- TIAA (Dallas, TX)
- …**Key Responsibilities and Duties** + Focuses on administering and growing Trust, Investment Agency and Custody accounts for our high net-worth clients and serves ... procedures regarding Fiduciary Administration. + Conducts regular reviews of Trust, Investment Agency, and Custody accounts to ensure proper administration and… more
- Palo Alto Networks (Dallas, TX)
- …their environment, providing solution guidance and ensuring value realization in their investment with Palo Alto Networks. As our Solutions Consultant Manager, you ... that secure customers' key business imperatives and maximize the value of their investment with Palo Alto Networks. You will champion our industry leadership in… more
- TIAA (Redwood City, CA)
- …position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country. The Relationship Manager II advises ... client on a wide variety of gift planning, gift investment , and program management issues. This job is responsible...to help educators retire with dignity, today weʼre a market -leading retirement company fueled by world-class asset management. But… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …you will report to the Deputy Director, Upstream Domain and work closely with other investment owners and key partners. You will manage and advise on a portfolio of ... staff and partners, strengthening the use of analytics in strategic planning and investment design. + Envision innovative framings of problems to simplify work and… more
- Neuberger Berman (New York, NY)
- …performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access + Perform account ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538… more
- CBRE (San Jose, CA)
- …spaces which host special events such as movie nights and a farmers market . A large urban plaza adjacent the office buildings features an interactive pop-jet ... the global leader in commercial real estate services and investment that helps businesses and people thrive. We are...is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has… more
- CBRE (Atlanta, GA)
- …property marketing campaigns that include property information materials, comparable market evaluations, and targeted mailing lists. This includes flyers, property ... the global leader in commercial real estate services and investment that helps businesses and people thrive. We are...is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has… more
- Mondelez International (Chicago, IL)
- …priorities as a member of a small team that influences long-term, company-wide investment initiatives. You will collaborate across the company to help assess and ... bring experience and knowledge in: + TECHNICAL EXPERTISE: Experience at an investment bank, private equity, venture capital or corporate development group. Strong… more
- CIBC (San Francisco, CA)
- …prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly ... and/or investments + Experience in personal tax, financial planning or investment management + Strong client service commitment + Strong interpersonal and… more
- Alight (TX)
- …inbound calls and providing financial education on complex retirement-related questions, investment , and payment options for plan participants. It focuses on both ... inbound calls and providing financial education. + Answering complex questions, investment and payment options available to plan participants. + Offering guidance… more