- Robert Half Finance & Accounting (Mill Valley, CA)
- …service aligned with the firm's holistic wealth philosophy. Financial Planning & Investment Advisory + Develop and implement financial plans covering retirement, ... Wealth Manager) of experience in financial planning, wealth management, or investment advisory . Certifications & Licensing + Certified Financial Planner (TM)… more
- BlackRock (New York, NY)
- **About this role** **BlackRock** is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of ... managed accounts, mutual funds, iShares (exchange traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and… more
- Neuberger Berman (New York, NY)
- …legal advice relating to fund and separate account formation, as well as investment advisory services to private equity funds and institutional separate account ... clients + Negotiating investment advisory and delegation agreements + Working with the Compliance department on policies and procedures + Assisting in the… more
- SMBC (New York, NY)
- …Project Bonds, Project Loans, Loan Sales & Syndication, Debt Capital Markets, Financial Advisory , Investment Banking, Financial Guarantees, PPPs is a plus + 3-5 ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …trusted advisor to high-net-worth clients + Deliver customized financial planning and investment advisory services + Develop and implement financial plans across ... Senior Wealth Manager A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and...of 5 years of experience in financial planning or investment advisory + CFP(R) (Certified Financial Planner)… more
- Neuberger Berman (New York, NY)
- …decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment and non- investment teams of ... Gather and analyze information from fund managers and specialty lenders during the investment decision-making process via meetings held with senior members of… more
- Scotiabank (New York, NY)
- …Partners across senior executives US CIO, Global CISO, Risk, Operations, compliance and legal teams to deliver improved US regulatory outcomes and strategies. + ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...asset data and deliver monthly / quarterly reporting for senior management, Internal Controls, GRM, Compliance , Audit,… more
- Zurich NA (New York, NY)
- …with investment mandate set-ups, authoring documentation for review by senior Zurich executives, and outbound calling efforts. Basic Qualifications: + Bachelor's ... + Lead or co-lead deal origination, research, and analyzing of direct co- investment and secondary GP-led or continuation vehicle (CV) opportunities and / or… more
- World Insurance Associates, LLC. (Waukesha, WI)
- …dedicated to providing the industry's premier independent retirement plan and investment advisory services to employers, executives, and individual investors. ... client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Reporting to the Dean and serving as a member of the Law School's senior leadership team, the Associate Dean & Chief Financial Officer (CFO) is responsible for ... its field. The CFO directs the planning and management of financial, budgetary, and investment activities for the School, serves as the Treasurer (and an officer) of… more