- Neuberger Berman (New York, NY)
- …experience at a law firm, specializing in Trust & Estate or a related Financial Services field + Proven track record managing complex, high-net-worth client ... a strong emphasis on trust and estate planning, wealth strategy, and investment advisory services + Exceptional communication and interpersonal skills, with the… more
- World Insurance Associates, LLC. (Worcester, MA)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make ... private client, employee benefits, human capital and payroll outsourcing, and retirement financial services . Qualifications + Must have proven experience with a… more
- Ankura (Chicago, IL)
- …This position will support either the Ankura Data & Technology Business Group or the Risk Advisory Group - two of our six practices focused on client delivery ... critical decision making. The team provides data analytics and advisory services in a wide variety of...disparate sources of data; + Analyze and interpret historical financial , operational, and transactional data; + Create summaries, data… more
- HCA Healthcare (Houston, TX)
- …Hospital of Texas which is a part of the nation's leading provider of healthcare services , HCA Healthcare. Do you want to work where you have a voice? Nurses are ... nurses to have a voice through professional practice councils, advisory councils, vital voices surveys, and units of distinction....and Qualifications** **We are seeking a Manager (RN) within Risk for our facility to ensure that we continue… more
- Comerica (Auburn Hills, MI)
- …management, with at least 3 years in a supervisory or leadership role. Experience in financial services and IT auditing is highly preferred + 6 years of ... and communicate effectively with senior stakeholders + 4 years of experience in financial services industry. Strong knowledge of financial services… more
- First Horizon Bank (Coral Gables, FL)
- …and experience. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and ... wealth management client relationships and delivers high quality fiduciary services . Officer assumes primary responsibility for overall client satisfaction as… more
- Bank of America (San Jose, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Citigroup (New York, NY)
- …low touch cash trading needs - working closely with Sales Trading and Execution Advisory Services team to increase mindshare + Develop, implement and drive ... Touch Cash Sales Trading, Program Trading , Prime Brokerage, Advisory and Derivatives Sales in order to grow Citi's...team strategy and deliver a high level of customer service + Develop new relationships, cement current relationships and… more
- Charles Schwab (Boston, MA)
- …organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab's approach to investing. ... Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and...to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is… more
- Capital One (New York, NY)
- …a newly created "Know Your Partner" ("KYP") Program focused on Network Participant AML risk . This newly created role is an exciting opportunity to establish and lead ... opportunity to shape the foundation and strategic development of a critical risk management function. The successful candidate will establish a network participant… more