- City National Bank (Houston, TX)
- …developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. ... decisions, to achieve clients' investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. *… more
- City National Bank (Lake Mary, FL)
- …MANAGER ASSOCIATE* WHAT IS THE OPPORTUNITY? Implement proprietary strategies and asset allocation for Royal Bank of Canada (RBC) Rochdale Financial Advisors ... WILL YOU DO? * Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation… more
- City National Bank (Madison, WI)
- …business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset allocation, ... Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective… more
- Heritage Financial Credit Union (Middletown, NY)
- …Finance Oversight + Provide executive leadership of financial operations, including asset / liability management , capital adequacy, budgeting, and forecasting. ... new and critical position that goes far beyond traditional risk management . This executive role oversees Finance, Information Technology, Strategic Business… more
- Takeda Pharmaceuticals (Boston, MA)
- …of in-person, virtual, or hybrid formats. + Support the development and management of content for advisory board presentations, pre-reads, and discussion guides in ... aligned with brand strategy and objectives. + Facilitate speaker and advisor engagement, including contracting, onboarding, and communication of expectations and… more
- Capital One (Mclean, VA)
- …Finance business (Agency Finance), spanning Fannie Mae, Freddie Mac and FHA/HUD production, asset management , and servicing. You'll have the opportunity to work ... assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective + Engaging and overseeing… more
- HSBC (New York, NY)
- …+ Provide actionable insight to support business performance. Central Finance and ALCM ( Asset , Liability and capital Management ) in support of stress ... to improve underlying financial performance acting as a trusted advisor to senior management , provide valued commercial insights to challenge and steer business… more
- Adecco US, Inc. (Webster Groves, MO)
- …services to individuals, families, and other entities. These services include asset management , retirement planning, estate planning, and comprehensive financial ... Client Service Manager -** **Fiduciary Financial Planning and Wealth Management Services** **Location:** Webster Groves, MO. **Job Type:** Full-Time. **Shift:**… more
- Quanta Services (Aurora, CO)
- …critical, entertainment, and healthcare.At IME, our people are our most valuable asset . We are committed to fostering a culture that prioritizes safety, quality, ... the organization's overall initiatives. What You'll Do Key Responsibilities: Relationship Management : Build and maintain strong relationships with existing clients,… more
- Citigroup (Los Angeles, CA)
- …Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. Citi… more