- JPMorgan Chase (New York, NY)
- …engaging digital experience for our clients. + Significantly enhance the JPMorgan advisor 's experience and their ability to service clients by seamlessly blending ... We are early in our product solution journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to join the team… more
- JPMorgan Chase (Los Angeles, CA)
- …prospects for our products and services and establish relationships with senior investment professionals at these organizations **Required** **Qualifications, ... Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor… more
- JPMorgan Chase (New York, NY)
- …and Sovereign Wealth Funds. Within FCG, the mission is to become the trusted advisor and the preeminent provider of Investment Banking Services to families, ... Banking products, including Mergers & Acquisitions, divestitures of family investment firm portfolio companies, restructurings, loans, institutional debt and… more
- 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
- 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
- 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
- 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