- Citigroup (San Francisco, CA)
- …experience + Experience in the Financial Services industry, specifically within Investment Banking + Independent , self-motivated professional who thrives in ... The Equity Capital Markets (ECM) Investment Banking Vice President is a senior level...of this role is to act as a strategic advisor to our clients by facilitating equity capital formation.… more
- Wells Fargo (Charlotte, NC)
- …and Advisor tools to enable growth across WIM's full-service and independent advisor channels. The team drives close collaboration across all Wealth ... **Client Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of… more
- BlackRock (Princeton, NJ)
- …**Primary Responsibilities:** **Develop deep relationships across all aspects of an advisor 's business** **Deliver fiduciary and investment insights through ... intermediaries like RIA's and Financial Advisors from wirehouse, regional and independent firms.** **Role(s) Description** **Due to our continued phenomenal growth,… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent , employee-owned investment manager. From offices in 39 ... responsibility of the Client Associate (CA) is to partner with the Client Advisor (external wholesaler) to promote and sell Neuberger Berman investment products… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent , employee-owned investment manager. From offices in 39 ... Analyst. This is a cross functional role that will support multiple Alternative Investment Teams. NB Alternatives is a rapidly growing group within Neuberger Berman… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...the 3rd Line of Defense, Internal Audit provides enterprise-wide, independent , and objective assurance over the design and operations… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...the 3rd Line of Defence, Internal Audit provides enterprise-wide, independent , and objective assurance over the design and operations… more
- Thrivent Financial (Belmond, IA)
- Brian Kapka is an independent financial services advisor of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial ... the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned… more
- Thrivent Financial (Oak Creek, WI)
- Summary Ryan VanDeLoo, CFP(R), is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve ... and nonprofit organizations. Position summary: This position provides licensed administrative/insurance/ investment support to Ryan VanDeLoo, CFP(R) of Thrivent Financial.… more
- Truist (Homewood, AL)
- …direction of the Financial Advisor team to increase revenue. Bring clear and independent advice to the overall planning process to avoid ad hoc investment ... financial planning tools and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership to the Financial … more