8 president jobs found

POSITION TITLE: Wealth Management Operations Associate REPORTS TO: Executive Vice President, Investments POSITION OVERVIEW: The Wealth Management Operations Associate position requires a highly organized and detail-oriented individual. This position offers a unique opportunity to be part of a growing firm with strong momentum and a clear vision for the future. The successful candidate will play a key role in the day-to-day management and onboarding of client accounts, providing essential support to our advisors so they can focus on building meaningful client relationships and delivering high-quality financial guidance. ESSENTIAL DUTIES and RESPONSIBILITIES, includes the following responsibilities, but not limited to: Open and process new client accounts across multiple platforms (brokerage, retirement, advisory, and trust accounts) on a daily basis Submit and track account transfer requests including ACATs, journals, ACH setups, and disbursements Maintain accurate...

The Regional Vice President (RVP), Account Management is a senior sales leader responsible for developing and executing the Account Management strategy across a large regional portfolio of Mid-Market and Enterprise clients. You will lead, inspire, and scale a high-performing team of Account Management leaders and Account Managers focused on customer retention, renewals, and incremental revenue growth. This role requires a seasoned executive who brings strong commercial acumen, operational rigor, and a passion for developing talent. You will partner closely with senior leadership across Sales, Customer Success, Product, and Professional Services to ensure customers realize the full value of Cornerstone's solutions and remain long-term strategic partners. In This Role, You Will... Strategic Leadership & Execution Own the regional Account Management strategy, defining the vision, operating model, priorities, and performance standards for the team....

AMSOIL is currently seeking a Director, Human Resources—Talent Management Our people drive our success, and their safety is our greatest concern. The Director, Human Resources—Talent Management is an essential leadership role that contributes to the success of the organization’s people strategy. This role directly oversees talent acquisition, employee engagement, employee relations and employee development across multiple locations. The Director, Human Resources—Talent Management oversees a team and partners closely with both the Senior Vice President of HR and Director, HR—Operations in developing and executing the Human Resources strategy. EXAMPLES OF WORK PERFORMED / ESSENTIAL FUNCTIONS (ACTUAL AREAS OF OVERSIGHT MAY VARY): Talent Acquisition—Directs a team to: Partner with Senior Leaders to understand business operations and how talent can support their success. Provide oversite to Talent Acquisition Specialist and Talent Acquisition Coordinator to ensure...

Job Summary This position will execute and maintain master data policies, collect and protect agreed master data standards, and promote a need for fit-for-purpose master data to support business processes. Partner with IT on system enhancements; provide requirements and testing support for master data process improvements. The position is to ensure high-quality master data and to advance the use of master data critical to SAP, acting as the primary operational point of contact for master data requests and issue resolution to stakeholders. Additionally, you'll address challenges in master data management and governance, set up a governance model with appropriate business accountabilities, and utilize innovative technologies to streamline master data processes. This role will also assist the FP&A team with management reporting for domestic and global leadership. This role requires a strategic thinker with strong analytical skills and the ability to manage cross-functional...

Work at Home- Issue Management and Change Manager, Principal Associate We are seeking a highly motivated process professional with excellent organizational and communication skills. A successful Bank Customer Resiliency(BCR) & Consumer Reporting and Protections (CRP) Issue & Change Manager is adaptable, applies integrated thinking, and supports the Bank's risk event standard. They will have a high level of exposure to every aspect of the Bank Collections and Recoveries, Credit Bureau, Bankruptcy, SCRA, from data management to regulatory compliance. They will proactively identify and resolve issues identified and will be critical to the strengthening of our Well Managed processes as we scale. The Issue & Change Management Lead will be tasked with creating a process to centralize issues and ad hoc requests to improve our processes. They will be responsible for leading change management objectives that include planning the change, managing the change, and...

Job Description Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based in Pewaukee, WI. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all...

Job Summary In collaboration with the Senior Director of Clinical Management, the Director is responsible for the operational strategy and management of Otsuka clinical programs, including coordination with other relevant parties (e.g., other Otsuka departments, external service providers (ESPs), etc.). Responsibilities include the planning, execution, and completion of clinical programs according to applicable regulations and guidance; ICH Guidelines, Good Clinical Practices (GCP), and Otsuka SOPs, within agreed upon timelines and budget. Job Description Provides scientific clinical research and operational expertise in the development of overall strategy and objectives of the Global Clinical Development Plan (GCDP), including performing/overseeing and providing background research. May represent Clinical Management in the development of the Clinical Development Plan, timelines, and budget for Business Development opportunities. Ensures program specific...

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Chief Facilities Officer - Facilities Planning & Management Job Category: Limited Employment Type: Regular Job Profile: Chief Fac Off (Inst) (B) Job Duties: Attention: The Facilities Planning & Management Department in the Division of Finance and Administrative Affairs at the University of Wisconsin-Whitewater seeks a Chief Facilities Officer (Chief Facilities Officer (Inst) (B), FP144). This will be a full-time Limited Appointment serving at the pleasure of the Chancellor. To learn more about this type of appointment please see the UW System Administrative Policy 1251: Appointment Terms & Designation of Positions and the Personnel Rules . Job Details: The Chief Facilities Officer reports to the Vice Chancellor for Finance and Administrative Affairs...