- Citigroup (New York, NY)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of… more
- T. Rowe Price (Baltimore, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... matter to you . Role Summary In partnership with management, the Senior Field Consultant Relationship Manager develops and executes client and consultant commercial… more
- WTW (Tampa, FL)
- …benchmarking, and legislative, judicial, and regulatory briefs + Attend regular client investment committee meetings and support the senior consultants in the ... trustees, investment sub-committees and corporate sponsors **Excellence** + Support Senior Consultants in the provision of first class advice and guidance… 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
- CIBC (New York, NY)
- …sectors throughout North America, Europe, Latin America, Asia, and Australia. The EIT Investment Banking team primarily acts as M&A advisor (sellside and ... assets of ~$700 billion. CIBC Capital Markets provides a wide range of investment banking, global markets, credit, and research products and services to … more
- Neuberger Berman (New York, NY)
- …continuous improvement across Aladdin-enabled workflows. + Serve as a trusted advisor , ensuring investment teams receive timely, high-quality Aladdin support. ... support across multiple strategies and asset classes. + Deep knowledge of investment vehicles including pooled funds, institutional mandates, and separately… more
- JPMorgan Chase (New York, NY)
- …for Latin America Investment Banking Coverage, you will be the trusted advisor and strategic partner to senior leaders, driving business strategy and growth ... role that is pivotal in shaping the future of investment banking in Latin America? As the Executive Director...within our team, you will act as a trusted advisor and counterweight to Business Heads. You will identify,… more
- JPMorgan Chase (New York, NY)
- …or product-oriented marketing programs. + Work closely with Wealth Management's senior leadership, Investment Specialists, Capital Markets Solutions (CMS) and ... The Global Investment Strategy team is focused on macro and...both educate and entertain a range of client and advisor types. **Job Responsibilities** + Deliver our cross-asset class… more
- Citigroup (New York, NY)
- …trading for clients.The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for ... The Banker is a senior level position responsible for assisting clients in...equivalent experience + Master's degree preferred **Job Family Group:** Institutional Banking **Job Family:** Investment Banking **Time… more
- JPMorgan Chase (New York, NY)
- …to an environment of collaboration and mutual responsibility + Develop \"trusted advisor \" relationships with senior stakeholders + Simultaneously work on ... team is part of JP Morgan's larger Commercial & Investment Bank (CIB) Strategy Americas organization, which functions as...project basis to address topics at the top of senior management agendas. As a Vice President on the… more