• Director, US Bank Regulatory Compliance, Global…

    Scotiabank (Tampa, FL)
    …fraud monitoring/disclosure requirements and consumer compliance a plus. + Familiarity with managed account products a plus. + Familiarity with Federal and ... and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do business with us. As… more
    Scotiabank (07/12/25)
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  • Financial Advisor

    Raymond James Financial, Inc. (Dalton, GA)
    …**Knowledge of** + Company's working structure, policies, mission, and strategies + Managed account platforms + General office practices, procedures, and methods ... reports, electronic communication, spreadsheets, and databases + Analyze and research account information + Handle stressful situations and provide a high level… more
    Raymond James Financial, Inc. (05/25/25)
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  • Wealth Portfolio Solutions Analyst

    Huntington National Bank (Austin, TX)
    …Qualifications: + 5+ years of product management, alternative investment or separately managed account experience + Bachelor's Degree Preferred Qualifications: + ... for those transactions/experiences related to the alternative investment and separate account platforms. + Participate in cross functional teams, across business,… more
    Huntington National Bank (08/01/25)
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  • Wealth Management Solutions, Investment Specialist…

    JPMorgan Chase (Columbus, OH)
    …including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts. + Perform account oversight for model drift and ... non-discretionary scalable accounts across various products. + Review and trade client account portfolios, manage orders, and execute trades. + Manage cash and… more
    JPMorgan Chase (05/20/25)
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  • Client Managing Partner, Healthcare

    Acxiom (Annapolis, MD)
    …client portfolio revenue and bookings forecasts. + Creates and maintains appropriate, well- managed pipeline of account growth opportunities. + Responsible for ... and other key account information. + Creates value and differentiates Acxiom services and products from competitors. + Consults with clients on new use cases and… more
    Acxiom (08/01/25)
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  • Senior Wealth Advisor SAFE Act - Forest Hills…

    Citigroup (New York, NY)
    …solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all ... capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and financial skills + Strong… more
    Citigroup (07/25/25)
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  • Senior Wealth Advisor

    Citigroup (Downey, CA)
    …solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all ... capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and financial skills . Strong… more
    Citigroup (07/16/25)
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  • Sr. Manager, Investment Performance

    Charles Schwab (Lone Tree, CO)
    …Asset Management offers a focused lineup of proprietary ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most ... **Required Qualifications** + 5+ years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or… more
    Charles Schwab (08/02/25)
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  • Senior Cloud Service Delivery Manager, AWS…

    Amazon (Dallas, TX)
    …team. - Work with customers to provide visibility and guidance around their AWS Services account through regular Operational Service Reviews and Reporting. - ... small- and mid-market accounts to enterprise-level customers including public sector. AWS Managed Services (AMS) is designed to accelerate cloud adoption, it… more
    Amazon (08/01/25)
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  • Regional Vice President, Group Retirement

    Equitable (OR)
    …(Washington, Oregon, & Alaska) * Thorough working knowledge of 401(k)/457(b), cash balance and managed account products * FINRA Series 6 or 7, and Series 63 ... multiple and diverse options for selling an organization's products and services . **Producing Results:** Understanding of the criticality of getting things done… more
    Equitable (08/01/25)
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