- S&P Global (New York, NY)
- …(TGDE) team at S&P Dow Jones Indices is responsible for establishing effective portfolio planning and execution patterns to drive operational excellence and foster a ... culture of collaboration using lean portfolio management and agile development methodologies. As a member of the Delivery Enablement team, you will play a crucial… more
- Stanley Black and Decker (Towson, MD)
- …impactful change by influencing our business strategy, our brand and product portfolio , and spearheading integrated marketing planning. With a relentless focus on ... leadership to drive collaborative success + Build advocacy for sustained organizational investment in end user and shopper understanding + Vet agency and vendor… more
- HSBC (New York, NY)
- …planning, governance and agile ways of operating across the PB US CTB portfolio + Responsible for working with Technology to ensure platforms development and roll ... of 10 - 15 years years in Private Banking / Wealth Management, with significant exposure to COO - type...any other trait protected by applicable law. **Job Field:** Investment Banking, Markets and Research **Primary Location:** North America-United… more
- Wells Fargo (St. Louis Park, MN)
- …collateral valuation and cash flow tax returns, financial statements, trusts, investment portfolios and or other supporting documentation to recommend or approve ... needs to customize lending solutions + Collaborate with internal partners such as Wealth Advisors and Private Bankers to proactively address client needs + Ensure… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... + Lead a team of 3-5 prospect management analysts focused on prospect portfolio management, efficient data analysis, data reporting, and prospect research + Support… more
- Zions Bancorporation (Heber City, UT)
- …following areas: + Loan and deposit products, wealth management + Wealth management services including Investment , trust, and insurance referrals, + ... **:** + Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients. + Focus on generating, managing, and servicing… more
- Broadridge Financial Solutions (New York, NY)
- …oversee a robust portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll report ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- S&P Global (New York, NY)
- …their role in benchmarking market performance, evaluating portfolios, and developing investment strategies. With a diverse range of solutions, including fixed ... in index solutions across global fixed income markets. We manage a diverse portfolio , including iBoxx and S&P bond indices, including a strong focus on ESG.… more
- JPMorgan Chase (New York, NY)
- …with key investment grade investor clients at both trading and portfolio management levels + Critical thinker and driver of trade concepts and themes ... range of clients (asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, corporations, hedge funds, etc.). + Generate ideas and provide… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You'll ... teams and external providers to keep operations smooth + Review and finalize investment reports + Communicate with polish and discretion *Contact Michelle Espejo via… more