- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… more
- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… more
- Guardian Life (New York, NY)
- **202** **6** **Guardian** **Summer Intern** **, Corporate Finance & Risk - Investment Accounting** Our 2026 Internship Program is a paid 10-week learning experience ... analytical projects related to liquidity, capital and hedging risk management + Assist in process improvement and ad hoc...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- CHARLESGATE (Boston, MA)
- …and multifamily commercial real estate - property management & leasing, sales brokerage, investment sales , construction, and new development. With ... real estate salesperson to work on our New Development Sales Team. The primary responsibility is to conduct and...project, earn additional income, and work closely with the management team and clients of CHARLESGATE in an exciting,… more
- Vanguard (Malvern, PA)
- … strategy topics, in collaboration with senior stakeholders across government relations, PR/marketing/ sales , and investment management . + Hire, mentor, and ... projects and other duties as assigned. Qualifications: + Ten years of investment management work experience with at least five years focused on indexing topics.… more
- KeyBank (Brooklyn, OH)
- …Associate (CSA) works in a centralized task queue environment supporting the Key Wealth Investment Management & Trust (IM&T) sales and administration teams ... technical documents and special projects as directed by the Administrator. **Client Management ** + Follows-up on client issues and relays information to relationship… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …to build an individual practice. The Trainee will balance new client development, sales activities, investment management , customer service and compliance ... a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success....business consistent with AMP program goals for assets under management and required production. + Provides a high level… more
- New Jersey Institute of Technology (Newark, NJ)
- …across the real estate industry (including development, leasing, marketing, mortgage financing, investment sales , and management ), must have experience in ... thinking, and significant leadership skills and capacities, including hands-on management experience. Salary and benefits are competitive and commensurate with… more
- Principal Financial Group (Seattle, WA)
- …work collaboratively across with institutional sales , consultant relations, relationship management and investment professionals in support of the clients we ... critical to the team's strategic effort to retain clients and grow assets under management across investment capabilities, from equity to fixed income to private… more
- KeyBank (Pepper Pike, OH)
- …estate tax- related issues. - Applies sound fiduciary judgment to trust matters. Client Management - Works with Investment Sales Specialitsts (ISSs) and RMs ... to High Net Worth clients and their beneficiaries. Within the relationship management team, collaborates effectively and provides insights and solutions to attract,… more