- JPMorgan Chase (New York, NY)
- **Primary Function** As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships ... through advisement on investment solutions. **Job Responsibilities** + Conduct investment ...Ten plus years' experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including,… more
- City of New York (New York, NY)
- …field and three (3) or more years of full-time experience in investment management/asset management in a financial services organization, with considerable ... of Asset Management is responsible for oversight of the investment portfolios of the five New York City pension...the Bureau of Asset Management is to achieve exceptional investment outcomes for all stakeholders; to deliver outstanding support… more
- Vanguard (Malvern, PA)
- The Investment Strategy Group, within the Investment Management Group, is comprised of researchers with specialization in economics, psychology, business, ... finance, data science, Advice Methodology, and more. The Investment Strategy Group develops and maintains key elements of...wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and… more
- Citigroup (Wilmington, DE)
- Citi is seeking a highly motivated SVP, Cards Investment & Planning Manager to lead our technology investment strategy, resource prioritization, and budget ... environment. You will be responsible for developing and implementing a robust investment and prioritization framework, ensuring that all investment opportunities… more
- Neuberger Berman (New York, NY)
- …This role will report dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services , and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust ... 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… more
- City National Bank (Beverly Hills, CA)
- …high net worth investors who have expressed an interest in CNR investment services . Develops "partnering" relationships with Independent Financial Advisor, ... planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the… more
- Truist (Tampa, FL)
- …with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement ... those products and services as appropriate. 3. Assist clients with trades, requests...including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and… more
- JPMorgan Chase (Dallas, TX)
- …Clients include a combination of publicly-listed and privately-held companies. As a full- service global investment bank, our assignments include a broad mix ... a highly skilled and experienced Analyst to join our dynamic Mid-Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile… more
- Truist (Atlanta, GA)
- …board members. Responsibilities will be generally evenly divided between: * Serving as an investment thought leader; * A high-level client service contact; * A ... instead of "Manages") The Foundations & Endowments Specialty Practice (FESP) Institutional Investment Manager 2 is a senior level manager who contributes to overall… more
- Cedars-Sinai (CA)
- …program into the evolved Accelerator+ initiative, we are seeking a new additional investment team member to join our team. The Investment Analyst supports ... aspects of portfolio management, including sourcing, selection and monitoring of investment managers, performing investment research, and conducting portfolio… more