- Lincoln Financial (Charlotte, NC)
- …+ Demonstrated strong relationship management skills with internal clients (eg senior management , peers and colleagues); proven ability to develop creative ... for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …customers and manage relationships with them, while taking guidance from senior colleagues. + Make authoritative recommendations that have a significant impact ... business needs. + Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers. + Execute… more
- Applied Research Associates, Inc. (Vicksburg, MS)
- …novel transportation demand and network optimization methods in support of waterway investment strategies across a variety of spatial and temporal scales. + Works ... related technical fields to support waterway engineering, regional sediment management , and navigation studies. + Documents research objectives, methodologies, data… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …client acquisition. We are an expanding team that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in ... planning alternatives. * Researches and provides recommendations related to risk management concerns, including insurance. * Designs and recommends a tailored… more
- T. Rowe Price (Baltimore, MD)
- …assigned T. Rowe Price investment strategy(s) and a representative of those investment portfolios across the firm. The Senior PA is primarily responsible for ... in an evolving world. As a premier global asset management organization with more than 85 years of experience,...inquiries, including ad hoc and follow-up prospect, client, and consultant questions. + Act as an investment … more
- Edward Jones (West Palm Beach, FL)
- …develop newer associates on the team *This position is known internally as a Senior Investment Consultant Edward Jones' compensation and benefits package ... personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics.… more
- Commerce Bank (Kansas City, MO)
- … management services including financial planning, estate and tax planning, investment management , private banking and trust administration services. Our ... leading a cross-functional team preferred + Experience in finance or investment management industry preferred For individuals applying, assigned and/or… more
- ICF (Reston, VA)
- Description ICF is looking for an On-Call ** Senior Financial Management Consultant ** to work alongside our Senior Enterprise Architect to support our ... Platform. This will require assessing a high-level system for accounting and management / investment of assets. If you are looking for an on-call opportunity to… more
- Deloitte (Tulsa, OK)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team!...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- JPMorgan Chase (Chicago, IL)
- …the status quo and striving to be best-in-class. As an Environmental Credit Risk Senior Officer in the Environmental Risk Management team, you will procure, ... management and loss prevention programs with an environmental consultant , lender or property management firm protecting...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more