- Vanguard (Malvern, PA)
- Head of Investment Content The Head of Investment Content will be working with Vanguard's investment leaders to distill our unique point of view on market ... dynamics & investment strategy and bring that voice to financial advisors...time. They should have a strong background in financial services , particularly asset management, or other highly technical category.… more
- Santander US (Los Angeles, CA)
- 2026 Investment Banking Summer Associate Program - Los Angeles Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... innovator in the financial services industry. We believe that our employees are our...the possibilities **We Want to Talk to You!** **2026 Investment Banking Summer Associate Program** Santander US Corporate &… more
- JPMorgan Chase (New York, NY)
- …research meetings to stay current on all JP Morgan Wealth Management products and services + Provides investment support across a diverse suite of products and ... The Investment Associate is an integral member of the...applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities… more
- Regions Bank (Atlanta, GA)
- …oral and written communication skills + Leadership skills + Proven out-performance in investment management and client service + Sales and presentation skills + ... Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities… more
- JPMorgan Chase (New York, NY)
- …control of their financial future through intuitive digital experiences and robust investment tools. Our team is dedicated to delivering innovative solutions that ... satisfaction, and long-term client success. As the Vice President, Investment Home Product Lead within JPMorgan Wealth Management's Self-Directed Investing… more
- BlackRock (Princeton, NJ)
- …world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, ... for the firm's Municipal products, and ensuring the team provides high-quality, investment -focused client service . As the candidate progresses in this role,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Key Responsibilities + Serve as the primary point of contact for client service requests, ensuring timely and accurate execution. + Partner with senior leadership on ... maintain strong client relationships, anticipating needs to deliver exceptional service . + Support complex wealth transfer strategies, philanthropic planning, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Key Responsibilities + Serve as the primary point of contact for client service requests, ensuring timely and accurate execution. + Partner with senior leadership on ... maintain strong client relationships, anticipating needs to deliver exceptional service . + Assist with complex wealth transfer strategies, philanthropic planning,… more
- Truist (New York, NY)
- …following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services ... as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the bank's corporate… more
- Truist (New York, NY)
- …following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services ... as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the bank's corporate… more