Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exce

Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do Manage cash positioning, cash/cash flow forecasting, and cash reconciliations to ensure optimal liquidity for daily operations and strate

Location 1301 Avenue of the Americas New York, New York 10019 JOB BRIEF As part of Embedded Banking Integrated Payment Solutions (IPS), this role plays a key part of the smooth running of day to day risk oversight functions for sponsored Independent Sales Organizations (ISO's) and Payment Facilitators (PF's) including on going shadow monitoring and shadow risk reporting.

As a Commercial Financial Analyst / Financial Analyst II, you will provide critical financial support to various Newark/Farnell business functions, with a primary focus on the America's Sales team. Your responsibilities will include financial analysis, forecasting, variance explanation, proactive data exploration, and help business partners understand their financial resu

Develops moderately complex to complex new business opportunities through proactive calls on new and existing customers for Deposits, Loans, and Treasury Management Services. Expectations of this role include successfully and consistently obtaining production goals in new deposit generation (assessed/assigned annually) and in fee generation (assessed/assigned annually). R

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environ

Location 127 Public Square Cleveland, Ohio 44114 Senior Vice President, Portfolio Management Leveraged Finance About the Job Perform financial and business analysis and prepare underwriting documents to support the structuring of complex multimillion dollar Leveraged Finance credit requests, including LBOs, dividend recapitalizations, go private transactions, and material

The primary responsibilities of this position will be to lead a team of Treasury Management Sales and Operational Support staff, grow deposit services for the Company and generate new business deposits and treasury management services opportunities as a producing manager. Additional responsibilities include developing and implementing strategic and tactical plans, creatin

As this is a hybrid position working out of our Creative Studios in Westlake, Ohio, we will focus on candidates currently residing in Northeast Ohio. American Greetings is seeking a dynamic Senior Manager, FP&A who thrives on change and approaches all facets of the job with a continuous improvement mindset. In this role you will provide strategic, analytical and tactical f

This role is responsible for the review and modification of Defined Contribution plans. Additional responsibilities include plan testing, preparation and filing of various IRS and DOL forms, participation in client consultation meetings and Plan terminations. Additionally, this role will conduct research, analysis and audits of various plans and assist in new procedure de

Location 1675 Broadway Denver, Colorado 80202 ABOUT THE BUSINESS KeyBank is committed to growing their National Affordable Housing Platform through their Community Development Lending & Investment group ("CDLI"). CDLI's mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA i

The Manager of Independence will work as a member of MHM's National Team. This role is a key function of risk management and will report to MHM's National Director of Ethics & Independence. This role requires a basic understanding of the various independence rules, the ability to research and apply independence standards to a variety of circumstances, and a desire to grow

Apply Job Type Full time Description Position Summary The Digital Branch Manager is responsible for managing sales and operations of the digital branch and ensuring policies and procedures are being followed. Responsible for delivering an exceptional customer experience through our virtual platform while assuring consistency and alignment with all banking products and serv

All aspects of financing and paperwork associated with delivering vehicles to customers Choosing financial institutions for deal placement Working with financial institutions to ensure timely completion of transactions Sell financing and other finance and insurance products to customers Provide excellent customer service as reflected by CSI scores Meet monthly objectives