- S&P Global (New York, NY)
- …They will be responsible for leading key strategic initiatives, strategic advisory , and process improvement across the organization in close partnership with ... and SPGI strategy and corporate development leaders, work on strategic advisory projects focused on strategy development and execution, corporate development, and… more
- M&T Bank (Buffalo, NY)
- …Manager-MDP. **Department Description:** Provides relationship management and fiduciary advisory services to corporate retirement accounts, concentrating on mid- ... to large-size, complex advisory relationships. **Department Responsibilities:** Lead interactions with mid- to...over the phone or on-site, to present and discuss investment advice, investment reviews, plan reviews, participant… more
- ICF (Reston, VA)
- …+ **Quality of life:** Flexible workplace arrangements, work-life balance + ** Investment of the community:** Donation matching, volunteer opportunities + ** ... Investment in you:** Tuition reimbursement, access to professional development...distributed energy resources, and decarbonization potential studies, program planning, advisory research and support, preparation of fillings and other… more
- Regions Bank (Houston, TX)
- …affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory ... of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and… more
- Scotiabank (New York, NY)
- …advise clients appropriately. Responsible for the structuring, documentation preparation advisory , marketing, and execution of originated transactions. Assist in ... with the Debt Capital Market, Equity Capital Markets, Derivatives, Sustainable Finance, Investment Banking and Syndicate teams, as well as the local Corporate… more
- Wells Fargo (Charlotte, NC)
- **About this role:** The **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a ... The ideal candidate will have demonstrated experience within Corporate & Investment Banking along with strong understanding of AI/GenAI market solutions, tech… more
- Vanguard (Malvern, PA)
- …with internal partners to determine tailored solutions aligned with Vanguard's investment philosophy. + Partners with sales executives in business development and ... client records in CRM systems and ensures compliance with Vanguard methodology, investment guidelines, and regulatory requirements. + Supports the analysis of client… more
- Bank of America (Lake Mary, FL)
- …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
- Nuveen Investments (New York, NY)
- …of senior lending transactions, with or without a related non-control equity investment . Transactions include both first lien senior secured and alternative credit ... timeline expectations are met. + Experience with business development companies and Investment Company Act issues is a plus. **Educational Requirements** + JD from… more
- Regions Bank (Chattanooga, TN)
- …Financial Advisor experience. **Primary Responsibilities** + Provides a broad range of investment solutions and products to help meet customer goals and offer ... and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge + Conducts and/or participates in investment … more