- Neuberger Berman (New York, NY)
- …advisory content. Strengthening client relationships, supporting wealth and investment strategy implementation, and expanding client connectivity are core ... and the wealth planning team + Assist in the delivery of holistic wealth strategy services to help clients achieve financial goals and enhance their experience +… more
- Robert Half (Mclean, VA)
- …or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services . JOB LOCATION VA TYSONS CORNER ... JOB REQUISITION Metro DC Technology Audit & Advisory Manager LOCATION WASHINGTON DC - MCLEAN ADDITIONAL...5 + years working in technology audit, consulting, assurance services , risk and control programs, or related field ,… more
- Truist (Norcross, GA)
- …manager role. 3. Advanced knowledge of a broad range of personal financial planning/ advisory /insurance and investment management/asset allocation concepts ... affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and… more
- Citigroup (New York, NY)
- …clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial ... The Investment Banking Senior Associate is an intermediate level...in evaluating corporate transactions and structures + Experience creating financial analyses + Demonstrated problem solving and organizational skills… more
- SMBC (Jersey City, NJ)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional,...+ 7 to 10 years of specialized experience in Financial Services + Experience should be in… more
- Aramco Services Company (Boston, MA)
- …of the investment process, including Sense Checks, Fast Forwards, the Management Advisory Committee (MAC), the Investment Advisory Committee (IAC) and ... in competitive and market strategy, technology commercialization, intellectual property, financial analysis, investment analysis, valuation, negotiation, due… more
- Capital One (Mclean, VA)
- …business, or economics + Investment banking, private equity, or transaction advisory experience + Financial modeling experience, to include DCF and LBO ... / Defense and Technology sectors. KDC is focused on providing comprehensive transaction advisory services - primarily M&A, private financing, and strategic … more
- Regions Bank (Hoover, AL)
- …Responsibilities:** + Maintains responsibility for the development and continual refinement of the Investment Services sales, service and coaching process + ... section of the system. **Job Description:** At Regions, the Investment Services Sales Support Manager is responsible...performance management skills + Experience in a bank or financial institution with a strong consumer investment … more
- Thrivent Financial (Bellevue, WA)
- …advise prospective and current members/customers on suitable financial products and investment advisory services + Open and complete product applications ... in this position will be focused on securities and investment advisory products and services ...a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the… more
- JPMorgan Chase (Jersey City, NJ)
- …elevate every client interaction. As a Subject Matter Expert within the Global Industry Advisory team focusing on Technology clients, you will play a pivotal role in ... and demonstrate robust client-facing skills. Collaborating closely with the broader Technology Advisory Team and Global Lead, as well as Sales Coverage, you will… more