- Atria Wealth Solutions (Dublin, CA)
- …related investment industry experience and/or training. + 3+ years of prior management experience, including sales coaching experience. + Series 7, 63, 65 ... Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About Patelco Credit Union Patelco… more
- Truist (Dallas, TX)
- …of influence. Provide essential investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide ... appropriate documentation of client transactions. 3. Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and… more
- NBT Bank (Albany, NY)
- …+ Ability to develop and present sales proposals + Knowledge of investment markets, portfolio management , securities trading and trust industry Unique Job ... Administer trust accounts and meet with customers to update investment performance. Conduct portfolio management on all...customers to update investment performance. Conduct portfolio management on all assigned accounts. + 10% Monitor the… more
- Scotiabank (New York, NY)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work… more
- Navy Federal Credit Union (San Diego, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- CBRE (San Francisco, CA)
- …management , project management , cost consulting); Real Estate Investments ( investment management , development). Please visit our website at www.cbre.com . ... review investment progress and statistics in company's proprietary asset management system (ELITE) + Manage information on assigned projects to ensure… more
- Neuberger Berman (New York, NY)
- …Wealth is implementing a strategic plan that includes elevating Private Wealth's investment platform, leveraging the firm's global investment capabilities to ... NB Private Wealth's clients. In support of growth and innovation, the Private Wealth Investment Group seeks to hire an Investment Platform & Due Diligence… more
- Wells Fargo (Charlotte, NC)
- …Banking as part of the Chief Operations Office (COO), specifically aligned with investment banking coverage business management & strategy execution. Learn more ... investment banking; equity; and fixed income solutions including sales , trading, and research capabilities to corporate, commercial real estate, government,… more
- T. Rowe Price (Owings Mills, MD)
- …to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment ... a difference in ways that matter to you . About the Team Global Investment Operations (GIO) is a centralized team responsible for enabling T. Rowe Price's business… more