- Charles Schwab (Henderson, NV)
- …Manager is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an ... assigned book of business consisting of large family relationships and key investment advisor relationships. In addition, the Senior Team Manager is responsible for… more
- BlackRock (New York, NY)
- …functions within the organization to meet deadlines, ie Brand, Communications, Compliance , Content, Creative, Global Events, Legal, Multimedia. + During events, ... project management, events and marketing with an emphasis in the institutional investment space + Pro-active, self-starter with ability to organize, prioritize and… more
- JPMorgan Chase (New York, NY)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- MetLife (Whippany, NJ)
- Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the ... and providing day-to-day service for client relationships focused on our Real Estate investment products. As part of the role, you will collaborate closely with… more
- Capital One (Mclean, VA)
- …that enrich lives. Our teams include Communications, Community Impact and Investment , Community Finance, CRA Strategy and Program Management, the Government and ... will report to the Senior Business Director accountable for developing a robust CDFI investment pipeline to execute our $600M CBP commitment. The role will serve as… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Reliant Community Credit Union (Sodus, NY)
- …Assistant is responsible for providing administrative support to the Reliant Investment Services team. This includes processing member paperwork, assisting with ... ensure prompt follow-up. + Maintains accurate client records and ensure compliance with policies and regulatory standards. + Manages calendars, correspondence, and… more
- Mizuho Corporate Bank (New York, NY)
- …regulatory requirements and supervisory expectations for Business continuity. Ensure compliance with relevant regulations and industry standards. Qualifications + ... ISO 22301 Lead Implementer, or equivalent. + Experience in Corporate and Investment Banking, Capital Markets or global Financial Institution. + Experience driving BC… more
- JPMorgan Chase (Boston, MA)
- …("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses ... external stakeholders including risk and control groups, audit, tax, compliance , implementation and investor relations Required qualifications, capabilities, and… more
- TD Bank (Burlington, VT)
- …term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored ... investment and insurance strategies and products to meet their...insurance sales, including for qualified accounts in accordance and compliance with all of TD Wealth's policies and procedures… more