• Portfolio Manager Associate

    City National Bank (Lake Mary, FL)
    …take across the Book and for specific clients * Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client ... for trades and allocation changes for existing clients. * Client calls and inquiries: be able to discuss both...and the firm's investment thesis - Specific strategies and solutions : business description and reasons we own - Tie… more
    City National Bank (11/09/25)
    - Related Jobs

  • Global Financial Institutions Group,…

    SMBC (New York, NY)
    …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse … more
    SMBC (11/15/25)
    - Related Jobs

  • Registered Branch Associate

    Edward Jones (Bakersfield, CA)
    …required; Bachelor's degree preferred + 3-5 years of relevant experience in securities /financial services industry preferred + Series 7 and Series 66 ... ** Client advocate. Skilled communicator. Problem solver. Does that...Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background… more
    Edward Jones (01/08/26)
    - Related Jobs

  • Practice Growth Director

    Thrivent Financial (MN)
    …Develop and implement strategies to enhance practice productivity, including book management, client service models, and staffing. + Coach and promote ... of tools as needed. + Expertise with foundational practice management topics required : client service models, adding staff/new advisors to a team or solo… more
    Thrivent Financial (01/13/26)
    - Related Jobs

  • Senior Counsel - Third Party Distribution

    Vanguard (Malvern, PA)
    …destination of choice for the next generation of investors, your expertise in securities law and ERISA will be pivotal in driving compliant, forward-thinking ... solutions . Responsibilities: + Provides business leaders with legal advice...experience. Law degree (JD) required. + Deep technical expertise securities law required, with an emphasis on providing interpretative… more
    Vanguard (01/06/26)
    - Related Jobs

  • Tailored Licensed Support Financial Advisor

    Edward Jones (Tempe, AZ)
    …being part of a firm where everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm better together - as they grow ... (TLS) Team plays a critical role in delivering exceptional client experiences and driving branch success. Acting as a...of legal and regulatory requirements related to providing financial solutions . + Collaborate with the FA and branch team… more
    Edward Jones (01/16/26)
    - Related Jobs

  • Investment & Corporate Banking - Technology, Media…

    Mizuho Corporate Bank (New York, NY)
    …Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base ... institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital… more
    Mizuho Corporate Bank (01/04/26)
    - Related Jobs

  • Investment & Corporate Banking - Healthcare,…

    Mizuho Corporate Bank (San Francisco, CA)
    …Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base ... institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital… more
    Mizuho Corporate Bank (12/05/25)
    - Related Jobs

  • Margin&Collateral Manager Vice President

    JPMorgan Chase (Chicago, IL)
    …and leverage relationships across Sales/RM, Compliance, Technology, and Operations to drive solutions + Analyze client behavior, margin balances, and exceptions ... to identify opportunities for improvement + Implement solutions to enhance client experience, drive capacity gains, efficiency, and strengthen controls + Lead… more
    JPMorgan Chase (11/22/25)
    - Related Jobs

  • Healthcare - Associate

    SMBC (New York, NY)
    …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... Cash Management, Leasing Finance, Trade Finance, Lending Management) to deliver integrated solutions tailored to client needs. **Qualifications and Skills** +… more
    SMBC (12/06/25)
    - Related Jobs