- Charles Schwab (Bethesda, MD)
- …relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our ... but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance,… more
- DoorDash (San Francisco, CA)
- …with senior leadership, operations, product and finance teams to guide company strategy . We lead all aspects of identifying, evaluating, and executing transactions ... with emerging and established companies as well as with investment banking and venture capital firms + Identify, research...globally for DoorDash to evaluate from an M&A or investment perspective + Drive post-deal success by overseeing integration… more
- JPMorgan Chase (New York, NY)
- …online investing experience, enabling clients to independently manage their investment portfolios with confidence. The organization is committed to innovation, ... of features that allow clients to discover and trade investment product online. Your role will involve collaborating with...**Job responsibilities** + Supports the development of our product strategy and roadmap + Collects and analyzes metrics on… more
- Meta (Menlo Park, CA)
- …business models, drive collaboration across teams, develop recommendations on strategic investment decisions, craft annual and long-range plans, and partner with ... the Leadership Team and their cross-functional partners 3. Drive nuanced return on investment and impact frameworks across investment areas 4. Own day-to-day… more
- Wells Fargo (Charlotte, NC)
- …seeking a Senior Business Execution Consultant - Senior Assistant VP in Corporate & Investment Banking (CIB) as part of The Chief Operating Office (COO). Learn more ... the career areas and lines of business at wellsfargojobs.com . Corporate & Investment Banking (CIB) delivers a comprehensive suite of capital markets, banking, and… more
- Citigroup (Boston, MA)
- …coordinating and managing relationships with 3rd party asset managers and key strategic investment partners for the Citi Wealth business. Citi Wealth has an open ... architecture approach to delivering investment solutions. This leadership role is critical to help...solutions for key partners aligned to the Citi Wealth strategy . + Facilitate feedback from internal stakeholders on the… more
- CBRE (Washington, DC)
- …providing support to key stakeholders. This job is part of the Financial Strategy and Operations job function. They are responsible for the maintenance of ... the global leader in commercial real estate services and investment that helps businesses and people thrive. We are...is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has… more
- Neuberger Berman (New York, NY)
- …role in the design, implementation, and administration of the firm's rewards strategy . We partner with our internal clients across products, businesses, and ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538… more
- Bank of America (Charlottesville, VA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- City of New York (New York, NY)
- …has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This ... investment , coupled with a commitment to reduce administrative and...to reduce administrative and regulatory barriers, is a multi-pronged strategy to tackle New York City's complex housing crisis,… more