- Vanguard (Chesterbrook, PA)
- …communication, and decision-making skills. Responsibilities + Act as a trusted advisor to internal audit leadership and investment teams on ... an Audit Engagement Manager - Investments & Funds to join our Global Investment and Financial Audit Services (GIFAS) team! This critical role focuses on evaluating… more
- Bank of America (Greenwood Village, CO)
- …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
- Wells Fargo (Charlotte, NC)
- …Financial Advisors and Managers to drive sales growth across a broad suite of investment and banking products. Learn more about our career areas and lines of ... Work directly with Financial Advisors and Area Managers within the Wells Fargo Advisor Premier Channel to facilitate growth across investments and full balance sheet… more
- Bank of America (Washington, DC)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (Frisco, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Raymond James Financial, Inc. (New York, NY)
- …supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory ... framework for investment advisory programs. + Monitor regulatory changes and ensure...to team members. + Deliver presentations and reports to senior leadership and stakeholders. + Lead or contribute to… more
- Jackson National Life Insurance Company (Nashville, TN)
- …plan to achieve sales goals and producer type goals by covering a targeted advisor segment - effectively covering the opportunity gap within the EW territories. The ... responsible for engagement towards company growth initiatives, which may involve advisor populations outside their target advisor segment** **Essential… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... Solutions (GWS) provides a leading platform delivering customized planning and investment solutions, investment thought leadership, and strategy. GWS offers… more
- BD (Becton, Dickinson and Company) (Franklin Lakes, NJ)
- …and motivate deal teams comprised of both internal associates and external advisor relationships ( investment banks, law firms, industry consultants, accounting ... and equity investments. The Department develops and acts as an objective advisor regarding the strategic fit, valuation, and structuring of these numerous… more
- JPMorgan Chase (Pittsford, NY)
- …& Wealth Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income, real estate, ... a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role...for our clients and business. You will interface with senior leadership, develop subject matter expertise, and contribute to… more