- Neuberger Berman (New York, NY)
- …our global businesses, varied client base, and across our breadth of investment solutions. **KEY RESPONSIBILITIES** **Leadership & Management:** + Identify our most ... processes and client experiences that position Neuberger as an easy-to-work with investment partner ultimately resulting in sales deepening and revenue growth. +… more
- Charles Schwab (Westlake, TX)
- …for a Director, Legal Counsel to support multiple retail-focused broker-dealer and investment adviser business units and work daily with managers, directors, and ... as part of a small team that supports Schwab's the broker-dealer and investment advisory products, services, and sales channels for Schwab's retail business. You… more
- US Bank (La Crosse, WI)
- …Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of US Bancorp Investment Sales. Performs ... Relationship Managers such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to… more
- Neuberger Berman (TX)
- …and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Texas (Dallas), Oklahoma, ... services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. + Develop and implement business plan for the… more
- NJEDA (NJ)
- …state. This role is responsible for underwriting high-quality credit and investment opportunities that deliver attractive risk-adjusted returns while supporting the ... + Support active portfolio management efforts through performance monitoring, covenant compliance , and risk mitigation strategies Projects: + Build and maintain… more
- US Bank (Cedar Rapids, IA)
- …Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of US Bancorp Investment Sales. Performs ... Relationship Managers such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its ... trusted advisor to high-net-worth clients, delivering personalized financial planning and investment advice. + Independently manage a book of business and cultivate… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with ... analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles. * Ensure smooth workflow by approving expenditure and… more
- MetLife (Whippany, NJ)
- …risk-managing investment portfolios on an ongoing basis, and ensure compliance with credit and regulatory requirements * Collaborating with multiple functional ... ("MetLife") and provides public fixed income, private capital, and real estate investment solutions to institutional investors worldwide. As of March 31, 2025, MIM… more
- NextEra Energy (Juno Beach, FL)
- …Performance Program Manager drives continuous improvement in NEER project investment outcomes by analyzing historical project performance, identifying root causes ... for deviations, and embedding learnings into future investment decisions. You enable better capital deployment and risk mitigation through portfolio-level… more