- Bank of America (Brooklyn, NY)
- Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - Bushwick Financial Center (Bilingual Spanish Preferred) Brooklyn, New York **Job ... financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center...your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act… more
- Censeo Consulting Group (Washington, DC)
- …Ensure adherence to the structured CPIC process mandated by the Clinger-Cohen Act . + Analyze investment risks and benefits, facilitating agency-level ... CPIC Specialist - Capital Planning and Investment Control (Department of State) The Position: We...agencies. This role focuses on compliance with the Clinger-Cohen Act of 1996 and OMB Circular A-130 guidelines, emphasizing… more
- PNC (Washington, DC)
- …our employees feel respected, valued and have an opportunity to contribute to the company 's success. As a Senior Investment Advisor within the PNC Private Bank ... education. This role is incentive eligible with the payment based upon company , business and/or individual performance. Application Window Generally, this opening is… more
- Neuberger Berman (New York, NY)
- …services, 40 Act Mutual Funds, UCITS Funds, and Private Funds. Investment management strategies and products cover a spectrum of traditional and alternative ... Neuberger Berman delivers comprehensive investment management products and services to a broad...as well as reviews of private wealth management, trust company , sales distribution and supervision, client reporting, fund governance,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through experience, specialized training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust ... and works with financial advisor in determining the proper asset allocation/ investment objective, security type, and selection of investments. Performs annual… more
- Regions Bank (Ridgeland, MS)
- …the careers section of the system. **Job Description:** At Regions, the Area Investment Executive leads the Regions Investment Services program within their ... Management partners, this position is responsible for setting the overall investment services strategy to provide exceptional service and ensure appropriate branch… more
- Regions Bank (Birmingham, AL)
- …section of the system. **Job Description:** At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering a high standard ... of client service, developing customized investment solutions and managing client relationships, under the direction...exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This… more
- Regions Bank (Chattanooga, TN)
- …Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities ... + Implements and communicates investment related changes based on Investment Working...exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This… more
- Robert Half Finance & Accounting (Walnut, CA)
- Description We are looking for a detail-oriented Investment Accountant to join our team in Walnut, California. In this role, you will oversee financial processes ... reporting. This position offers the opportunity to work closely with investment teams and support critical financial operations. Responsibilities: * Coordinate and… more
- PNC (Philadelphia, PA)
- …our employees feel respected, valued and have an opportunity to contribute to the company 's success. As a Line of Business Risk Lead within PNC's Asset Management ... Group Investment Office organization, you will be based in Philadelphia,...requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure… more