- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field ... leadership teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts,… more
- Raymond James Financial, Inc. (New York, NY)
- …company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment ... May also manage specific assigned portfolios while helping to develop investment policy. Recommend changes to policies, processes, standards, and practices that… more
- Raymond James Financial, Inc. (New York, NY)
- …company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned ... and industry best practices through ongoing education, attending conferences, and reading specialist media. Analyze specific problems and issues to find the best… more
- Raymond James Financial, Inc. (New York, NY)
- …responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by ... managing an investment department or unit. + Take responsibility for developing...practices through continuing professional development, attending conferences, and reading specialist media. Skills: + Uses expertise to act as… more
- JPMorgan Chase (New York, NY)
- …assets for institutions and team member investors worldwide. In this client-facing Investment Specialist (IS) role, you will represent our strategies across ... interpersonal skills, including prior sales experience. + Proficient in investment performance, performance composites, attribution, and advisory /model delivery… more
- JPMorgan Chase (New York, NY)
- …~5,000 advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be ... qualifications, capabilities, and skills** + Highly detailed understanding of investment product offerings ( advisory , annuities, insurance, and brokerage… more
- WSP USA (New York, NY)
- …technical specialists globally. Our offer includes transaction services (including PPP), investment advisory , market studies, demand forecasting, technical and ... in the future success of our **Transaction & Commercial Advisory team** and the wider advisory team....working in a leading engineering consultancy firm, or other specialist consultancy + Experience in managing teams and coordinating… more
- Janus Henderson Investors (New York, NY)
- …sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other ... partnership with sales team and Client Portfolio Manager (CPM) owners + Understands investment process and macro content to drive growth across broad set of products… more
- Bank of America (New York, NY)
- …transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. ... Wealth Management Specialist New York, New York **To proceed with...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- CBRE (New York, NY)
- …a matrix structure. + Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm. + Prior ... Investor Relations Director, CBRE Investment Management Job ID 230030 Posted 11-Nov-2025 Service.... Lead the organization of webcasts, quarterly/annual meetings and advisory boards, including coordination and sign-off of associated materials.… more
