• VP, Investment Counselor - Citi Private…

    Citigroup (San Francisco, CA)
    The Investment Counselor Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
    Citigroup (07/04/25)
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  • Citi Private Bank - UHNW Investment

    Citigroup (New York, NY)
    …Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank ... serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly… more
    Citigroup (07/03/25)
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  • Investment Analyst

    Wellington (New York, NY)
    …led by an Investment Director. This product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm to ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
    Wellington (06/26/25)
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  • Senior Economist - Investment Strategy…

    Vanguard (Malvern, PA)
    The Investment Strategy Group, within the Investment Management Group, is comprised of researchers with specialization in economics, psychology, business, ... finance, data science, Advice Methodology, and more. The Investment Strategy Group develops and maintains key elements of Vanguard investment methodology. This… more
    Vanguard (06/25/25)
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  • Senior Associate Accountant- Investment

    Principal Financial Group (Des Moines, IA)
    **What You'll Do** The Investment Accounting team is looking for a Senior Associate Accountant who possesses initiative and passion for investment accounting. We ... AWS, PAM Accounting system, etc.).The role is on our investment accounting team which is responsible for the daily...as well as multiple private funds for our Private Alternative Credit asset class. Functions on the team include… more
    Principal Financial Group (06/10/25)
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  • Fixed Income Investment Communications…

    Neuberger Berman (Chicago, IL)
    …Berman:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $508 billion in assets under management as of ... teams to deliver high-quality, compelling marketing collateral that best reflects our investment teams, products and firm. We are looking for an experienced team… more
    Neuberger Berman (06/24/25)
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  • Asset Management - Internal Client Advisor…

    JPMorgan Chase (New York, NY)
    …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... management, currency, asset allocation, and alternative asset classes - allow investors to find strategies...aligned on the objectives needed to achieve the territory's sales goals + Demonstrate effective territory management skills by… more
    JPMorgan Chase (06/26/25)
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  • Vice President, US Wealth Advisory Sales

    BlackRock (San Francisco, CA)
    …firms and platforms to distribute BlackRock's alpha-seeking and iShares investment capabilities and drives the adoption of BlackRock's portfolio construction ... Further, we work to cultivate relationships with key distributors of our investment products, such as broker-dealers, banks, registered investment advisers,… more
    BlackRock (07/20/25)
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  • Director, Sales Support (Hybrid- NYC)

    Broadridge Financial Solutions (New York, NY)
    …Master Order, Portfolio & Risk Management Solution, focusing on hedge funds and alternative investment managers. Ideal candidates will have a strong background ... in derivatives, valuation, risk management with a focus on alternative investments. This role includes two critical components; a...the pre- sales / solutions team throughout the sales process, with a focus on front-to-back investment more
    Broadridge Financial Solutions (07/04/25)
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  • Asset Management - Sales Manager - Vice…

    JPMorgan Chase (New York, NY)
    …and individual clients meet their financial goals by providing industry leading investment solutions. We focus on helping clients understand the complexities of the ... use client insights to help them customize and construct investment portfolios. We offer a wide array of financial...multi-asset, alternatives). **Job Summary** We are looking for a Sales Desk Manager for our Institutional Advisor Channel (IA)… more
    JPMorgan Chase (08/03/25)
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