• VP - Equity Capital Markets (ECM) Banking

    Citigroup (San Francisco, CA)
    …+ Experience in the Financial Services industry, specifically within Investment Banking + Independent , self-motivated professional who thrives in a ... The Equity Capital Markets (ECM) Investment Banking Vice President is a senior level...of this role is to act as a strategic advisor to our clients by facilitating equity capital formation.… more
    Citigroup (04/08/25)
    - Related Jobs

  • Client Service Administrator (Licensed)

    Thrivent Financial (Belmond, IA)
    Brian Kapka is an independent financial services advisor of Thrivent Financial . We take a broad-based approach to helping our members achieve multiple ... provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member...and follow up for the client/member meetings + Assists Financial Advisor in managing and evaluating other… more
    Thrivent Financial (04/24/25)
    - Related Jobs

  • Salesforce Senior Product Manager - WIM CRM

    Wells Fargo (Charlotte, NC)
    …and Advisor tools to enable growth across WIM's full-service and independent advisor channels. The team drives close collaboration across all Wealth ... **Client Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of… more
    Wells Fargo (05/20/25)
    - Related Jobs

  • Licensed Client Services Administrator

    Thrivent Financial (Oak Creek, WI)
    Summary Ryan VanDeLoo, CFP(R), is an independent financial services practice of Thrivent Financial . We take a broad-based approach to helping our clients ... investment support to Ryan VanDeLoo, CFP(R) of Thrivent Financial . This position serves as a resource to the.... This position serves as a resource to the Financial Advisor and client/members in handling, researching… more
    Thrivent Financial (05/16/25)
    - Related Jobs

  • Client Associate

    Neuberger Berman (New York, NY)
    …._ Founded in 1939, Neuberger Berman is a private, independent , employee-owned investment manager. From offices in 39 ... responsibility of the Client Associate (CA) is to partner with the Client Advisor (external wholesaler) to promote and sell Neuberger Berman investment products… more
    Neuberger Berman (03/12/25)
    - Related Jobs

  • Senior Manager, Data Scientist

    Scotiabank (New York, NY)
    …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...the 3rd Line of Defence, Internal Audit provides enterprise-wide, independent , and objective assurance over the design and operations… more
    Scotiabank (05/07/25)
    - Related Jobs

  • Private Bank, Life Insurance Specialist

    JPMorgan Chase (Plano, TX)
    …tools, and thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement by offering tax-advantaged ... asset growth, guaranteed income, and financial security for their families and businesses. The Life...Bank on utilizing life insurance solutions to meet client investment and income needs around the Goals Based Advice… more
    JPMorgan Chase (05/08/25)
    - Related Jobs

  • Internal Wholesaler - Market Sales Partner/Sales…

    BlackRock (Chicago, IL)
    …is to deliver One BlackRock to third-party intermediaries like RIAs and Financial Advisors from Wirehouse, Regional and Independent Broker Dealers. **Role(s) ... manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from...+ Develop deep relationships across all aspects of an advisor 's business + Deliver fiduciary and investment … more
    BlackRock (04/03/25)
    - Related Jobs

  • JP Morgan Wealth Management - Client Service Team…

    JPMorgan Chase (Los Angeles, CA)
    …+ Review and approve time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements. + Assist ... foster a culture of client obsession, and empower our Private Client Investment Associates to deliver unparalleled service. With a focus on innovation,… more
    JPMorgan Chase (05/15/25)
    - Related Jobs

  • Senior Manager, GBM Audit COO Office - Reporting

    Scotiabank (New York, NY)
    …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...the 3rd Line of Defense, Internal Audit provides enterprise-wide, independent , and objective assurance over the design and operations… more
    Scotiabank (05/07/25)
    - Related Jobs