- Citigroup (Miami, FL)
- …transactions and process loans within Credit Policies. + Coordinate with Credit Specialist / Investment Finance to ensure timely processing of CA renewals. Ensure ... consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking… more
- Access Dubuque (Dubuque, IA)
- …global leader in education, is seeking **Senior Technical Business Management (TBM) Specialist ** to optimize technology investment decisions through the Apptio ... Technology Business Management Senior Specialist **McGraw Hill** 1 Positions ID: 5887 Posted...thinking build the future? Senior Technical Business Management (TBM) Specialist at McGraw Hill make a difference for learners… more
- Brookfield Properties (Scottsdale, AZ)
- …apply. Job Description Overview: Brookfield Residential Properties is seeking a Transactions Specialist to support our investment , asset management and legal ... of projects, process efficiency, and effective system management. The Transactions Specialist will elevate the investments function by championing best practices,… more
- UMB Bank (Kansas City, MO)
- …regulatory agency Currently hold or actively pursuing Certified Fiduciary and Investment Risk Specialist (CFIRS) designation **Compensation Range:** $51,480.00 - ... $99,330.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full… more
- KeyBank (NY)
- …Qualifications** + Professional certifications such as CFIRS (Certified Fiduciary & Investment Risk Specialist ), CTFA (Certified Trust and Fiduciary Advisor), ... or similar. + Experience in wealth management or fiduciary services compliance. + Familiarity with issue management and regulatory exam processes. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $130,000 to $160,000… more
- Raymond James Financial, Inc. (Denver, CO)
- …approved by Human Resources. **Licenses/Certifications** + Certified Fiduciary and Investment Risk Specialist (CFIRS) preferred + Additional ... licenses/certifications demonstrating the candidate's knowledge/expertise in industry regulation and concepts preferred. more
- T. Rowe Price (Baltimore, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... that matter to you . Role Summary The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with DC Specialist … more
- Bank of America (Palm Beach Gardens, FL)
- Private Wealth Senior Investment Manager (FP) Palm Beach Gardens, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Palm-Beach-Gardens/Private-Wealth-Senior- Investment -Manager--FP-\_25037263-1) **Job Description:** Merrill Wealth Management is a leading… more
- Raymond James Financial, Inc. (Chicago, IL)
- …is to drive the growth of institutional assets under management across all investment products, sourced from US investment consulting firms, with a particular ... to plan sponsors. Key responsibilities include effectively positioning Raymond James Investment Management and its affiliates' strongest capabilities in front of… more
- TD Bank (New York, NY)
- …is seeking a Vice President. TD Securities is a leading global investment bank specializing in providing strategic financial advisory services, including mergers and ... professional development **Qualifications:** Candidates must have a strong interest in investment banking underpinned by solid quantitative and analytical skills. He… more