- Atria Wealth Solutions (Richmond, VA)
- …services, assess the objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes market conditions ... Program Manager and trains, if necessary, with Program Manager . + Drives investment and program integration initiatives with credit union and/or assigned… more
- Atria Wealth Solutions (Sandusky, MI)
- …services, assess the objectives and goals of the individual, then develop an investment strategy to implement. + Stay current and analyze market conditions. ... products and services offered. Meet regularly with Program Manager . + Drive investment and program integration initiatives with the assigned bank program… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... **Business Overview:** Neuberger Berman is an employee-owned global investment management firm with $515 billion in assets...Markets is focused on developing and implementing the fundraising strategy for the Secondary team. The group plays a… more
- CVS Health (Boston, MA)
- …Summary** The CVS Health Ventures Controller is a highly analytical position on the Investment Operations and Strategy team. This individual will play a critical ... client service (eg venture capital, private equity, hedge fund, investment bank, wealth manager ) + Familiarity with CVS financial and accounting systems (SAP… more
- Principal Financial Group (Seattle, WA)
- …in asset management distribution if you are interested in financial markets, investment capabilities and engaging with others in a collaborative environment. The ... strategic effort to retain clients and grow assets under management across investment capabilities, from equity to fixed income to private markets. Responsibilities… more
- Atria Wealth Solutions (King, NC)
- …objectives and goals of the individual, then develop a financial plan or investment strategy to implement. Handle questions and objections professionally. + ... in their commitment to serving our members. The Allegacy Investment Group is seeking a financial professional guided by...additional duties as may be assigned by the Program Manager . + Develop and maintain long-term relationships based on… more
- Citigroup (New York, NY)
- …a team of portfolio managers / portfolio associates + Contribution to overall investment strategy , design, and implementation of portfolio and risk guidelines + ... class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment ...Portfolio Manager to join our team of investment professionals and further strengthen the investment … more
- Wellington (New York, NY)
- …Wellington Management plays a pivotal role in driving the firm's private investment strategy , fundraising efforts, and client engagement. The Capital Formation ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...The Executive Assistant will also work with the Business Manager to drive initiatives and should feel empowered to… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... **Business Overview:** Neuberger Berman is an employee-owned global investment management firm with $509 billion in assets under management. The private equity group… more
- Nelnet (Lincoln, NE)
- …opportunities including documentation, negotiation and external / internal coordination. + Investment financing strategy : as applicable, source, negotiate and ... Nelnet (NYSE:NNI) is a diversified company with primary businesses being investment management, loan servicing, payments, and technology including a large servicing… more