- City National Bank (New York, NY)
- …and/or edits contributor content for firm publications. * Edit and write investment insights. * Update and edit proposals and presentations using marketing resource ... produce new marketing materials for new products/strategies, including slides, FAQs, strategy -sheets, terms sheets, etc. to support the marketing and sales… more
- UMB Bank (Rust, MI)
- …takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals. The ... custody accounts according to the directives in the will, trust document or investment management, IRA or custody agreement as well as applicable laws statutes,… more
- Meta (Menlo Park, CA)
- …and operating expenses for Infrastructure which is one of the largest areas of investment at the company as we accelerate towards super intelligence. We focus on ... team is seeking a motivated and analytical Finance and Strategy professional to lead the modeling and process of...Management and Data Science 5. Build analyses to drive investment decisions, such as return on investment … more
- Citigroup (New York, NY)
- …this level will determine technical developments and the general technical strategy of the whole technical area. **Responsibilities:** + Actively identify prospects ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Neuberger Berman (New York, NY)
- …Berman:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with $508 billion in assets under management as of December ... model-based directives to third-party partners *Managing SMA's in accordance with strategy guidelines and portfolio manager directives *Routing equity, ETF and… more
- Scotiabank (Houston, TX)
- …role, you will be responsible for the implementation and on-going support of our Investment Data Hub (IDH), a platform built on the Enterprise Data Management (EDM) ... backlog and sprint backlog calls. + Prepare comprehensive documentation, including test strategy documents, test case documents, and metadata setup. + Work in close… more
- BlackRock (New York, NY)
- …- Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across ... their end clients, create rigor and scale in their investment process, and grow their businesses in a differentiated...strong business development pipeline while executing on the Go-To-Market strategy for the region, as well as providing product… more
- Thrivent Financial (Lakewood, CA)
- …financial programs, and help them implement an integrated financial strategy . Thrivent Financial is a faith-based, not-for-profit financial services organization ... in this position will be focused on securities and investment advisory products and services as well as fixed...to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration… more
- Citigroup (Miami, FL)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… more
- TD Bank (Keene, NH)
- …term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored ... investment and insurance strategies and products to meet their...Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the… more