• JP Morgan Wealth Management - Vice President,…

    JPMorgan Chase (Plano, TX)
    …~5,000 advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be ... expected to present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the US Wealth Management strategy.… more
    JPMorgan Chase (07/16/25)
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  • Campbell - Investment Specialist

    JPMorgan Chase (Portland, OR)
    Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service ... attributes including climate solutions. **Job Summary** As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and… more
    JPMorgan Chase (06/26/25)
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  • Asset Management - Transportation…

    JPMorgan Chase (New York, NY)
    Come and join our Alternatives Global Transportation team as an Investment Specialist . Our alternative strategies are designed to achieve specific client ... transportation, liquid alternatives and hedge funds. **Job summary** As an Investment Specialist in Global Transportation, you will actively engage… more
    JPMorgan Chase (06/19/25)
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  • Managing Director, Private Market…

    JPMorgan Chase (New York, NY)
    …and the motivation to develop market opportunities. As the US Private Markets Investment Specialist , you will actively engage in maintaining and developing ... product development and sales/retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management, you will play… more
    JPMorgan Chase (07/19/25)
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  • Senior Philanthropic Advisor - Senior Lead…

    Wells Fargo (Dallas, TX)
    …Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
    Wells Fargo (07/31/25)
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  • Investment Manager Specialist

    Bank of America (Towson, MD)
    Investment Manager Specialist Towson, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Towson/ Investment -Manager- Specialist \_25031132-2) **Job Description:** Merrill Wealth Management is… more
    Bank of America (07/24/25)
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  • TRIO Sss Advisor and Retention…

    Minnesota State (St. Paul, MN)
    …the specified Closing Date (if designated).** **Working Title:** TRIO SSS Advisor and Retention Specialist **Institution:** Metropolitan State University ... Student Support Services Program Department. **Responsibilities:** + Serve as a TRIO SSS Advisor & Retention Specialist for an assigned caseload of advisees. +… more
    Minnesota State (08/02/25)
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  • Private Client Advisor Specialist

    Commerce Bank (Wichita, KS)
    …the compensation range for some roles. This compensation range is for the Private Client Advisor Specialist job and contemplates a wide range of factors that are ... resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more… more
    Commerce Bank (06/07/25)
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  • Investment Manager/Portfolio Research…

    PNC (Pittsburgh, PA)
    …their investment process. Authors final reports that are presented to Investment Advisor Research. Updates manager profiles and is responsible for quarterly ... and have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Defined Contribution Plans within PNC's… more
    PNC (08/01/25)
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  • Advisor Transitions Specialist

    Guardian Life (Bethlehem, PA)
    Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. **You are** + A team ... with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to tailor the… more
    Guardian Life (07/22/25)
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