- Publicis Groupe (New York, NY)
- …in this role - Diverse backgrounds and experience are welcome including Agency Planning/ Investment , Media Sales , Consulting and/or Media Client Side - Advanced ... with a breadth of clients. 2. You'll learn both Investment and Business Operations - a unique blend of...THE TEAM** The Specialist role will report into the Manager position and will be a part of the… more
- City National Bank (Irvine, CA)
- …(CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust ... and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio… more
- Janus Henderson Investors (Denver, CO)
- …a dynamic and fast-paced culture has a thorough understanding of the market and investment products in general, as well as classic marketing matters such as brand, ... and resources across the firm. The ability to creatively take complex investment concepts and distill them into clear, simple and benefit-oriented content is… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in… more
- Newtown Savings Bank (Newtown, CT)
- …services, business credit cards, mortgages, and investment products through Newtown Investment Solutions. Meet or exceed all budgeted sales targets. + Think ... coach and partner with assigned branches. In conjunction with the Customer Experience Manager , participate in supporting regular branch sales meetings to promote… more
- Truist (Norcross, GA)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,...analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… more
- HUB International (Albuquerque, NM)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees ... clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth… more
- Neuberger Berman (Chicago, IL)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... and the integration of Stewardship and Sustainable Investing analysis across the Investment Grade and Non- Investment Grade corporate credit research teams +… more
- Lincoln Financial (Charlotte, NC)
- …complex research, analysis, & proper accounting treatment of Lincoln's derivative investment positions to support strategic investment operations, hedging ... less experienced team members. **What you'll be doing** + Provides investment accounting treatment of derivative assets under applicable Statutory, GAAP, Management… more
- Coinbase (New York, NY)
- … sales experience at top tier global institutional asset manager . * Significant experience independently building relationships with Institutional Allocators. * ... Strategist is a hybrid between a salesperson and an investment strategist. A successful Client Strategist can secure the...of our business, such that they can represent the investment team and our investment process across… more