- PNC (Irvine, CA)
- …and have an opportunity to contribute to the company's success. As a Senior Business Development Officer within PNC's Institutional Asset Management organization ... plans. Preferred skills/experience: * Proven track record of winning new business from institutional investors * Professional network in the Orange County / Irvine /… more
- Comerica (San Diego, CA)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success ... of the Wealth & Institutional Management business unit by building and maintaining a...custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities… more
- BlackRock (San Francisco, CA)
- …Overview** Our Product Strategists are a critical component of our commercial and investment success. They are seasoned investment professionals embedded in our ... our investors, distribution teams, and clients. Product strategists represent their respective investment teams to both internal and external clients, acting as a… more
- Bloomberg (San Francisco, CA)
- …to:** + Build senior level relationships with many of the top institutional investment firms in the world + Conduct in-depth discussions regarding Bloomberg ... relationships + Solid experience working in, or selling to the buy-side ie pension funds, investment advisors or mutual funds, or alternatively, experience in… more
- PNC (CA)
- …and approving overall investment model, distributing fund-level information to institutional investors and senior management, and participating in the fund ... performance. Performs working capital reserve analysis and recommends fee recognition and distribution. Participates in specific conversations with investors.… more