- 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
- American Express (San Francisco, CA)
- …Amex Ventures is seeking a highly motivated individual to help develop investment theses, source and execute investments for the Enterprise Software team. The ... areas such as AI/ML, security, data infrastructure, developer tools, identity, fraud/ risk , and banking/payment infrastructure. This role is based in San Francisco,… more
- Wellington (New York, NY)
- …capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...and virtual events, as part of an integrated marketing strategy to build awareness and engagement in the US… more
- Manulife (New York, NY)
- … management process of all real estate credit investments: + The quarterly risk management process will provide all investment professionals within Real Estate ... able to support and own an outstanding asset management strategy for real estate credit investing in public and...requirements, and the ability to develop and implement sound investment strategies + Strong strategic, analytical and risk… more
- Manulife (New York, NY)
- … management process of all real estate credit investments: + The quarterly risk management process will provide all investment professionals within Real Estate ... able to support and own an outstanding asset management strategy for real estate credit investing in public and...requirements, and the ability to develop and implement sound investment strategies + Strong strategic, analytical and risk… more
- Scotiabank (Dallas, TX)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...Do** + Oversee the maturations of the operational resilience strategy for the US region. + Oversee the integration… more
- JPMorgan Chase (Columbus, OH)
- …commentary, research opinions, and economic forecasts to assist in determining tactical investment strategy + Actively participate and represent the platform's ... philosophy, process & strategy styles at client, consultant and internal meetings +...income securities + Strong aptitude to identify and minimize investment /business risk + Strong verbal & written… more
- 3M (Maplewood, MN)
- …counsel and analysis to support the development and execution of a multi-year investment in growth strategy . + **Governance:** Lead a monthly governance process ... Director for the SIBG Channel will be instrumental in shaping financial strategy and driving commercial excellence initiatives across all districts. This role… more
- Wells Fargo (New York, NY)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... assets, regulatory, privacy, ecommerce, deposit relationship and strategy , and business strategies. The section also provides support...ultra-high net worth clients of Wells Fargo Wealth and Investment Management Working at Wells Fargo | Jobs and… more
- HSBC (New York, NY)
- …us as the Global Head of Cryptographic Services, to shape our long-term strategy , and turbo-charge delivery, as the accountable owner for Cryptography across the ... of Cryptographic Services you will: + Define and maintain our global strategy for Cryptography, supported by engineers, architects and multiple Control Owners,… more