarily focused on Human Resource (HR) and Legal services and will also support other corporate business units such as Finance (Corporate Controller’s Group, Corporate Development & Strategy, Financial Planning and Analysis, Global Real Estate, Revenue & Deal Operations, Tax, Transformation Office, Travel and Treasury) with agreements for professional services, recruiting, training, consulting and SaaS solutions.
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About Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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Gather and analyze customer feedback and market data to inform sales strategies and product development initiatives. JOB RESPONSIBILITIESRevenue Growth:Develop and execute strategic sales plans to achieve revenue targets and maximize sales opportunities within the assigned territory.
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Engage with community resources, schools, and local organizations to promote pediatric and adolescent health initiatives, facilitate outreach events, and address social determinants of health affecting our patient population.
$45 - $50 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Collaborate with the Director, Strategic DTC Programs and internal teams on overall demand generation strategy. Cross-functional alignments with retail partners, demand planning, warehouse teams & operations on initiatives and routine processes.
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Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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The Manager, Owned Channels position will focus on business results delivery and in-year strategic roadmaps, building and optimizing tactical plans to deliver financial metrics and support new product launches in line with Brand Strategies.
$121,525 - $148,575 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience with economic sanctions related risks and a solid business understanding of financial services industry, especially those associated with correspondent banking, corporate banking, treasury management and capital markets conducting sanctions reviews.
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Project and program management, Relevant experience working in a Financial Crime prevention function within a bank, FinTech, Payments company, or consulting Good knowledge of current Sanctions regimes (OFAC, EU, OFSI) Dynamic, proactive, and possess excellent communication skills.
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Required Skills: + years of experience as a Business/Data Analyst; prior experience in working in Data Warehouse, Master Data Management, Analytics environment Bachelors Degree Strong analytical, strategic thinking and problem-solving skills including ability to clearly and concisely gather, interpret, analyze and document Business Process, User and Data Functional requirements in a structured way.
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By building deep relationships with clients and their teams, Executive Partners (EPs): 1) develop a comprehensive understanding of a client's key priorities, company environment, and personal aspirations; 2) provide candid, actionable feedback on strategies/initiatives; 3) help each client identify and make decisions critical to success; and 4) bring the best of the Forrester ecosystem (spanning research, consulting, and events) to clients in a timely and tailored fashion.
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financial strategic initiatives jobs Company: Club in Stamford, CT
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