- Citigroup (New York, NY)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …to forecast team revenue and income. * Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
- JPMorgan Chase (New York, NY)
- The Global Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic ... managed portfolios. Led by the firm's Global Head of Investment Strategy, the team helps our clients make better,...both educate and entertain a range of client and advisor types. **Job Responsibilities** + Deliver our cross-asset class… more
- Equitable (New York, NY)
- Chief of Staff to the Chief Investment Officer - General Account (HYBRID) ( 250000JC ) **Primary Location** : UNITED STATES-NY-New York **Other Locations** : UNITED ... your potential? The Chief of Staff to the Chief Investment Officer (CIO) of the General Account at Equitable...the CIO (OCIO). This role serves as a key advisor and thought partner to the CIO, ensuring alignment… 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...other cross-functional discussions. + Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the… more
- Wellington (Boston, MA)
- …+ Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- JPMorgan Chase (New York, NY)
- …you will actively engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor teams. You will ... Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes… more
- PNC (PA)
- …role within PNC Wealth Management acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. You will be aligned with ... seeking advice and guidance. You will engage with clients from the PNC Investment Center book of business to understand their goals and objectives, and recommend… more
- Truist (Winter Park, FL)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a… more
- JPMorgan Chase (New York, NY)
- …Latin America Investment Banking Coverage, you will be the trusted advisor and strategic partner to senior leaders, driving business strategy and growth while ... role that is pivotal in shaping the future of investment banking in Latin America? As the Executive Director...within our team, you will act as a trusted advisor and counterweight to Business Heads. You will identify,… more