- PNC (NJ)
- …development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling ... Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking,… more
- Robert Half Finance & Accounting (Harrisburg, PA)
- …Harrisburg, Pennsylvania. In this role, you will guide clients through personalized financial planning and investment strategies, helping them achieve their ... * Develop and maintain strong relationships with clients to understand their financial objectives, risk tolerance, and investment preferences. * Create tailored… more
- New York Power Authority (White Plains, NY)
- …Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. ... of various investments, ensuring alignment with NYPA's strategic goals. The Senior Investment Analyst supports and facilitates financial analysis for key … more
- Thrivent Financial (Minneapolis, MN)
- …+ Understanding of different distribution channels . + Expert level of knowledge about financial markets and the investment industry. + Expert level of knowledge ... The Complex Investment Solutions Manager is responsible for playing a...a lead role in providing sales support to Thrivent Financial Associates (FAs) across the ecosystem and through all… more
- Wellington (Boston, MA)
- …Platform Finance Director is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will partner with ... Lead the financial planning, budgeting, forecasting, and analysis for the Investment platform. + Drive cost efficiency and operational excellence across the … more
- Wells Fargo (Minneapolis, MN)
- …The WIM division at Wells Fargo is a leader in the US financial landscape, delivering tailored wealth management, investment , and retirement solutions that ... while gaining exposure to senior leaders. Analyst responsibilities may include investment management, financial analyses, project management, and consulting in… more
- Manulife (NH)
- …: + 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure ... **Position Overview** The **Director, Investment Specialist/Head of Co-Manufactured Products** will lead the end-to-end development and product management of… more
- US Bank (Cincinnati, OH)
- …between $25,000 and, up to, $250,000 in investable assets who may require multiple financial product offerings. The Investment Consultant will have access to a ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...Investment Consultant works by appointment and handles the financial discovery process for internal team partners and makes… more
- Manulife (Boston, MA)
- …: + 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure ... **Position Overview** The **Director, Investment Specialist/Head of Co-Manufactured Products** will lead the end-to-end development and product management of… more
- Manulife (Boston, MA)
- …+ Support senior investment officers in analyzing and evaluating new investment opportunities + Take ownership over financial modeling and preparing ... performance of companies in which we have invested, including investment research and financial analysis + Contribute to a flexible, dynamic, and team-oriented… more