- BMO Financial Group (New York, NY)
- The Financial Institutions Group (FIG) Investment Banking team is hiring a Vice President to join in New York. Provides a combination of deep industry sector ... needs. + Initiates contact with partners for new client sales . + Directly manages a diverse portfolio of private...+ Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions.… more
- US Bank (Cincinnati, OH)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and… more
- Capgemini (New York, NY)
- Project Manager (alternative investment str, capital calls/distribution) Choosing Capgemini means choosing a company where you will be empowered to shape your ... and stakeholder engagement, with a strong understanding of alternative investment products and workflows. Lead end-to-end project lifecycle: planning, execution,… more
- BJC HealthCare (St. Louis, MO)
- …**Additional Information About the Role** BJC HealthCare has an opportunity for an Investment Tax Manager . Ideally looking for experience with trust and state ... in community benefit. That includes $410.6 million in charity care and other financial assistance to patients to ensure medical care regardless of their ability to… more
- Atria Wealth Solutions (Vancouver, WA)
- …Qualifications/Skills Required + Financial Advising-Advanced + Direct Investment -Advanced + Insurance Sales -Advanced + Communications-Advanced + Customer ... Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services...advising experience with proven track-record of success in direct investment and insurance sales . + Bachelor's Degree… more
- Citigroup (O'Fallon, MO)
- The Citi Wealth Investment Services Team Manager will have direct supervisory responsibilities over licensed associates who are handling inbound and outbound ... calls in a "service to sales " role. Responsible for ensuring team members are providing...to maintain these standards. **Qualifications:** + 6-10 years of financial services experience + Experience in people management, client… more
- Bank of America (Pennington, NJ)
- …**Job Description:** This job is responsible for partnering with field leadership and financial advisors to grow the Investment Advisory Platform by helping to ... senior investment advisory specialists to develop strategic initiatives. The Investment Advisory Specialist (IAS) will support Financial Advisors and Wealth… more
- Bank of America (Frisco, TX)
- …+ 10+ years experience in financial services industry + 10 years sales experience + Knowledge of professionally managed investment products and/or ... grow, and make an impact. Join us! **Job Description:** The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client… more
- JPMorgan Chase (Los Angeles, CA)
- …in front of managers, clients and investors. + 6+ years of experience in investment sales , alternative investment due diligence, alternative product investor ... and clients considering the use of an alternative asset manager within an investment portfolio . Managers...private credit and real estate + Proven experience in investment management sales ; experience within a capital… more
- JPMorgan Chase (New York, NY)
- …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 ... Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes… more