- TD Bank (Bluffton, SC)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the… more
- JPMorgan Chase (Columbus, OH)
- …are seeking someone who will be responsible for determining the technology investment strategy for the Wealth Management business, building multi-year investment ... strategic priorities, guide the execution of intake processes, inform technology investments plans that may influence financial outcomes, maintain visibility into… more
- Halliburton (Houston, TX)
- …for identifying, structuring, and executing strategic partnerships, acquisitions, and investments that strengthen Halliburton's market position and unlock new growth ... Private Equity firms, Joint Ventures, and strategic partners to create new investment or partnership opportunities. + Structure and negotiate joint ventures, LLCs,… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments , comprised of life insurance, annuities, employee benefits, retirement plans,… more
- Neuberger Berman (New York, NY)
- …in Specialty Finance (private loans, whole loans, and other specialty finance investments . The focus is on the overall support model-managing end-to-end fund ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558… more
- DoorDash (San Francisco, CA)
- …group responsible for sourcing, evaluating, negotiating and executing M&A and investments . This team is central to DoorDash's continued growth. We work ... a senior manager, you will identify and execute transformative acquisitions and investments globally that accelerate or increase the likelihood of DoorDash achieving… more
- Insight Global (New York, NY)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the… more
- JPMorgan Chase (New York, NY)
- …Chase strategic transactions. You will collaborate with business representatives, investment professionals, and other legal experts to drive successful mergers, ... acquisitions, and investments . This role offers the opportunity to work on...provide strategic guidance. + Liaise with business representatives and investment professionals. + Engage and manage outside counsel for… more
- LinkedIn (San Francisco, CA)
- …driving inorganic growth through sourcing, evaluating, and executing strategic investments , acquisitions, and partnerships that accelerate our strategic roadmap and ... options. + **Inorganic Growth -** Source, evaluate, and execute acquisitions and investments that advance strategic priorities; manage all deal phases, from target… more
- JPMorgan Chase (San Jose, CA)
- …span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire ... and training. + Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts. + Conduct Advisor book reviews to… more
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