- Citigroup (San Francisco, CA)
- The Investment Counselor Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- Citigroup (New York, NY)
- …Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank ... serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and highly… more
- Bank of America (Jersey City, NJ)
- Divisional Managed Investment Consultant Analyst Pennington, New Jersey;Jersey City, New Jersey **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pennington/Divisional-Managed- Investment -Consultant-Analyst\_25009018-2) **Job Description:** At Bank of America, we are… more
- Navy Federal Credit Union (San Diego, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- JPMorgan Chase (Portland, OR)
- Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service across ... including climate solutions. **Job Summary** As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and promote new… more
- Regions Bank (Indianapolis, IN)
- …and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service ... Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities… more
- PNC (Orlando, FL)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC's Private Bank organization, you will be based in ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
- Wells Fargo (Charlotte, NC)
- … investment banking; equity; and fixed income solutions including sales , trading, and research capabilities to corporate, commercial real estate, government, ... **About this role:** Wells Fargo is seeking a Investment Banking Client Strategy Consultant, Senior Assistant Vice...Vice President (Senior Business Execution Consultant) in Corporate & Investment Banking as part of the Chief Operations Office… more
- JPMorgan Chase (New York, NY)
- …the opportunity to take your career to the next level. GIO is an investment desk within the JP Morgan Private Bank that specializes in opportunistic, absolute return ... focused investment ideas across asset classes and markets. The desk...working relationships with internal clients + Support coordination of sales effort with Investors + Adhere to internal and… more
- JPMorgan Chase (New York, NY)
- **Job summary:** As an Associate Investment Specialist in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business through a ... stakeholder- support relationships with the various US retail advisor sales channels; serve as primary point of contact for...+ Desk coverage - ensure internal coverage for the investment specialist team. This may include client meetings, client… more