- Santander US (Boston, MA)
- …**We Want to Talk to You!** **The Difference You Make:** The Head of Investment Products is a senior executive responsible for leading the investment ... Head of Investment Products, Miami, FL Country: United States of...investment research, portfolio construction, product due diligence, and advisor enablement. They are responsible for overseeing the design,… more
- Bank of America (Pennington, NJ)
- …advisors with researched investment opportunities and collaborating with other senior investment advisory specialists to develop strategic initiatives. The ... and best practices for integrating our managed asset platform into various financial advisor business models. The Merrill Lynch Investment Advisory Program (IAP)… more
- Neuberger Berman (TX)
- …5-10 client meetings per week + Possess strong client relationship skills; influence senior clients to grow advocacy with investment teams **Qualifications** + ... **Summary** The RIA Client Advisor is responsible for furthering the growth of...profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time… more
- JPMorgan Chase (Tempe, AZ)
- …commitment to diversity and inclusion. As a Summer Analyst in the Financial Advisor Development Program (FADP), you will take part in a nine-week introduction to ... our business. Our Summer Internship Program is designed to deepen your investment knowledge and skills through hands-on experience. You'll have access to training… more
- NBT Bank (Burlington, VT)
- …Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review ... $60,450 - $520,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- Vanguard (Newtown Square, PA)
- …study and development opportunities with hands-on experience, Vanguard's one-of-a-kind Financial Advisor Development Program will lay the foundation needed for a ... ability to manage client portfolios and relationships independently. Rotations could include advisor and client support, retail sales, and advice. + Develop skills… more
- Vanguard (Malvern, PA)
- …leadership and team management skills, as well as the ability to partner with senior leaders across marketing, sales, and investment teams + Proficiency in ... The Head of Investment Product Marketing will bring the robust skill...Channel Marketing Team to design and deliver sales collateral, advisor toolkits, product guides, presentations, and training that enable… more
- Capgemini (Orlando, FL)
- …required) **About the job you're considering** We are seeking a highly accomplished Senior Strategic Advisor to work directly with the Chief Information Officer ... (PECL) business-an ecosystem deeply centered around people, experiences, and storytelling. The Senior Strategic Advisor will help translate rich data and… more
- Citizens (Westwood, MA)
- …enhances advisor workflows, improves operational efficiency, and supports scalable investment management capabilities. As an Experience Owner II (EO2), you will ... for the Portfolio Management and Trading Platform, focused on delivering exceptional advisor and client experiences, enabling scalable investment management, and… more
- JPMorgan Chase (Chicago, IL)
- …Advisors and business leaders on core HR activities. As a Human Resources Business Advisor in Global Investment Banking, you will help deliver the end-to-end ... dynamic Human Resources Team as a Human Resources Business Advisor (HRBA), where you will play a crucial role...executing strategic HR priorities and supporting clients across Global Investment Banking. As the primary relationship manager and the… more