- KeyBank (Portland, OR)
- …every aspect of our clients' financial journey. **JOB BRIEF (PURPOSE)** Serves as the senior account executive and trusted advisor for commercial clients in the ... centers of influence and industry associations. + Serves as the Trusted Financial Advisor to clients, functions as the senior Healthcare Banking client "expert"… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...service event) or the Strategic Initiatives team (eg, Peer Advisor Program, townhalls, year-end event, Best of the Best… more
- BlackRock (New York, NY)
- …+ Partner with senior management and work 'hand in hand' with investment business leaders and COO teams to translate strategy (eg, channel strategies, product ... deep financial analysis. Paired up with project management and senior stakeholder management skillsets, the VP will drive FP&A...projects and initiatives + Act as strategic and trusted advisor to investment business leaders by being… more
- City National Bank (New York, NY)
- …and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that has the drive ... and persistence needed to deliver new Financial Advisor introductions while building their career in financial services...Educate financial advisors on the benefits of outsourcing their investment management to our firm, including access to a… more
- Valmont Industries, Inc. (Omaha, NE)
- … thesis in response to ongoing evolution of Company strategy + Serve as a senior advisor to the executive team on investor trends, risks, and opportunities; ... a critical role in advancing Valmont's relationship with the investment community through strategic event management, investor-focused communications, and impactful… more
- JPMorgan Chase (Chicago, IL)
- …team is responsible for driving awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds, ... products to support clients long term goal. A successful candidate will support senior Liquidity Specialists with advisors and leadership as they work to support… more
- Bank of America (Red Bank, NJ)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and… more
- JPMorgan Chase (New York, NY)
- The Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize ... Business Management team, you will act as a trusted advisor and consultant to senior coverage executives...generate key insights and identifies new opportunities + Prioritize investment spend to grow the franchise globally + Create… more
- M&T Bank (New York, NY)
- …support work towards building your own portfolio of business, eventually becoming a Wealth Advisor or Investment Advisor Associate. There is the opportunity ... participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two… more
- KeyBank (Brooklyn, OH)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, technical, and functional ... must have comprehensive knowledge of wealth management, fiduciary/trust, broker-dealer, and investment management as well as a strong understanding of audit and/or… more