- JPMorgan Chase (Los Angeles, CA)
- …with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- JPMorgan Chase (New York, NY)
- **Primary Function** As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client ... and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales effort with Capital Advisors, Trust Officers and… more
- Vanguard (Malvern, PA)
- …shape the future of private market investing at Vanguard? As a Senior Private Investment Product Strategy and Development Specialist , you'll be at the forefront ... into private markets supporting product planning and development to shape our future investment offer. This is a unique opportunity to bring your deep expertise in… more
- JPMorgan Chase (Los Angeles, CA)
- …defined contribution plans. **Job Summary:** As an Asset Management - Real Estate Investment Specialist West Coast - Executive Director within the Real Estate ... over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, high-net-worth team members, and retail investors… more
- JPMorgan Chase (New York, NY)
- …fund managers and clients seeking active investment and brokerage dialogue. As an Investment Specialist in the US Private Bank, you will provide support ... to deepening and strengthening existing client relationships. **Job Responsibilities** + Support investment reviews with clients to validate the clients'… more
- Truist (Tampa, FL)
- …the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment , banking or financial planning-related ... to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth… more
- JPMorgan Chase (New York, NY)
- **Job summary:** As an Associate Investment Specialist in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business ... **Job responsibilities:** + Internal product manager and key stakeholder- support relationships with the various US retail advisor sales...+ Desk coverage - ensure internal coverage for the investment specialist team. This may include client… more
- Truist (Mount Pleasant, SC)
- …perform the essential functions. 1. 3+ years in the role as an Estate Support Specialist , trust experience, investment , banking or financial planning-related ... for supporting the coordinated delivery of estate and trust administration. Provide support to Estate Advisors in the administration of Estate and Trusts for… more
- JPMorgan Chase (New York, NY)
- …the risk spectrum and capital stack. **Job Summary** As the Executive Director, Investment Specialist on the Real Estate Americas client strategy team, you ... to best position our strategies. + Assist in strategic projects that support the platform's growth, fostering collaboration and innovation. + Ensure all investor… more
- Bank of America (Chandler, AZ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Chandler, Arizona **To proceed with your application, you must be at least 18 ... central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies clients' needs and… more