Overview: Marathon is a New York-based global investment advisor with over $23 billion of capital under management..., economics (with a quantitative focus), or a quantitative discipline. 1–3 years of experience in the financial industry...
a deep knowledge of how Prove solutions meet the client/prospect's use case to become a trusted advisor. Conduct discovery...: Competitive salaries & Bonus Plan (for eligible roles) and Equity Plan Modern Health for financial, mental, and physical wellness...
, corporate hybrids, and preferreds), generating security specific investment ideas, building and maintaining company financial..., participating in client meetings, and presenting on advisor calls. Provide customized portfolio analysis for clients and recommend...
for determining members' financial needs and making referrals where necessary, promoting the Credit Union's product line, processing... service excellence model to become a trusted advisor to members by presenting the features and benefits of UNFCU’s products...
. Primary Responsibilities Maintain strong client relationship, serve as trusted strategic advisor leveraging scheduled, ad... road-mapping / budget forecasting, financial cost analysis reports and documentation. Engage with client compliance team...
, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions... objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital...
scalable, innovative, advisor-centric tools. What You'll Do: Partner with product managers, engineering, and business..., financial services, or enterprise technology solutions. Familiarity with Generative AI and Agentic AI use cases...
with enterprise data governance, security, and compliance standards. Act as a technical advisor to the Data Management team... Architect in enterprise environments, ideally in financial services. Strong proficiency in Dataiku (DSS), with experience...
scalable, innovative, advisor-centric tools. What You'll Do: Partner with product managers, engineering, and business..., financial services, or enterprise technology solutions. Familiarity with Generative AI and Agentic AI use cases...
as Appointed Actuary for U.S. legal entities, signing SAOs, and overseeing reserving governance, valuation, and financial reporting... as trusted advisor to Global Chief Actuary. Seeking an ACAS/FCAS with 10+ years' actuarial experience and deep Reserving...
. Primary Responsibilities Maintain strong client relationship, serve as trusted strategic advisor leveraging scheduled, ad... road-mapping / budget forecasting, financial cost analysis reports and documentation. Engage with client compliance team...
, and financial performance. Essential Duties & Responsibilities Real Estate Strategy & Portfolio Management · Develop... transactions align with brand, financial, and operational goals · Manage external brokers, developers, and consultants to drive...
as a trusted advisor for traffic engineering services. Prepare competitive proposals and pursue prospective opportunities... for physical, mental, and financial well-being. Our benefit offerings cover the must-haves (healthcare and retirement), the just...
Engagement Manage a portfolio of accounts and ensure overall performance of client campaigns. Serve as a trusted advisor.... ABOUT OUR BENEFITS Healthy, happy employees make Zeno better, so we have programs that support physical, mental and financial wellness...
deep expertise in traditional financial risk management principles combined with a profound understanding of blockchain... advisor to senior management, ensuring all digital asset activities align with regulatory requirements, internal policies...
Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies... hardest technical, commercial, and regulatory problems around. In this role you will be a key advisor to Stripe's product...
goods (CPG), pharma, health and wellness, entertainment, financial services, energy, toys and gaming, direct to consumer... to deliver compelling presentations and storytelling and command an audience / Seen as a partner and advisor by clients...
with enterprise data governance, security, and compliance standards. Act as a technical advisor to the Data Management team... Architect in enterprise environments, ideally in financial services. Strong proficiency in Dataiku (DSS), with experience...
opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small... segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the...
Development based in Weehawken, NJ. This team acts as trusted advisor to our Field Leaders and Financial Advisors. We will drive...? Do you have a proven track record developing relationships? Do you want to go the extra mile to help our Financial Advisors and Field...