- Charles Schwab (Omaha, NE)
- …**Health Savings Brokerage Account** ) solutions, a component of **Personal Choice Investment Services** (PCIS). The PCIS business model is B2B2C and offered through ... partnerships that include Third-Party Administrators (TPAs), Health Savings Providers, Independent Record-Keepers (IRKs), Trust Companies, Financial Advisors, and Institutional… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent , employee-owned investment manager. From offices in 39 ... Sales Enablement. The role involves enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing… more
- BlackRock (Boston, MA)
- …fund wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... the largest and fastest growing firms. (2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales… more
- JPMorgan Chase (Chicago, IL)
- …across JPMorgan Securities on utilizing life insurance solutions to meet client investment , wealth transfer and income planning needs around the Goals Based Advice ... support to advisors. You will utilize life insurance solutions to meet client investment , wealth transfer, and income planning needs. Your role will involve building… more
- Citigroup (Jersey City, NJ)
- Serves as a function/business/product compliance risk officer for Independent Compliance Risk Management (ICRM) responsible for assisting with internal strategies, ... rules/laws and interpretation on internal policies and procedures **Responsibilities:** + Key advisor to business groups (IB Advisory and Capital Markets) as well as… more
- JPMorgan Chase (Chicago, IL)
- Become the trusted advisor that our bankers and underwriters need to keep both our ABL business and our Mid-Corporate business on the cutting edge while doing so in ... and sound manner. As an attorney in Commercial and Investment Banking, you will provide legal support to two...senior management and a reputation for providing valued, and independent counsel and judgment + Knowledge of the legal… more
- Enverus (Los Angeles, CA)
- …decisions that increase profit. Enverus' innovative technologies drive production and investment strategies, enable best practices for energy and commodity trading ... to join our team of dynamic professionals. The Financial Services team works with Investment Banks, Hedge Funds, Private Equity and a host of other Capital Market… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …knowledge and skills obtained through experience and/or formal training to assist Independent Registered Investment Advisory Firms and Financial Advisors to ... Responsibilities:** * Serves as a liaison between home office departments and Independent Registered Investment Advisors to research and resolve escalated issues… more
- Administrative Office of the US Courts (Washington, DC)
- …including accounting, finance, travel, disbursement, external financial and tax reporting, investment services, and other fiscal services to the AO and Judiciary. ... The Deputy Controller will serve as the Judiciary Controller's assistant and principal advisor and act on behalf of the Controller. The incumbent will distribute… more
- Thrivent Financial (Rochester, MN)
- Summary Organization/Business Overview: Emerald Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach ... organizations. Position summary: The Paraplanner position will come alongside our Lead Advisor 's to learn how to create financial plans and soak up firm-specific… more