- Thrivent Financial (Minneapolis, MN)
- …process through execution. In general, the position supports the PERE senior analyst (s) and managing director. This position's responsibilities overlap ... Clear written and verbal communication skills and comfort preparing materials for senior investment professionals and investors. + Proactive, self-directed team… more
- KeyBank (Naples, FL)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center...(CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state)… more
- Wells Fargo (Atlanta, GA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as ... developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning advice… more
- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as ... developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning advice… more
- Capital One (Riverwoods, IL)
- Senior Manager, Financial Analysis (Hybrid) Capital One is seeking a culture-led, results-driven, and strategic Senior Manager of Global Payments Network (GPN) ... analysis. **This role requires strong communication, problem solving, strategic thinking, risk management, and influencing skills in order to effectively:** +… more
- Bank of America (Beverly Hills, CA)
- Senior Business Manager Beverly Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beverly-Hills/ Senior -Business-Manager\_25044543) **Job Description:** Merrill Wealth Management is a leading… more
- JPMorgan Chase (Newark, DE)
- **Job description** The Treasury and Chief Investment Office (TCIO) at JPMorgan Chase is responsible for firm-wide asset and liability management, directly ... balance sheet across all major lines of business. Within TCIO, the Liquidity Risk Infrastructure (LRI) Data Quality Governance Team plays a critical role in… more
- USAA (Plano, TX)
- …impactful. **The Opportunity** We are seeking a dedicated Development Product Owner Senior to support our Auto Modernization Development area. This role serves as ... stories and/or features to support effective and compliant solutions while balancing investment and business value. + Owns and maintains a prioritized work backlog… more
- JPMorgan Chase (Boston, MA)
- …of back-testing, simulation, and data visualization platforms to support strategic investment decisions. Analyze trade suggestions, positioning, risk metrics, ... **Portfolio Analyst ** 55ip's Quantitative Research & Development (R&D) team...portfolio data, with the ability to analyze and investigate investment outcomes. This role requires ensuring that portfolios are… more
- Bank of America (Pittsburgh, PA)
- Senior Business Manager Pittsburgh, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pittsburgh/ Senior -Business-Manager\_25047786) **Job Description:** Merrill Wealth Management is a leading… more