- City National Bank (New York, NY)
- …Management Division to balance prudent risk management, regulatory oversight, business development , and client relationship management. The position requires a ... deep understanding of fiduciary law, risk management, regulatory compliance, and investment oversight. *WHAT WILL YOU DO?* * Regulatory compliance: Oversee all… more
- Nuveen Investments (New York, NY)
- …Nuveen Green Capital as a market leader and trusted advisor. + Client Engagement & Relationship Development - This position involves implementing high-impact ... (IR) team serves as a strategic bridge between Nuveen Green Capital's investment platform and the broader investor community. Operating in a highly cross-functional… more
- Medtronic (Minneapolis, MN)
- …Finance, to join its award-winning investor relations (IR) team and lead the development and execution of its global IR strategy related to financial communication. ... will also serve as an interface between Medtronic and the investment community, responsible for communicating the company's vision, strategy, and financial… more
- Columbia Bank (Los Angeles, CA)
- …CFP, CWS, CEPA, or AIF, required. + 5+ years of experience as an investment executive , financial advisor, certified financial planner, investment advisor ... marketing and business development skills, keeping the best interest of the client in mind. + Ability to develop and maintain rapport via phone, webinar, and… more
- Charles Schwab (Westlake, TX)
- …of the role. + **Communication and Stakeholder Management:** + Support the development of high-impact executive presentations that articulate our vision, ... the heart of an unprecedented era of opportunity for independent Registered Investment Advisors (RIAs). As the landscape becomes increasingly complex, with new… more
- Aegon Asset Management (Denver, CO)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- IQVIA (ME)
- …Act as a credible source of market insight to inform IQVIA's product development and investment decisions. _Team Leadership:_ + People Leadership: Lead, mentor, ... life sciences or healthcare. + Demonstrated success in growing multi-million-dollar client portfolios. + Exceptional communication, executive presence, and… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Ankura (TX)
- …$2-$4 million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be ... . Oversee multiple engagements simultaneously, ensuring high-quality deliverables and client satisfaction. . Provide leadership, mentorship, and development … more
- AECOM (Chicago, IL)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... implementation, AECOM Advisory is a trusted adviser to senior level clients and executive teams on their most pressing enterprise and strategic needs. Projects range… more