- PNC (PA)
- …role within PNC Wealth Management acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. You will be aligned with ... to contribute to the company's success. As a Licensed Investment Services Consultant within PNC Wealth Management, you can...guidance. You will engage with clients from the PNC Investment Center book of business to understand their goals… more
- Bank of America (Frisco, TX)
- Divisional Managed Investment Consultant Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/FRISCO/Divisional-Managed- Investment -Consultant\_25014901-2) **Job Description:** At Bank of America, we are… more
- Vanguard (Malvern, PA)
- The Portfolio Review Department (PRD) ensures Vanguard's investment offer stays healthy, relevant, and focused on helping clients reach their investment goals. ... competitive, client and market issues relating to Vanguard's Active Equity Investment product line-up. Prepares and presents strategic analysis, findings, and… more
- JPMorgan Chase (New York, NY)
- …and Sovereign Wealth Funds. Within FCG, the mission is to become the trusted advisor and the preeminent provider of Investment Banking Services to families, ... ** Investment Banking Family Coverage Group - Vice President**...(FCG) is a coverage group in the Commercial & Investment Bank (CIB), focused on ultra-high net worth families… more
- JPMorgan Chase (New York, NY)
- The Global Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic ... managed portfolios. Led by the firm's Global Head of Investment Strategy, the team helps our clients make better,...both educate and entertain a range of client and advisor types. **Job Responsibilities** + Deliver our cross-asset class… more
- WTW (Tampa, FL)
- …their various sub committees. These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, ... manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy… more
- Equitable (New York, NY)
- Chief of Staff to the Chief Investment Officer - General Account ( 250000JC ) **Primary Location** : UNITED STATES-NY-New York **Other Locations** : UNITED ... your potential? The Chief of Staff to the Chief Investment Officer (CIO) of the General Account at Equitable...the CIO (OCIO). This role serves as a key advisor and thought partner to the CIO, ensuring alignment… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...other cross-functional discussions. + Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the… more
- Wellington (Boston, MA)
- …+ Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- CoStar Realty Information, Inc. (Atlanta, GA)
- …Manager (CSM)** who thrives on helping customers realize the full value of their investment . As a trusted advisor , you'll work with enterprise accounts to build ... for resolution. + **Ensure that customers derive maximum value** from their investment in CoStar Real Estate Manager, monitor effective utilization of all licensed… more