- Truist (Norcross, GA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market...Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. 3. Advanced… more
- MetLife (Whippany, NJ)
- …the Operations Department in Whippany, NJ. Here you will work directly with investment personnel, marketing and sales representatives, and legal and compliance ... Company Overview: MetLife Investment Management (MIM) offers the chance to be...opportunity to work alongside experienced professionals, learn about complex financial instruments, and contribute to process improvements that enhance… more
- TD Bank (New York, NY)
- …considered. + Experience in providing legal, regulatory or compliance advice to Markets sales and trading + Knowledge Corporate Investment Banking and Capital ... New York City. The ideal candidate must have compliance experience in the investment banking space, preferably in an advisory capacity. The Director will primarily… more
- Neuberger Berman (Chicago, IL)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... and will play a pivotal role in supporting Neuberger Berman's securitized products investment efforts. This person will work closely with members of the Securitized… more
- Lincoln Financial (Charlotte, NC)
- … investment accounting issues. + Conducts presentations and communicates complex investment accounting risks and financial implications to Senior Management. ... complex research, analysis, & proper accounting treatment of Lincoln's derivative investment positions to support strategic investment operations, hedging… more
- City National Bank (Irvine, CA)
- …or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new ... (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust… more
- Janus Henderson Investors (Denver, CO)
- …Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. ... are looking for a strong product marketer with significant experience in financial services/asset management. This position will own the development and execution of… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... among NB internal constituencies of the Fund, including the Private Markets Investment Team, Sales Management, Client Advisors, and Marketing. + Present… more
- MetLife (Whippany, NJ)
- …Experience and Technical Skills: Required: * 2+ years' experience at an asset manager , bank, or other financial institution * Strong Excel and PowerPoint ... Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the… more
- Equitable (TX)
- …and analyze opportunities. + Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals. + ... Candidate will be responsible for communication with National Sales Manager on an ongoing basis. +...Candidate must be able to identify, create and implement investment fund and MPS model sales opportunities.… more