- Thrivent Financial (Geneva, IL)
- …financial plans, investment research and analysis, and coordination of client service needs with team members. The Director of Dedicated Planning & Investment ... by Jenny McAdams. Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping… more
- Santander US (New York, NY)
- Investment Banking Vice President, Consumer & Retail - New York 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...driven Vice President to join its Consumer & Retail Investment Banking team in New York. The role offers… more
- CIBC (Houston, TX)
- …You'll Be Doing** The Energy, Infrastructure & Transition (EIT) team is the largest investment banking team at CIBC and focuses on clients in the United States, ... among other emerging low-carbon solutions. CIBC was named North American Financial Advisor of the year in 2024 by Infrastructure Journal Global (IJGlobal). This… more
- Nuveen Investments (MI)
- …within the enterprise to implement best sales practices and to ensure excellent service for clients. + Educates the organization's Generalist Sales Team on the ... 8IC **Required Qualifications** + Minimum 5 years' experience in the investment management industry specifically within business development in the Alternative… more
- TD Bank (New York, NY)
- …details for this role. **Job Description:** Preferred Qualifications **Director, Investment Banking and Equity Research Technology** **Building a World-Class, ... a highly organized, strategic, and execution-focused Chief of Staff to support Investment Banking and Equity Research technology. This individual will act as a… more
- Manulife (Boston, MA)
- …we believe in investing in the future - starting with you. Our Investment Management Sales Desk Internship Program is your launchpad to success, offering the ... gain hands-on exposure to the distribution side of the mutual funds and investment management business. Interns will work closely with Internal Sales Management and… more
- Celonis (Raleigh, NC)
- …to design and build Celonis solutions that ensure a positive return on investment . + **Establish strong, trusted advisor relationships** with customers through ... skills, build lasting client relationships, and establish yourself as a trusted advisor , paving the way for significant career growth within Celonis. Your journey… more
- Lincoln Financial (Radnor, PA)
- …Consultant will strive to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions ... offers a unique opportunity to expand and deepen Lincoln's significant presence in the advisor sold market by ensuring excellent client service across all of… more
- BMO Financial Group (Urbandale, IA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF...+ Executes work to deliver timely, accurate, and efficient service . + Identifies business needs, designs and develops tools… more
- M&T Bank (Boston, MA)
- …Develop and structure client strategies using leverage to complement business, investment , tax, estate, and legacy plans. Utilize expertise to develop customized ... credit solutions for UHNW and HNW clients. Utilize working knowledge of investment management solutions and planning concepts associated with HNW and UHNW clients… more