- Raymond James Financial, Inc. (Chicago, IL)
- **Job Summary** We are seeking to add a ** Senior ** **R** **egistered Client Relationship Associate** to join our growing, high-performing financial services team. ... new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products,… more
- JPMorgan Chase (Tampa, FL)
- …point of service contact for each client within your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions. The ... If you enjoy servicing a portfolio of Commercial and Investment Banking clients with their letter of credit needs,...this could be the role for you! As a Senior Client Service Account Associate in The Trade and… more
- Aegon Asset Management (OH)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- KeyBank (Salt Lake City, UT)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- KeyBank (Salt Lake City, UT)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- Ankura (NY)
- …actionable insights that drive informed decision-making and value creation. Role Overview The Senior Managing Director - Financial Due Diligence is a senior ... million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be a hands-on… more
- Vanguard (Chesterbrook, PA)
- …is hiring a Senior Manager in Audit Services for the Global Investment and Financial Audit Services (GIFAS) team! This is a high-impact, people leader role ... portfolio management, trading, and enterprise risk management functions. As a trusted advisor , you'll influence senior leadership and help strengthen Vanguard's… more
- Microsoft Corporation (Mountain View, CA)
- …the strategic direction of AI and Microsoft's Content Publisher Ecosystem. As a Senior Director of Business Development, you will lead the strategic planning and ... of inclusion where everyone can thrive at work and beyond. **Responsibilities** Strategic Advisor + Serves as a trusted advisor by leveraging deep internal… more
- JPMorgan Chase (New York, NY)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial … more