Strategic Asset & Wealth Advisor — Internal Sales
JPMorgan Chase & Co.
JPMorgan Chase & Co is seeking an Internal Client Advisor to partner with a senior territory-based sales partner to cover a territory of financial advisors. The ICA will spend the majority of time on the phone speaking with advisors, cultivating relationships, building partnerships and sharing ideas that benefit the advisors and their clients. We provide extensive coaching to help our people achieve their goals and continue their professional development, with focus on growing coverage and #J-18808-Ljbffr JPMorgan Chase & Co.
$102.8k - $176k
...RSM.RSM US LLP is seeking to add a Strategic Account Manager to our Enterprise Sales Organization to focus on growing... ...quarterly account reviews with internal stakeholders, including cyber strategy... ...and trusted cyber and risk advisor for assigned accounts, building relationships...SuggestedFull timeContract workWork experience placementInternshipWork at officeLocal area- ...filings, treasury operations, and investment reporting. The role collaborates with Finance, Accounting, Legal, external advisors, and leadership on strategic initiatives. You will help prepare governance materials and manage debt calendars, while contributing to capital...Suggested
- Liberty Mutual Insurance seeks an experienced Portfolio Actuary to own end‑to‑end actuarial governance for strategic program relationships within North America Programs and Delegated Authority. This role partners with underwriting, exposure management, reserving, and finance...Suggested
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- ...and Finance colleagues across North America to drive actionable analysis and insights. You will own end-to-end reporting, support strategic planning, forecasting, and variance analysis to key business leaders, and help improve financial performance. The role emphasizes...Suggested
- ...Associate to partner with leaders across lines of business, delivering accurate monthly financial results, variance explanations, and strategic insights. This role emphasizes collaboration, storytelling with data, and rigor in reporting. You will support forecasting,...
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- ...analytical and results-oriented Senior Financial Analyst, FP&A to support financial planning, forecasting, business analysis, and strategic decision-making across the organization. This role will partner with leaders in Commercial, Operations, Supply Chain, Regulatory,...
- ...drive analyses, improve controls, and distill insights for executive decisions. You will participate in close cycles, forecasts, and strategic planning, while mentoring teams and delivering high-quality reporting and presentations. #J-18808-Ljbffr Quest Oracle Community
- ...reporting. The role focuses on analyzing financial results, ensuring data accuracy in HFM and Anaplan, and delivering regular reports for strategic planning across the Finance organization. The ideal candidate has a Finance or Accounting degree, internship experience or 1+ year...Work experience placementInternship
- ...across the business. You will own budgeting, forecasting, management reporting, and variance analysis to deliver insights that shape strategic decisions. The role requires strong Excel/Google Sheets modeling, 3-5 years in corporate FP&A (SaaS/tech preferred), and solid...
$75k - $90k
Rewards Network in Chicago is looking for an Analyst in Financial Planning & Analysis. You will support strategic planning by delivering in-depth analysis and reporting to senior leadership. Responsibilities include preparing financial reports, assisting with month-end...- ...diligence, structuring and closing. You will work closely with senior leaders, executives, and external advisors to translate complex information into actionable strategic recommendations. The ideal candidate will have 2-4+ years in analytically rigorous finance, strong...
- ...Industries is seeking an Mergers & Acquisitions Analyst to join its M&A team in Chicago. You will evaluate acquisitions, investments, and strategic opportunities with robust financial modeling, market research and diligence across the deal lifecycle. The role offers exposure to...2 days per week
- ...Portfolio Analyst to support the Housing Investments Group within TOI. You will analyze portfolio trends, assist asset managers, and contribute to the strategic management of affordable housing investments. The role emphasizes financial analysis, reporting accuracy, and...
- ...maintain strong relationships with internal business stakeholders including sales, processing, closing, and... ...financial transaction processing and asset management. We offer a competitive... ...Commercial & Investment Bank provides strategic advice, raises capital, manages risk...
- UL Research Institutes and UL Standards & Engagement in Evanston, IL seeks a Budget & Financial Analyst to support strategic budgeting and financial planning. You will work with department leaders to gather data, analyze variances, and prepare forecasts to guide decision...
- ...performance metrics for operating expenses. You will develop cost estimates and forecasting using analytical methods, assist in annual SG&A budgets and monthly forecasts, and produce variance analyses and KPI reporting to guide strategic decisions. #J-18808-Ljbffr HCSC Group
- ...analysis, budgeting, and forecasting. This role involves working closely with key stakeholders to provide financial insights and strategic recommendations to drive performance and growth. The candidate should possess a Bachelor's degree in a related field and show proven...
- ...Recruitment LLC is seeking a Healthcare M&A Investment Banking Associate to execute day-to-day M&A mandates, capital-raising, and strategic advisory projects across a broad healthcare landscape. You will join a collaborative, in-office focused team with flexible mobility...Work at officeRelocation packageFlexible hours
- ...leading professional services advisor to middle-market businesses... ...levels of an organization, both internally and externallyMust be able to... ...client and business needsThe Strategic FP&A practice is an advisory... ...technologyCorporate FP&A or Sales/Ops Finance Analyst, preferably...Permanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift
$89.8k - $112.2k
Kraft Heinz in Chicago is seeking a Senior Financial Analyst, FP&A - Procurement to support monthly rituals, forecasting, and strategic planning for NA Procurement. You’ll join a team driving efficiency and ensure accurate financials for leadership. The role requires 2+...$120k - $160k
...is a diversified, global asset and wealth management firm offering... ...as well as the financial advisors and consultants who serve... ...development and delivery of strategic marketing content,... ...will also work closely with internal partners to drive sales enablement resources, and...Full timeTemporary workFlexible hours- RT Specialty, a division of Ryan Specialty, is seeking a Senior Business Analyst to support strategic initiatives and bridge solutions with business objectives. You will lead or participate in multiple, complex projects across teams, gathering requirements, documenting...
- ...Relationship Manager to build and manage the firm’s relationships with privately owned businesses in the Midwest, providing capital and strategic advice. You will act as the central point for client relationships, collaborating with Corporate Lending and private equity teams...Work at office
- ...and scenario planning with Development Sciences leaders and external partners across R&D/Ops/Commercial. You will quickly become a strategic leader within the department, guiding cross-functional teams, driving process improvements, and mentoring junior staff #J-18808-...
- ...Manufacturing LLC is seeking a highly analytical Strategic Finance Analyst to support financial... ...Partner with leadership and external advisors during transaction evaluation and... ...maintain rolling financial forecasts for internal management and lending partners Support...Temporary work
- ...seeking a Brand Finance professional to own the full P&L for its beverage portfolio. You will support monthly forecasts, budgeting, and strategic plans, translating data into actionable insights for R&D, operations, and finance teams. The role emphasizes cross-functional...Remote job
$141k - $205k
...metrics, is used by our leaders to make strategic company decisions. While working on multiple... ...organization is an important partner and advisor to the business. Individual pay is... ...and modeling of new incentives models for sales compensation. Google is proud to be an equal...$120k - $140k
...The Role This role will be a key asset in the future growth of the company... ...You’ll partner directly with ops, sales, and the exec team as their strategic finance co‑pilot, rather than a back... ...drivers simply and succinctly, internally and to our PE partners. Automate...
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