- City National Bank (Santa Fe, NM)
- …Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations.… more
- Two95 International Inc. (San Francisco, CA)
- …plus seven years of progressively responsible, post-baccalaureate experience as Business Analyst , Client Relationship or Management Associate + Masters Degree ... merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations + Develops investment scenarios and corresponding… more
- City and County of San Francisco (San Francisco, CA)
- …monitor productivity of staff; + Supervises the psychosocial assessment of client /patients for behavioral health services in behavioral health and/or primary care ... applying intensive casework and psychotherapy techniques for the benefit of client /patient; observes client /patient's condition and reactions; determines degree… more
- City and County of San Francisco (San Francisco, CA)
- …for the disposition of each case; + Compiles and maintains client records by preparing written/electronic documentation, charts, statistical data, periodic reports, ... interventions; actively manages caseload by maximizing use of resources to meet client needs; + Advocates for accessibility and improved services for individual… more
- Nuveen Investments (Dallas, TX)
- **Vendor Program Sr. Analyst ** The Vendor Program Senior Analyst job is responsible for building relationships with vendors and third-party service providers, ... world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before...for our clients and the many Americans who need us . **Our Culture of Impact** At TIAA, we're on… more
- JPMorgan Chase (New York, NY)
- Are you ready to shape the future of digital banking? Join us at Chase as we transform customer experiences through innovative data and analytics. As a Tagging ... Analyst , you will play a key role in ensuring...channels deliver reliable, actionable insights. Your expertise will help us deepen customer engagement and position Chase as a… more
- Commerce Bank (St. Louis, MO)
- …management experience required + 3+ years leadership/supervisory experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner ... in our communities and the ones that work with us . Here, you'll find opportunities to grow and learn,...trust management to develop strategy for the achievement of financial goals and client retention + Ensure… more
- City National Bank (Houston, TX)
- …Degree * A minimum of 10 years of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S IN IT FOR YOU?* ... WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients'… more
- HUB International (San Diego, CA)
- …the account team, which may be comprised of an Account Representative(s) and Benefit Analyst (s) on all client work and deliverables. + Ensures account team is ... community. **WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US .** We have the competitive, exciting, and friendly work...future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates… more
- HNTB (Arlington, VA)
- …budgets, profitability, earnings variances, cash flow, and contract compliance. The Project Analyst acts as the primary financial advisor throughout the project ... you while building communities that matter to all of us . For more than a century, we have been...of employee-owners. This opportunity entails being responsible for providing financial guidance to project teams, with a focus on… more