- Atria Wealth Solutions (Allentown, PA)
- …Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development ... regularly with the Program Manager and trains, if necessary, with Program Manager . + Drives investment and program integration initiatives with credit union… more
- Atria Wealth Solutions (Richmond, VA)
- …Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development ... regularly with Program Manager and trains, if necessary, with Program Manager . + Drives investment and program integration initiatives with credit union… more
- PNC (TX)
- … investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... of business to better understand their goals and objectives and recommend investment solutions tailored to their individual situation and needs. Additionally, they… more
- PNC (Mansfield, TX)
- … investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... the company's success. As a Financial Advisor within PNC's Investment team, you will be based in Mansfield, TX....in Mansfield, TX. Financial Advisors are based within a bank branch and work within a highly collaborative circuit… more
- CVS Health (Hartford, CT)
- …insights into Aetna's current portfolio, you will work closely with a Senior Investment Manager who specializes in affordable housing investments. Given the ... and complete quarterly and annual reporting from each Fund Manager (Syndicator) in accordance with fund partnership agreements. +...Managers in decision making and timing of potential asset sales . + Assist Investment Managers in their… more
- Principal Financial Group (Des Moines, IA)
- …performance of assets, driving value creation, and ensuring alignment with broader investment strategies and risk management parameters. The ideal candidate has deep ... including acquisitions and dispositions. **Key responsibilities:** + Engage with portfolio manager to shape the portfolio strategy and performance of a… more
- MetLife (Whippany, NJ)
- …the Operations Department in Whippany, NJ. Here you will work directly with investment personnel, marketing and sales representatives, and legal and compliance ... Company Overview: MetLife Investment Management (MIM) offers the chance to be...range of asset classes including Public Fixed Income, Derivatives, Bank Loans, Private Placements, and Real Estate. The team… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... sits within Neuberger Berman, a 75 year old global investment firm with $515bn of AUM, including $140bn within...memos + Assistance with raising debt financing in the bank and broadly syndicated loan markets in support of… more
- Citigroup (New York, NY)
- …single and multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment professionals and further ... Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net… more
- PNC (Washington, DC)
- …in the Washington DC market. This position provides critical support for investment and sales professionals responsible for PNC's institutional asset management ... basis. Some responsibilities may be performed remotely, at the manager 's discretion. As an Associate Portfolio Administrator at PNC,...with the team to provide a wide range of investment , client reporting, administrative and sales support.… more