- Citigroup (Tampa, FL)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... a brain and a soul, Citi creates economic value that is systemically responsible and, in our clients', best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Operations & Technology… more
- GE Vernova (Greenville, SC)
- …risk review, Commercial Deliverables, request proof of insurance, oversee payment securities and obtain Management authorization to release new projects via ... Electronic Order Release system (eARS) in a timely manner + Issue Internal Change Orders as required + Visit customer sites and lead Contract analysis of problems on projects + Prepare and present claims mitigation presentations to customers **Required… more
- M&T Bank (Rutland, VT)
- …record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in ... Business Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $116,400.00 - $194,000.00 Annual (USD). The successful candidate's particular combination of… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …with solid analytical and communication skills + Experience supporting firms trading public securities preferred + Exposure to SEC or FINRA exams a plus Interested ... or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market. Robert Half is the world's… more
- JPMorgan Chase (Leawood, KS)
- …expertise and strong transaction execution skills + FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire ... **Preferred Qualifications, Capabilities and Skills** + Bachelor's degree and formal credit training + Sales management, business development skills, proficiency in building and maintaining positive client relationships + Experience with Financial Sponsors,… more
- CalSTRS (Sacramento, CA)
- …of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700) ... (http://www.fppc.ca.gov/Form700.html) . **Incompatible Activities** This position is subject to the provisions of Government Code Section 19990 (https://leginfo.legislature.ca.gov/faces/codes\_displaySection.xhtml?lawCode=GOV§ionNum=19990.) . Upon… more
- Citigroup (New York, NY)
- …capital markets products, derivatives, credit, cash management, trade, finance and securities products + Series 7 and 63 preferred **Education:** + Bachelor's ... degree/University degree or equivalent experience + Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. **Job Family Group:** Institutional Banking… more
- Regions Bank (Atlanta, GA)
- …Series 24** and similar **Supervisory licenses** may be held by Regions Securities , LLC. Regions is not an Investment Advisor, therefore Advisory licenses may ... not continue to be held. Preferred experience with the following systems: **SMARSH, FIS Protegent/Protegent ECM, Governance and Controls systems, and advanced Excel data management and reporting.** This position will require daily (M-F) on site attendance at… more
- State of Michigan (East Lansing, MI)
- …of policies and guidelines for the FID portfolios of short-term fixed income securities and collateral pledged to the State Treasurer to secure the deposit of ... State funds, State Authority funds, Michigan Education Trust ("MET") funds, and insurance companies, will assist in the hiring of personnel, and will review and screen investment recommendations. The Senior Assistant Investment Manager/Assistant Administrator… more
- Bank of America (Abingdon, MD)
- …to new technology or applications **Desired Qualifications:** + Currently holds FINRA Securities Industry Essentials (SIE) + Bachelor's degree and/or a minimum of ... one year of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management + Pipeline Management + Referral Management + Client Management + Customer and Client Focus + Portfolio… more
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