Strategic Investment & Insurance Advisor
Jobtailor
Navy Federal Investment Services seeks a financial consultant to identify client goals via telephone or video meetings and promote NFIS products. You will match insurance and investment solutions to client objectives as a registered advisor, handling smaller accounts with supervision. Role involves collaborating with NFIS Financial Advisors for advanced planning needs and delivering effective financial analyses. Strong communication and regulatory knowledge are essential for success. #J-18808-Ljbffr Jobtailor
- Jewelers Mutual Group is seeking a Commercial Lines Insurance Advisor to manage a portfolio of mid-to-large revenue clients while driving new business. You will build strategic client relationships, design comprehensive coverage programs, and collaborate with underwriters...Suggested
- Johnstone Supply LLC, a leading HVACR distributors group, seeks a Corporate Development Associate in the US to support strategic growth initiatives and core FP&A activities. You will prepare financial reports, dashboards, and analyses for leadership and external partners...Suggested
- ...North America's leading wholesale distributor of HVACR equipment, is seeking a Corporate Development Associate in Dallas to support strategic growth initiatives and core FP&A efforts. You will provide high‑visibility analysis and partner with executives to drive data‑...Suggested
$96.88k - $127.15k
Hi, we're Oscar. We're hiring an Associate, Strategic Finance to join our FP&A team.Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health...SuggestedFull timeWork at officeRemote work$141k - $206k
...partners from abuse across Google products like Search, Maps, Gmail, and Google Ads. On this team, you're a big-picture thinker and strategic team-player with a passion for doing what’s right. You work globally and cross-functionally with Google engineers and product...Suggested- Concentra is seeking a Corporate Development Associate focused on expanding its footprint through acquisitions and strategic partnerships. The role includes market analysis, deal origination, financial modeling, and stakeholder communication. The ideal candidate will have...
- Parkland Health in Dallas, Texas, is seeking an experienced investment manager to assist with treasury management and investment portfolio... ...adhere to investment policies. Strong analytical, communication, and strategic skills are essential. #J-18808-Ljbffr Parkland Health
- Concentra, Inc. is seeking a Corporate Development Associate to focus on expanding our footprint through acquisitions and strategic partnerships. The role involves market research, financial analysis, and supporting all phases of transactions. The ideal candidate should...
- ...Management in Dallas to lead pricing and demand management initiatives within the Pricing and Yield Management Team. The role focuses on strategizing, executing, and optimizing revenue opportunities through rigorous analysis and cross-functional collaboration. You will mentor a...
- ...experienced financial services professional to consult on investment and insurance strategies and develop comprehensive financial plans for clients... ..., own the client experience, and drive referrals through strategic relationship building and exemplary service. The role...
$116k - $166k
...organization to understand the technical, strategic, and financial aspects of programs... ...manage and prioritize its portfolio of investments.Evaluate portfolio resources, headcount... ...organization is an important partner and advisor to the business.Individual pay is determined...$60k - $78.75k
Lennox International in Richardson, Texas, is seeking a Credit Collections Analyst to manage daily collection efforts for a NAS accounts portfolio, coordinating with Sales, Billing and branches to minimize delinquencies. The role requires a bachelor's degree, advanced Excel...- Lennox International is seeking a Credit Collect ion Analyst to manage daily collection efforts for an assigned portfolio and minimize NAS account receivable delinquencies. You will collaborate with Sales, Billing, and Branch teams, research invoice statuses, and generate...
$96.5k - $207.5k
Fifth Third Bank, N.A. seeks a Director, ABL Portfolio Management in Dallas, Texas, to manage an ABL portfolio's credit risk and customer relationships. The role requires 8 years of banking experience, including a minimum of 6-7 years in Asset Based Lending. Candidates ...- Forvis Mazars US is seeking a professional in healthcare consulting to guide strategic vision and operational assessments within healthcare organizations. The ideal candidate should possess a Bachelor's or Master's Degree in a relevant discipline and have strong skills...Work at office
- ...corporate partnerships, and foundation grants, while stewarding donor relations and advancing revenue growth to ensure organizational sustainability. The role emphasizes strategic storytelling about the organization’s mission and impact, with a #J-18808-Ljbffr Project UnityFull timeWork at officeRemote work
- ...Caregiver in Irving, TX is seeking a Financial Analyst to drive strategic decision-making through accurate financial reporting, forecasting, and operational analysis. This role offers exposure to senior leadership and cross-department collaboration in a dynamic environment...
- .... You will drive capital expenditure governance, capital structure decisions, and cross-functional partnerships to align investments with strategic priorities. The role requires 8+ years in corporate finance, advanced financial modeling in Excel, and experience delivering...
- ...Commercial Lines Insurance Advisor The Commercial Lines Insurance Advisor manages a portfolio... ...industry's most trusted advisor by investing in our people, adopting new technologies... ...and ultimately becoming a strategic business partner. Develop and maintain...
$170k - $350k
...management’s view of how the investment community will interpret the... ...’s financial performance, strategic actions, and disclosures. This... ...will serve as a trusted advisor who blends deep financial expertise... ..., including health insurance coverage, wellness program,...Full timeWork at officeRemote workWork from homeFlexible hours- ...clients worldwide to reach their financial goals through advisor‑led planning, investment management, banking, and tailored lending solutions.... ...cash‑management products from Goldman Sachs Bank USA, strategically integrated with each client’s broader wealth strategy....Worldwide
- ...battery storage division. You will collaborate with production, finance, and supply chain to ensure accurate cost data and support strategic decisions. The role focuses on standard costing, cost analysis, inventory valuation, and process improvements to enhance financial...
- Mercer is seeking an experienced Sr. Principal Lead Health Actuary Consultant to lead client engagements across employer health benefits, including financial projections, plan design optimization and renewal negotiations. This hybrid role requires strong actuarial leadership...
- ACV Auctions in Dallas is seeking a high-impact strategy professional to work with senior leadership on growth strategy, new business lines, partnerships, international expansion, and M&A strategy. You will apply rigorous analysis to real business problems with ownership...
- ...Corporate RIA Onboarding Program Lead in a hybrid role with three days in the Dallas office. You will own end‑to‑end onboarding for advisors transitioning from corporate RIA platforms to Altruist Advisors, serving as the primary relationship owner and the central point...Work at office
- ...resource play focused subsurface team as a reservoir engineer. Experience (2 + years) performing economic evaluations of energy investments through after tax cash flow and income modeling. Practical knowledge of upstream topics including resource assessment, asset planning...Work experience placement
- UT Southwestern Medical Center seeks a Manager, Research Programs to lead strategic oversight for the Department of Surgery and SPAR partnering departments. You will direct a team of seven grants professionals handling pre- and post-award tasks, compliance, and sponsor...
$146.35k - $232.7k
...achieve. Together.SummaryThe Finance & Investment Funds Pursuits & Directories Sr Manager... ...collaboration with and in support of the firm’s strategic initiatives, ss a member of the... ...including medical/dental/vision insurance, and 401(k).Applicants who are not based...Full timeWork at officeRemote workRelocationVisa sponsorshipRelocation package- Jobtailor is seeking an experienced lease asset manager in Dallas to coordinate asset availability, onboarding of leasing transactions, and ongoing lease governance. The role requires collaboration with Finance, Tax, Legal, and Operations, with a focus on accuracy, process...
- Sangoma, a global leader in Unified Communications, seeks a Portfolio Manager to drive planning, prioritization, governance, and execution across the UC portfolio. You will partner with business, product, and technology leaders to optimize delivery across UCaaS, CCaaS, ...
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