- JPMorgan Chase (New York, NY)
- …+ Present executive updates on performance metrics, delivery status, and client/ advisor feedback, emphasizing investment performance and trading efficiency. + ... launches and features, with a particular emphasis on optimizing investment processes, trading execution, and enhancing the digital client...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Deloitte (Morristown, NJ)
- …when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related ... you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.?… 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
- Wells Fargo (Greenwood Village, CO)
- **About this role:** The Wells Fargo Advisor (WFA) Premier Partnership Leader reports directly to the Head of WFA Premier channel and will serve on the Client ... Division leader's strategic table. This individual contributor role will act as an advisor to Area Managers, Market Leaders, and Division Leaders to develop and… more
- T. Rowe Price (Baltimore, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on… more
- Bank of America (York, PA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +… more
- JPMorgan Chase (Boston, MA)
- …+ Solid understanding of Fixed Income and Equity markets + Strong knowledge of the Investment Company Act of 1940, Investment Advisers Act of 1940, ... client relationships, managing complex 40 Act and Pension and/or Advisor client requests independently + Plan and strategize the...least 5 years of compliance testing experience with the Investment Company Act of 1940 and/or … more
- Ford Motor Company (Dearborn, MI)
- At Ford Motor Company , we believe freedom of movement drives human progress. Ford is continuing to transform its global automotive business, accelerating the ... **In this position ** * Acts as a strategic advisor to help define and drive business and corporate...corporate strategy. They drive clarity and alignment across the Company on the highest-level strategic choices through robust governance… 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