- BMO Financial Group (Chicago, IL)
- …Leadership Expert level of proficiency: + Loan Structuring + Regulatory Compliance + Portfolio Management + Credit Risk Assessment + Banking Operations + ... + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
- Bank of America (San Antonio, TX)
- Investment Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the...+ Trading Strategy + Trading and Investment Analysis + Portfolio Analysis + Portfolio Management … more
- UNUM (San Diego, CA)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... join Team Unum today! **General Summary:** General Summary The Client Development Specialists role is instrumental to the success...drive consistency and growth through enrollments, in force block management and sales support. This role will be a… more
- JPMorgan Chase (New York, NY)
- …'s role is to know the portfolios they represent as if they were the Portfolio Manager ("PM"). The Investment Specialist should be fully integrated with the ... join our Alternatives Global Transportation team as an Investment Specialist . Our alternative strategies are designed to achieve specific...team is the primary point of contact with the client on investment matters, ie, portfolio results… more
- Bank of America (Greenwood Village, CO)
- Wealth Management Specialist - NPD Greenwood Village,...Acumen + Client Management + Client Solutions Advisory + Portfolio Management ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Zurich NA (Jefferson City, MO)
- Underwriting Specialist OR Executive Underwriter- Private Non Profit Management Liability 124507 Zurich is currently looking for an Underwriting Specialist ... you will be responsible for underwriting and managing a portfolio of management liability risks for private...This role will be filled at either the Underwriting Specialist OR Executive Underwriter Level. The hiring manager will… more
- JPMorgan Chase (New York, NY)
- … pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams. **Job Responsibilities** ... Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising,...Global, you will assist and promote new and existing client management including managing a team of… more
- US Tech Solutions (Brooklyn, OH)
- …administration, wealth management , and/or technology operations. + Must have a client first attitude and possess sense of urgency for problem resolution. . + ... purpose of this position is to support company's Wealth Management business with a focus on the bank's Fiduciary...+ Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust… more
- US Tech Solutions (Brooklyn, OH)
- …administration, wealth management , and/or technology operations. + Must have a client first attitude and possess sense of urgency for problem resolution. . + ... + Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust...working knowledge of mobile space, browsers, systems issues and client navigation. + Minimum of three years experience in… more
- JPMorgan Chase (New York, NY)
- …across product development, distribution management , and portfolio management . + Oversee the end-to-end client onboarding process, including negotiating ... for institutions and team member investors worldwide. In this client -facing Investment Specialist (IS) role, you will... types and investment wrappers. You will collaborate with portfolio managers, client advisors, and many internal… more