- BlackRock (San Francisco, CA)
- …subject matter expertise on BlackRock Model Portfolios + Implement customized portfolio solutions in conjunction with the advisor 's investment goals + Deliver ... and individual investors around the world. BlackRock offers a range of solutions -from rigorous fundamental and quantitative active management approaches aimed at… more
- Wells Fargo (El Segundo, CA)
- …counties, school districts, utilities, and transit authorities-by delivering tailored financial solutions and acting as a trusted advisor across the full ... funding cycles, and operational challenges. + Act as a strategic advisor to financial decision-makers within government entities, proactively managing… more
- AON (Fort Washington, PA)
- …the AICPA Insurance Trusts (Trusts). The ideal candidate will serve as a key advisor and subject matter expert on the Trusts portfolio, providing guidance to the ... Aon stands out in the industry by offering unparalleled expertise and innovative solutions tailored to the needs of CPAs. The AICPA Member Insurance Programs empower… more
- JPMorgan Chase (New York, NY)
- …innovating, modernizing, and creating efficiencies using AI, automation, and traditional development solutions to scale the origination experience while ... and a desire to drive change. + Lead the development and enhancement of mortgage financial products/features...Legal, Risk, and Compliance. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions… more
- Neuberger Berman (New York, NY)
- …Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions . This role requires exceptional communication, project ... products and a platform supporting Wealth Advisors and their clients. Product solutions will include both in-house development and vendor application… more
- KeyBank (Dallas, TX)
- …active real estate owners, investors and developers. Senior Bankers provide comprehensive financial advice and solutions that enable the clients to meet ... Key values. **ESSENTIAL JOB FUNCTIONS** + Serves as Trusted Advisor to clients by developing a clear and holistic...capabilities of all team members to both deliver comprehensive solutions to our clients and achieve team's financial… more
- KeyBank (Newport Beach, CA)
- …real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable the clients to meet ... Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active...capabilities of all team members to both deliver comprehensive solutions to our clients and achieve team's financial… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- … financial , or wealth management industries (eg, estate planning attorney, financial advisor , CPA , or related profession), providing strong credibility ... MBA , or master's in management) or relevant certifications such as CAP (Chartered Advisor in Philanthropy), CFP (Certified Financial Planner), or CPA , is… more
- JPMorgan Chase (Plano, TX)
- …the Chase Associate Program (CAP), Chase Leadership Development Program (CLDP), Financial Advisor Development Program (FADP), and various Emerging Talent ... global Financial Services + Knowledge of nonprofit and workforce development landscape + Experience with candidate sourcing platforms eg Handshake, LinkedIn etc.… more
- Aegon Asset Management (AZ)
- …businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions , and 3) Financial Assets, which includes legacy blocks… more