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Client Relationship Manager - Investments

Avidia Bank  –  Hudson, MA, 01749
... of client information and adhere to all privacy and security standards Collaborate with internal team to resolve client and administrative needs Track referrals from bank business partners to the assigned Financial Advisor(s) from start to finish. ... - Feb 05

President/CEO, CCC

Catholic Charities, Diocese of Cleveland  –  Cleveland, OH, 44101
... The role of Secretary of the Secretariat for Catholic Charities is as an advisor to the Bishop and member of the Bishop’s ... level management experience in health and human services, nonprofit business management practices, and financial management. ... - Feb 05

Finance & Grants Controller

Artists ReEnvisioning Tomorrow Inc  –  Peoria, IL, 61603
... the CEO on financial risk, compliance, and strategic decision-making. Partner closely with the CEO and Chief Operations & Program Officer to align budgets, cash flow, and compliance with organizational priorities. Serve as a trusted advisor who can ... - Feb 05

Licensed Clinical Social Worker

Cottage Health  –  Santa Barbara, CA
... charity applications, Family Assistance Fund, community resources, home healthcare, institutional placements, financial ... intervention to the attending physician, risk management, department director and/or physician advisor as appropriate. ... - Feb 05

Client Relationship Manager - Associate

J.P. Morgan  –  Jersey City, NJ, 07097
... Proactive nature with a commitment to serving as a trusted advisor to customers Strong analytical and problem-solving skills ... growth.ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to ... - Feb 05

Legal Engineer - Agent Deployment

Norm AI, Inc  –  Manhattan, NY, 10261
... Build Client Trust: Cultivate long-term relationships with clients, becoming a trusted advisor by proactively addressing ... with legal professionals, compliance officers, or in highly regulated industries (e.g., financial services, insurance). ... - Feb 05

Financial Service Advisor

Arcadia Financial  –  Manchester, NH, 03101
... expert financial guidance with a personalized approach. If you're passionate about empowering clients to achieve financial freedom and thrive in a dynamic, growth-oriented environment, we'd love to meet you. Job Summary As a Financial Advisor at ... - Feb 05

College Career Advisor - College Pathways

The Classical Academy  –  Colorado Springs, CO, 80921
Position Type: Secondary Support Staff/Academic Advisor Date Posted: 1/23/2026 Location: College Pathways Date Available: 02 ... Conduct research and provide education to families regarding scholarships and financial aid Assist students with application ... - Feb 05

Director, Tax Operations and Strategy

Goodwin Procter Boston  –  Boston, MA, 02298
... and scalability of tax operations.* Serve as a strategic advisor to firm leadership on tax implications of business ... disruptors in the life sciences, private equity, real estate, technology and financial industries, and where they converge. ... - Feb 05

Financial Advisor

Strategies For Wealth Management Ll  –  Shelton, CT, 06484
100000USD - 250000USD per year
... Our focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence. We are looking for a Financial Advisor who is passionate about retirement planning ... - Feb 06
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