- ExxonMobil (Spring, TX)
- …in oil & gas or a related industry. + Deep familiarity with project investment evaluation + Strong analytical skills **Your benefits** An ExxonMobil career is one ... designed to last. Our commitment to you runs deep: our employees grow personally and professionally, with benefits built on our core categories of health, security, finance, and life. **We offer you:** + Pension Plan: Enrollment is automatic and at no cost to… more
- BMO Financial Group (Chicago, IL)
- …+ Ensures alignment between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists. ... + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Designs and produces regular and ad-hoc reports, and dashboards. + Builds change… more
- Raymond James Financial, Inc. (Memphis, TN)
- …(OTS); Federal Reserve System; and state banking regulatory agencies. + Fundamental investment concepts, practices and procedures used in the securities industry. + ... Principles of banking and finance and securities industry operations. + Financial markets and products. **Skill in:** + Overseeing compliance programs. + Integrating and aligning compliance processes and procedures with business processes. + Coordinating… more
- Citigroup (New York, NY)
- …senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are ... here to support our clients comprehensively. Lending is a key offering within Citi Wealth. Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions… more
- Raymond James Financial, Inc. (New York, NY)
- …of the SEC, FINRA, and state securities regulatory agencies + Fundamental investment concepts, practices, and procedures used in the securities industry + Financial ... markets and products **Skill in:** + Thorough and balanced documentation of work product + Clear, concise, cross-functional communications, both written and oral + Identification of opportunities for the development, enhanced consistency, and ongoing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of:** + Effective reporting and communicating complex information. + Fundamental investment concepts, practices and procedures used in the securities industry. + ... Principles of banking and finance and securities industry operations. **Skill in:** + Gathering, streamlining and communicating complex information in a digestible way. + Creating reports, presentations and talking points for senior leaders. + Providing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …(OTS); Federal Reserve System; and state banking regulatory agencies. + Fundamental investment concepts, practices and procedures used in the securities industry. + ... Principles of banking and finance and securities industry operations. + Financial markets and products. + Privacy/GRC tools such as OneTrust and IBM Open Pages recommended. **Skill in:** + Overseeing compliance programs. + Integrating and aligning compliance… more
- BMO Financial Group (Minneapolis, MN)
- …+ Ensures alignment between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists. ... + Monitors and tracks performance, and addresses any issues. + Designs and produces regular and ad-hoc reports, and dashboards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities… more
- JPMorgan Chase (New York, NY)
- …advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be expected to ... present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the US Wealth Management strategy. Your role… more
- Edward Jones (Mendota, IL)
- …analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate + Desire ... client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are...an impact to change lives. You and your financial advisor will complement each other to create capacity and… more