- City National Bank (Los Angeles, CA)
- …of Wealth Management * Maintain a strong working knowledge of current economic and market events and their impact on various investment vehicles. * Excellent ... SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the… more
- Wellington (Boston, MA)
- …as a trusted advisor + Answer functional and technical questions from investment professionals about their tools, data, and reports in the areas of research, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...as Oracle or SQL Server + Experience working with Market Data platforms such as Bloomberg and FactSet +… more
- Raymond James Financial, Inc. (Springfield, IL)
- …is to drive the growth of institutional assets under management across all investment products, sourced from US investment consulting firms, with a particular ... to plan sponsors. Key responsibilities include effectively positioning Raymond James Investment Management and its affiliates' strongest capabilities in front of… more
- Bank of America (Newport Beach, CA)
- …service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (Los Angeles, CA)
- …execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and ... investment teams, with access to a deep breadth of...a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience… more
- Wellington (New York, NY)
- **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...sales enablement function, initially focusing on the US Wealth market , with plans to expand support to Global Wealth… more
- Raymond James Financial, Inc. (Trenton, NJ)
- …departmental sales and increasing overall utilization. Uses extensive product and market knowledge and skills obtained through education and experience to educate ... campaigns, direct prospect contact, appointment scheduling, follow-up communications, financial advisor and client service related activities, and reactive and… more
- BlackRock (New York, NY)
- …VP/Director position will play a key role towards executing the strategic sourcing of market data to support the firm's investment and risk management products ... world's preeminent asset management firms and a provider of global investment management, risk management and advisory services to institutional, intermediary and… more
- JPMorgan Chase (Boston, MA)
- …advisors and their clients. Our global team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and ... growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting)...enterprise efforts and secure new partnerships for our tax-smart investment platform. You will be a team player who… more