- 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
- Bank of America (Houston, TX)
- …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
- KeyBank (Brooklyn, OH)
- …management business. This role focuses on driving digital transformation, enhancing advisor and client experiences, and ensuring robust, compliant platforms for ... investment and advisory services. **Key Responsibilities:** + **Technology Strategy...management objectives, including digital client engagement, portfolio management, and advisor tools. + **Platform Modernization:** Oversee modernization of legacy… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …individuals and institutions. Raymond James Financial is a diversified holding company , headquartered in St. Petersburg, FL. Raymond James provides financial ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… 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
- Aegon Asset Management (OH)
- …clients and advisors apprised of product and service enhancements, including changes in investment options. + Train clients on company processes, procedures and ... and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment -… 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
- Manulife (Boston, MA)
- …needs and delivers solutions that align with the priorities of both the company 's key decision-makers and the financial advisors. Partnering with a Regional Vice ... + Establish and maintain relationships with Financial Advisors and Registered Investment Advisors. + Partner with a Regional Vice President in the… more
- Bank of America (White Plains, 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
- News Corp (New York, NY)
- …Relations, helps lead the strategic direction, planning, and execution of the company 's global investor relations program. This role is responsible for shaping the ... company 's narrative in the capital markets, managing relationships with...long-term value proposition. The VP, IR is a key advisor to senior management on market perception, shareholder sentiment,… more