- City National Bank (Lake Mary, FL)
- …Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients. ... advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description...stand in as the PM - team, client, and advisor facing; mindset of serving clients and advisors *… more
- Neuberger Berman (New York, NY)
- …pivotal role in developing and executing global marketing strategies for our equity investment products. This role supports teams in New York, London, MENA, and ... APAC, and requires a deep understanding of equity markets, investment products, and the distinct needs of both institutional and intermediary channel partners. You… more
- Deloitte (Morristown, NJ)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… more
- JPMorgan Chase (Boston, MA)
- …Our global team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by ... we've experienced breakthrough growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting) are using 55ip. **Job… 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...work will serve as a strategic partner and trusted advisor to the firm's Chief Technology Officer to achieve… more
- Vanguard (Malvern, PA)
- …Offer Development Strategist role is an exciting opportunity to join the Financial Advisor Services (FAS) division at Vanguard in our Advisor Solutions ... + Act as a subject matter expert on financial planning topics and advisor needs to influence solution development and enhancement priorities. + Contribute to the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... updates and dashboards, and help create field tools and advisor snapshots that will be piloted and delivered throughout...to 40 hours per week. **Duties and Responsibilities** + Advisor Relationship Data Project - Help document and organize… more
- Bank of America (Washington, DC)
- …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
- JPMorgan Chase (New York, NY)
- …to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary ... Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio… more
- Thrivent Financial (Montgomeryville, PA)
- …which the candidate will be doing support work for t he sponsoring financial advisor . Must be willing to complete appropriate state training to sell Long Term Care ... of sensitive/confidential information + Basic understanding of t he sponsoring financial advisor o ur products and services, and Thrivent Financial + Previous… more