CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II [...]
Integrates marketing promotions and programs into customer conversations as appropriate.Executes established loss mitigation processes/procedures for the resolution of non-performing and high risk accounts.Sends out client communicatio[...]
Ready to be part of the action?The Senior Procurement Analyst is responsible for planning and executing the sourcing activities underpinning the procurement of goods and services defined within particular sub categories and against les[...]
Develops a product strategy and product vision that delivers value to customers Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap Owns, maintains, and develops a pro[...]
At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even
Key business partner for both the Sales & Operational Leaders for financial modeling, strategic financial proposals, business cases, and financial advice. Commercial Finance Responsibilities: Lead the financial / strategic reviews with[...]
Determine needed programs and/or actions to increase performance on a continuing basis. Identify targets for finance product sales and ensure that such targets are met. Proactively identify client needs and offer appropriate advice in [...]
Materially contribute to health and benefits projects involving the design and management of group medical, dental, life, disability, and time off benefits for clients, including: Benefit plan analysis, design, cost savings and funding[...]
industry and investment content and collateral to support sales efforts and facilitate wholesaler engagement with advisors and investors and to further solidify Centurion’s position as a thought leader. Content encompasses the creati[...]
Monitor and ensure accuracy of collateral calculations of the CDS' Central Counterparty (CCP), National Securities Clearing Corporation (NSCC) and Depository Trust Company (DTC) services for all participants by analyzing results of the[...]