- Citigroup (Jersey City, NJ)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... and security issues; communicates impact; proposes risk mitigation options. + Acts as advisor or coach to new or lower level analysts; allocates work. + Provides… more
- Wells Fargo (Orlando, FL)
- …management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including ... is seeking a **Market Growth Director** in Wealth and Investment Management as part of Wells Fargo Advisors. This...financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... Position Objective World Investment Advisors (WIA), the financial services division of World...for follow up/CRM + Debrief action items with Lead Advisor + Prepare post appointment summary letter for client… more
- Thrivent Financial (Minneapolis, MN)
- …various relationships within the sales organization and advocate for candidates to senior leadership. Examine intricate issues related to advisor business ... processes, and capabilities relevant to broker dealers and Registered Investment Advisors (RIAs). Stay updated on industry competitive intelligence, including… more
- HUB International (New York, NY)
- …is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief ... Chief Compliance and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means… more
- Wellington (Boston, MA)
- …this pivotal role, the Senior Risk Officer will serve as a trusted advisor who partners closely with the business, directly engaging with senior leadership ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...and supporting colleagues in EMEA and APAC, the Boston-based Senior Risk Officer will sit strictly in second line… more
- Bank of America (San Francisco, CA)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- CBRE (Dallas, TX)
- …with global ESG standards and client goals. - Serve as a senior advisor to a real estate investment management firm, providing guidance on ESG integration, ... for a seasoned professional with deep expertise in real estate investment management, sustainability program implementation, and client advisory-paired with strong… more
- World Insurance Associates, LLC. (Waukesha, WI)
- …client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and ... and mail forms and applications to clients as needed + Forward investment checks and enrollment/application forms to necessary broker + Administrative Tasks +… more
- Bank of America (Chicago, IL)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more