- Neuberger Berman (New York, NY)
- …class, private equity, real estate and hedge funds-on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger ... and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus,… more
- Sanofi Group (Cambridge, MA)
- …with operations in Boston, Paris and Montpellier and with Senior Scientific Advisors serving as global safety experts in various toxicology disciplines based in ... PCS and Member of the global Leadership Team. + Manage Senior Scientific Advisors globally. + Strongly interact with Heads of Research Projects and Development… more
- University of Iowa Community Credit Union (Dubuque, IA)
- …Processors Senior Account Managers, Account Managers, Licensed Insurance Agents, and Advisors . The primary duties of this position include accurate, timely and ... the Producers/LIA's. + Sends cancellations and processes cancellation requests sent by Advisors , LIA's, SAM's, and Processors. + Utilizes DocuSign to assist with… more
- S&P Global (Chicago, IL)
- …(UMA/SMA), Model Portfolios, Investment Advisory Solutions platforms and RIA channel advisors + Outstanding communication skills with ability to articulate complex ... with asset management of wealth + Effective in networking with financial advisors across multiple channels + Prior experience with analytical tools including… more
- UMB Bank (Denver, CO)
- …reviews + Develop relationships with COI's (ie realtors, attorneys, financial advisors , accountants) that will generate business opportunities + Participation and ... with UMB._ **_Who we are_** We are more than a company. We are advisors , consultants, problem solvers, friends, community members, experts, and we are here to help… more
- S&P Global (PA)
- …and salesforce for informed decision-making. + Effective in networking with financial advisors across multiple channels including RIAs, BDs, Independent advisors ... and insurance brokers **Right to Work Requirements:** This role is limited to persons with indefinite right to work in the United States. **About S&P Global** **Dow Jones Indic** **e** **s** At S&P Dow Jones Indices, we provide iconic and innovative index… more
- Comerica (Houston, TX)
- …specialists throughout the process; and keeping the sales process, specialists and advisors on target and on schedule. Attract new customers and retain existing ... Demonstrate expertise by managing or working with the client's outside advisors ; and setting the stage for follow-up sales opportunities. Account Management… more
- Huntington National Bank (Columbus, OH)
- …family conflicts or disputes constructively, preserving family harmony. Coordination with Advisors : Coordinate and align the work of existing planning team members, ... and external advisors , such as lawyers, accountants, and investment managers, to ensure a cohesive and integrated strategy. Philanthropy Management: Help the family… more
- JPMorgan Chase (Plano, TX)
- …provider and expert advisor to the business and HR business advisors ; combining in-depth knowledge of compensation principles, understanding of the business ... influence toward compensation best practices + Align with HR business advisors to identify opportunities, improve existing compensation programs, policies and… more
- Zions Bancorporation (Salt Lake City, UT)
- …Capital Markets division, Bank Dealer, Broker/Dealer, Trust Divisions, Municipal Advisors and Finance, Wealth Management Activities, Registered Investment ... Advisors , Insurance Agency, departments offering investment products and derivatives (eg, swaps, forwards, etc.), and others as needed. Not only will the MLW Risk and Compliance Testing Officer be responsible for executing the testing program, the Risk and… more