- City National Bank (Los Angeles, CA)
- * INVESTMENT OPERATIONS SPECIALIST LEAD* WHAT IS THE OPPORTUNITY? The Investment Ops Specialist Lead will support responsibilities assigned to the ... Actions, Mutual Fund Trades, Trust Settlements and Asset transfers. Additionally, can support functions not processed by SEI Private Trust Company such as Document… more
- Bank of America (San Antonio, TX)
- …team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,...enhance existing client relationships. He or she provides specialized support as a Specialist /Manager in any one… more
- PPL Corporation (Providence, RI)
- …diverse communities today. Overview Rhode Island Energy is seeking a Electric & Gas Investment Planning & Management Specialist . In this role you will be a ... close working relationships with both internal and external stakeholders. Responsibilities + Support the Director, Electric & Gas Investment Planning &… more
- JPMorgan Chase (Portland, OR)
- Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service ... attributes including climate solutions. **Job Summary** As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and… more
- Lincoln Financial (Radnor, PA)
- …the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals in ... Investment Strategies. **What you'll be doing** Private Markets Investment Support : + Be the subject matter...years minimum relevant work experience, ideally in either an investment management or investment specialist /product… more
- JPMorgan Chase (New York, NY)
- …and the motivation to develop market opportunities. As the US Private Markets Investment Specialist , you will actively engage in maintaining and developing ... product development and sales/retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management, you will play… more
- Bank of America (Towson, MD)
- …activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and ... Investment Manager Specialist Towson, Maryland **To...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,… more
- PNC (Pittsburgh, PA)
- …internal systems, and vendor systems to create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. ... opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Defined Contribution...manager's discretion. This position works as part of an investment service team in the AMG … more
- Lincoln Financial (Radnor, PA)
- …* Partner with Lincoln's sales teams and financial advisors as the dedicated investment specialist for Lincoln's variable subaccounts and indexed strategies. * ... subaccount offerings within Lincoln's variable and indexed products, providing best-in-class service and timely, specialized support to financial professionals… more
- Wesleyan University (Middletown, CT)
- …and facilities. Reporting to the Director of Operations and Investments, the Investment Operations Specialist will work alongside an eight-person investment ... primary objective of the endowment is to provide enduring support for the University's academic mission by generating a...+ Four or more years of experience in financial services or investment operations, preferably within a… more