- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Janus Henderson Investors (Denver, CO)
- …hear from you! Your opportunity The Senior Associate Director, Advisor Solutions sells investment products over the telephone through one or more of the following ... intermediaries: brokerage firms, registered investment advisors, banks, and insurance companies. This role is...+ Knowledge of financial industry products such as mutual funds , ETF's, model portfolios and separately managed accounts (SMA's)… more
- S&P Global (New York, NY)
- …community including private equity, private credit, real estate, infrastructure, hedge funds , banks, institutional investors and fund administrators, in ... connection with provision of post-trade valuations for their alternative investment positions. Senior Associate will use valuation techniques and technology-enabled… more
- S&P Global (San Francisco, CA)
- …community including private equity, private credit, real estate, infrastructure, hedge funds , banks, institutional investors and fund administrators, in ... connection with provision of post-trade valuations for their alternative investment positions. The Principal will use valuation techniques and technology-enabled… more
- Comcast (Wilmington, DE)
- …and report daily cash position for various subsidiary entities. + Execute daily funds transfer and investment activities. + Prepare and distribute routine ... Team** **Overview** Responsible for the global organization's cash management, investment activities, and supporting bank account management. **Role Description**… more
- Principal Financial Group (Washington, DC)
- …within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds , Private capabilities. **Other responsibilities will include:** + Develop, recommend ... shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams. + Highest level of integrity and presentation skills.… more
- BlackRock (Atlanta, GA)
- …a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One ... Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …close to 1,400 Financial Advisors across all 50 states. Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered ... Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach...as Treasurer and Principal Accounting Officer for the Dunham Funds trust (assists in required reporting, participates in board… more
- Aegon Asset Management (GA)
- …strategy to meet retirement objectives. + Provide participants with insight into the funds offered under each client plan, including fund objectives and ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
- CBRE (Houston, TX)
- …recommend actions to resolve discrepancies. + Perform system reconciliation of funds application and subsequent distribution to appropriate bank accounts. + Develop ... recurring and non-recurring wire and ACH transfers, ensuring timely and accurate fund transfers. + Responsible for timely and accurate transmission of PAT/ACH data… more