- Wells Fargo (Charlotte, NC)
- …to support the Independent Solutions Channel, which includes FiNet and Registered Investment Advisors (RIA). This role is part of the National Sales organization ... Leadership to develop and execute on a territory sales strategy + Partner with Strategic Partners and Internal Centers...a wide range of Wells Fargo products to include investment sales, full balance sheet solutions and deposit balances… more
- MAPFRE Insurance (Webster, MA)
- …for the MAPFRE USA portfolio reporting necessary to comply with MAPFRE SA's Internal Investment Control & Risk System (CIMA), MAPFRE USA, IFRS, Statutory, Tax ... may include banking services, reconciliations, system implementations, workflow impacts, risk management, investment guidelines and process improvements. Develop… more
- MongoDB (Austin, TX)
- …the business with regard to market strategy around things such as investment risk , corporate credit card programs, etc **Qualifications** + Bachelor's degree ... The Director, Assistant Treasurer will oversee the company's cash management, investment activities, and banking relationships. This role will also be responsible… more
- Capital One (New York, NY)
- …tools that enrich lives. Our teams include Communications, Community Impact and Investment , Community Finance, CRA Strategy and Program Management, the ... expected that the incumbent will gain experience in all facets of departmental risk management, strategy and operations and proactively identify areas for… more
- TD Bank (Charlotte, NC)
- …US Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in ... structure that aligns with the bank's size, complexity, and risk profile. In this role, you'll need to be...enthusiastic colleagues dedicated to setting new industry standards. **Epoch Investment Partners, Inc., a SEC registered investment … more
- CBRE (Atlanta, GA)
- …pivotal role in the following key objectives: + Execution of corporate cybersecurity strategy within the assigned division, in alignment with the business needs and ... regulatory environment, + Reduction of cybersecurity risk , + Facilitation of cyber risk -based decision-making,...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Scotiabank (New York, NY)
- …Origination (Metals)** Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant ... the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work… more
- Bank of America (Beaumont, TX)
- …for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Nuveen Investments (New York, NY)
- …This individual will support the fostering of relationships with counterparts at Investment Consulting firms resulting in the development and retention of assets for ... for product and marketing collateral. + Build relationships with support staff at Investment Consulting firms to identify opportunities and business at risk with… more
- City National Bank (Houston, TX)
- …OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors ... CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these...proposal including tax considerations, asset allocation, income needed and risk tolerance * Review draft proposal with FA prior… more