- Truist (Beverly Hills, CA)
- …and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in ... AUM. The Investment Analyst will typically work with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with… more
- JPMorgan Chase (Los Angeles, CA)
- … Solutions teams at key internal and external meetings + Analyzing client multi-asset class investment portfolios and providing alternative investment ... JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global...assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth… more
- Truist (Atlanta, GA)
- …between: * Serving as an investment thought leader * A high-level client service contact * Demonstrated ability to identify and cultivate new business ... in new business process and presentations * Management and oversight of complex investment portfolios and face to face client interaction to strengthen… more
- Truist (Ormond Beach, FL)
- …goals, objectives and risk tolerance to determine which investment products and services best meet the client 's needs and to implement those products and ... relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for… more
- Navy Federal Credit Union (San Diego, CA)
- … to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... assignment that are moderately difficult and under supervision. Responsibilities + Provide investment industry expertise to client investment consultations… more
- Thrivent Financial (Loveland, CO)
- …in Northern Colorado and Southern Wyoming. For this role, the investment analyst's main responsibilities include answering investment -related inquiries, ... wants to learn, grow, and influence others. A successful investment analyst must be willing to learn how and...market and economic trends. + Research and responds to client inquiries. + Provide fund values and answer securities… more
- Truist (New York, NY)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to ... suite as well as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the… more
- Thrivent Financial (Geneva, IL)
- …of financial plans, investment research and analysis, and coordination of client service needs with team members. The Director of Dedicated Planning ... & Investment Operations reports to and is employed by Jenny...McAdams. Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based… more
- Publicis Groupe (Boston, MA)
- …Serve as a central point of contact for clients and internal teams for the client investment portfolio. + Speak fluently to multiple media channels, calling on ... fluently to channel buying tactics; often acting as a representative of the full media investment team...experience, overseeing five or more reports in an account management/ client services team + Deep industry relationships… more
- Bank of America (Chandler, AZ)
- …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take… more