- World Insurance Associates, LLC. (West Palm Beach, FL)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited… more
- World Insurance Associates, LLC. (St. Petersburg, FL)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... would impose an undue hardship on the operation of World's business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from… more
- The Chicago Community Trust (Chicago, IL)
- …internal stakeholders; support preparation of meeting materials and deliverables for our Executive Committee and Investment Committee. Serve as an additional ... strategy and outcomes to Trust staff, leadership and the Trust's Investment Committee & Executive Committee. Generate buy-in for our impact investing strategy. +… more
- Fifth Third Bank, NA (Holland, OH)
- … sales and referral goals as set by management, working in partnership with Investment Executive . + Initiate and maintain customer and prospect contact through a ... services, as well as the ability to offer limited investment solutions. Responsible and accountable for risk by openly...+ Provides the ability to discuss and trade limited investment products. + Keep current on activity within business… more
- Umpqua Bank (Denver, CO)
- …CFP, CWS, CEPA, or AIF, required. + 5+ years of experience as an investment executive , financial advisor, certified financial planner, investment advisor ... a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. +… more
- PennyMac (Westlake Village, CA)
- …business forecasting and planning, and financial reporting + Communicate analysis of investment performance and valuation changes to executive management and ... A Typical Day The First Vice President Capital Markets Valuations and Investment Analysis is responsible for developing and maintaining the models and operational… more
- Brookfield Properties (Charleston, SC)
- …interpersonal and communication skills, comfortable speaking before large groups, and presenting investment memos to executive level committees and other similar ... underwriting, negotiating, and acquiring new build-for-rent communities consistent with the investment strategy set by the company in the Eastern United States.… more
- Fifth Third Bank, NA (Portage, IN)
- … sales and referral goals as set by management, working in partnership with Investment Executive . + Initiate and maintain customer and prospect contact through a ... variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events. + Keep current on activity within business industry and economic… more
- HCA Healthcare (Nashville, TN)
- …within tight deadlines. The VP is an experienced corporate development leader, investment banker, or strategy executive with a transaction background that ... senior operating team in evaluating growth opportunities. + Consults with executive sponsors on transactions, investment and strategies, including investigation,… more
- Wells Fargo (Coral Gables, FL)
- …are seeking an Associate Executive Specialist to support a Financial Advisory Executive of Wells Fargo Wealth & Investment Management. This individual must ... reporting. + Provide high-level administrative and analytical support to senior financial executive within the Wealth & Investment Management division. +… more