- Citigroup (New York, NY)
- …degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ** Time Type:** Full time **Primary Location:** ... whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- Citigroup (San Francisco, CA)
- …preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ** Time Type:** **Primary Location:** San Francisco ... The Investment Counselor Lead is a strategic professional who...the sub-function/job family.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a… more
- Equitable (Charlotte, NC)
- …are to build relationships with the Equitable Advisors field force and enable sales and practice growth through driving investment and advisory-related revenue ... of fee-based financial planning engagements The Relationship Manager is an influential part of the growth of Advisory and Investment Solutions, responsible… more
- Wellington (New York, NY)
- …factors, manager research, asset allocation, quantitative investing, and risk management. The Investment Analyst will work as part of a product coverage ... Director. This product team works closely with the investment team, US Wealth sales teams, and...an interest in developing and refining presentation skills over time . + Ability to work both independently and in… more
- Scotiabank (New York, NY)
- …Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work ... Director, Investment Banking, Financial Sponsors Group - New York,...equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy,… more
- Wellington (Boston, MA)
- …The product coverage team has two main objectives: **ROLE AND RESPONSIBILITIES** The Solutions Investment Analyst will work as part of a product coverage team ... Investment Director. This team collaborates closely with the investment team, sales teams, and business partners...solutions-oriented mindset + Ability to organize, manage and prioritize time well + Grace under pressure with an ability… more
- Neuberger Berman (New York, NY)
- …to as the "Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies support the Private ... a diverse range of accounts, including Personal Trusts, Collective Investment Trusts (CITs), and Outsourced Chief Investment ...believe we would pay for this role at the time of this posting. We may ultimately pay more… more
- Neuberger Berman (New York, NY)
- **Business Overview:** Neuberger Berman is an employee-owned global investment management firm with $509 billion in assets under management. The private markets ... over $140 billion of client commitments since inception. The Investment Solutions team serves as the innovation engine of...believe we would pay for this role at the time of this posting. We may ultimately pay more… more
- Atria Wealth Solutions (Dublin, CA)
- …Tuition reimbursement Emotional Health: + Employee Assistance Program (EAP) + PTO for part - time and full- time positions + Paid holidays Personal Development: ... P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About...preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in… more
- Scotiabank (New York, NY)
- …Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work ... Analyst, Investment Banking, Real Estate - New York, NY...equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy,… more