• Director, Investment Compliance

    T. Rowe Price (Baltimore, MD)
    …adherence with a diverse set of requirements, including regulatory, prospectus, client -directed, internal investment , and operational restrictions for portfolios ... directly with investment staff to resolve intraday exceptions, and supporting client and fund reporting. The North America Investment Compliance leader will… more
    T. Rowe Price (07/30/25)
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  • Investment Assoc Intmd Analyst Officer

    Citigroup (New York, NY)
    …The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:**… more
    Citigroup (09/05/25)
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  • Investment Portfolio Manager - CFA, Cima,…

    Regions Bank (Indianapolis, IN)
    …+ Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled in applicable ... investment objectives and goals through discussion and identification of client priorities + Implements and communicates investment related changes based… more
    Regions Bank (09/06/25)
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  • Investment Assoc Intmd Analyst Officer

    Citigroup (New York, NY)
    The Investment Associate Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... and their families. **Responsibilities:** + The role of the Investment Associate is to help support the...States and Canada is required. **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor… more
    Citigroup (09/09/25)
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  • Investment Operations Manager

    Regions Bank (Hoover, AL)
    …the execution of investment strategies and enables delivery of exceptional client service . This role requires a strong understanding of regulatory ... section of the system. **Job Description:** At Regions, the Investment Operations Manager plays a critical role in overseeing...and best practices + Develops strategic initiatives to grow client assets under management and improve client … more
    Regions Bank (08/02/25)
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  • Associate , Client Experience…

    BlackRock (Atlanta, GA)
    … investment guideline updates, benchmark changes). + Partner with sales and client service teams to manage onboarding experiences, articulating key milestones ... seamless implementation. + Coordinate with internal teams (eg, portfolio management, investment operations) and external partners to execute client onboarding… more
    BlackRock (09/09/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
    Neuberger Berman (07/18/25)
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  • Negotiator, National Video Investment

    Publicis Groupe (New York, NY)
    **Company description** Zenith is a full- service media agency with capabilities and expertise across all channels and disciplines. Zenith is part of Publicis Media, ... have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for...value for our people, our capabilities and our media investments for some of the world's leading brands. **Overview**… more
    Publicis Groupe (08/29/25)
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  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a...2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is… more
    Neuberger Berman (09/09/25)
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  • Alt Investment Specialist I

    UMB Bank (Milwaukee, WI)
    …alternative investment accounts to achieve complete accuracy. + Use your customer service background to answer client emails and phone calls to achieve ... accurate setup when new funds come to the company. As an **Alternative Investment Specialist** , you will balance accounts to achieve complete accuracy. As you… more
    UMB Bank (08/23/25)
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