- HSBC (New York, NY)
- …Senior Risk Manager, VP Investment Risk you will: + Ensure that the AMUS market , liquidity and investment risk metrics and analyses are fit for purpose and ... the business and support the risk analysis of various investment strategies in use + Interact with front office...this role: + Experience in Asset Management and with Investment Risk oversight of equity and fixed income portfolios,… more
- KeyBank (Lake Oswego, OR)
- …of characteristics and needs of clients and partners within the bank- based investment market space. + Demonstrated ability to sell products and services ... concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing... services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying… more
- KeyBank (Blackfoot, ID)
- …of characteristics and needs of clients and partners within the bank- based investment market space. + Demonstrated ability to sell products and services ... concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing... services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying… more
- Truist (Savannah, TN)
- …objectives and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass ... portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance… more
- US Bank (Chicago, IL)
- …at-all from Day One. **Job Description** Functions in management role within Investment Sales. Directs assigned market 's sales efforts and the ... compliance/administrative duties regarding the sale of investment services through US Bancorp Investments. Responsible for setting and achieving revenue and expense… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …characteristics and needs of clients and partners within the financial institutionbased investment market space Excellent knowledge of investment /insurance ... assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch members and prospective member… more
- JPMorgan Chase (Columbus, OH)
- …Responsibilities** + Educating advisors on our record keeping solutions while gaining investment market share + Providing plan insight, industry & competitive ... JP Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail… more
- Wellington (Boston, MA)
- …Management and Portfolio Management/ Investment teams. This Portfolio Advisor must possess investment and market knowledge and breadth to cover multiple ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Equitable (Charlotte, NC)
- …experience + Internal or external sales related experience + Working knowledge of retail investment advice market , investment product and services. + Proven ... for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment, presentation… more
- BlackRock (Dallas, TX)
- …and conducting financial analysis. You will gain a rich knowledge of the alternative investment market as you create and review reports over the fees charged ... structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides our… more