- Bank of America (Pennington, NJ)
- …advisors with researched investment opportunities and collaborating with other senior investment advisory specialists to develop strategic initiatives. The ... and best practices for integrating our managed asset platform into various financial advisor business models. The Merrill Lynch Investment Advisory Program (IAP)… more
- JPMorgan Chase (Los Angeles, CA)
- …prospects for our products and services and establish relationships with senior investment professionals at these organizations **Required** **Qualifications, ... Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor… more
- Vanguard (Tumwater, WA)
- …experience. At least five years on experience selling into the Registered Investment Advisor channel required. + Existing relationships and connectivity in ... Field Sales Executive. This role is part of a senior sales team and maintains a 1:1 partnership with...fairly, and to give them the best chance for investment success. We put our investors first in all… more
- Citigroup (Los Angeles, CA)
- …asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net ... Ultra High Net Worth professionals in these fields. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and highly accomplished… more
- Athene (West Des Moines, IA)
- …additional internal partner groups including finance, accounting, treasury, legal, and our investment advisor They will be the derivative group's subject matter ... trading, risk analysis and processes, and systems related to the firm's hedging practice. The Sr . Investment Analyst and Trader will be expected to work with the… more
- Charles Schwab (Westlake, TX)
- …previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build ... Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service… more
- M&T Bank (Wilmington, DE)
- …available products/services to clients and prospects + Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and ... delivery and expand client relationships + Serve as a support associate to assigned Investment Advisor (s) as required and participate in sales effort. + Core… more
- Charles Schwab (Austin, TX)
- …needs to join the Advisor Services User Experience team. Independent Registered Investment Advisor (RIA) firms rely on Schwab's digital platforms to conduct ... functionality against complexity on an industry-leading platform serving thousands of investment advisors + Lead an engaged design team that values delivering… more
- City National Bank (New York, NY)
- *COMPLIANCE OFFICER SENIOR -REGISTERED INVESTMENT ADVISOR * *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight and ... advisory role supporting assigned business units including two registered investment managers. The role will also be responsible for managing and maintaining… 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
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