- PNC (Houston, TX)
- …Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management **Competencies** ... opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based… more
- Wells Fargo (Charlotte, NC)
- …Learn more about our career areas and lines of business at wellsfargojobs.com. ** Financial Institutions Investment Banking Coverage** This position is for a 1st ... or 2nd Year Associate role with the Financial Institutions investment banking coverage team. In this role you will support deal origination and transaction… more
- PNC (Philadelphia, PA)
- …of investment markets and/or ability to learn * Ability to communicate complex financial and investment topics in a clear and concise manner * Prior ... manage multiple projects while adhering to tight timelines * Experience in financial services/ investment marketing and the requisite knowledge of compliance and… more
- Thrivent Financial (OH)
- …opportunities for Thrivent Funds. RICs provide sales and sales support to Financial and Investment Representatives within all channels Thrivent Distributors has ... **Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent...as well as assist in some national assignments to Financial and lnvestment Representatives. The RIC is an external… more
- Truist (Tampa, FL)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
- Lincoln Financial (Radnor, PA)
- …accounts requests. + Provide support for retirement business including conducting investment reviews with existing clients including financial advisors and ... 74931 **The Role at a Glance** Lincoln Financials Client Investment Strategies (CIS) team acts as a source of...manager role for alternative investments. + A passion for financial markets. + CFA/CAIA designation(s), or willingness to pursue… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER* WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... Investment Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and… more
- State of Michigan (East Lansing, MI)
- …Certified Treasury Professional (CTP) designation. Experience Two years of professional investment , financial and/or economic administration experience as a ... SENAMGR - Do you possess at least two years of professional investment , financial and/or economic administration experience as a manager, program specialist, or… more
- Robert Half Finance & Accounting (Santa Fe, NM)
- Description We are looking for an experienced Investment Accountant/CPA to oversee fund accounting, financial reporting, and investment portfolio management ... ensuring alignment with public interests and regulations. * Monitor and analyze investment performance, making recommendations to optimize financial outcomes. *… more
- Regions Bank (Hoover, AL)
- …and vendor management. An integral part of this role is supporting the Area Investment Executives, the Financial Advisors and Senior Management. This role works ... or a related field + Ten (10) years of experience in the investment or financial services industry, of which two (2) years must be in a supervisory/managerial… more