- JPMorgan Chase (Portland, OR)
- Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service ... attributes including climate solutions. **Job Summary** As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and… more
- JPMorgan Chase (New York, NY)
- …and the motivation to develop market opportunities. As the US Private Markets Investment Specialist , you will actively engage in maintaining and developing ... development and sales/retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management, you will play a crucial… more
- Lincoln Financial (Radnor, PA)
- …thought leadership to internal and external clients. Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales ... + 10+ years minimum relevant work experience, ideally in either an investment management or investment specialist /product strategist/client portfolio manager… more
- JPMorgan Chase (Los Angeles, CA)
- …defined contribution plans. **Job Summary:** As an Asset Management - Real Estate Investment Specialist West Coast - Executive Director within the Real Estate ... over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, high-net-worth team members, and retail investors… more
- JPMorgan Chase (Garden City, NY)
- …provide you with the opportunity to take your career to the next level. As an Investment Specialist in the US Private Bank, you are responsible for helping the ... and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment reviews with… more
- 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 reviews with clients to validate the clients' current … more
- JPMorgan Chase (New York, NY)
- …fund managers and clients seeking active investment and brokerage dialogue. As an Investment Specialist in the US Private Bank, you will provide support to ... your career to the next level. GIO is an investment desk within the JP Morgan Private Bank that...Private Bank that specializes in opportunistic, absolute return focused investment ideas across asset classes and markets. The desk… more
- JPMorgan Chase (New York, NY)
- **Job summary:** As an Associate Investment Specialist in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business ... projects. + Desk coverage - ensure internal coverage for the investment specialist team. This may include client meetings, client reporting, fielding inquiries… more
- Bank of America (Chandler, AZ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Chandler, Arizona **To proceed with your application, you must be at least 18 ... central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies clients' needs and… more
- JPMorgan Chase (New York, NY)
- …ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist within the team, you will play a crucial ... expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary… more