- Aristotle Capital Management (Los Angeles, CA)
- … senior sales leaders and CPMs. + Familiarity with compliance processes and financial disclosures. + Process-improvement mindset; experience with workflow ... Our Team at Aristotle Who We Are Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and… more
- Black & Veatch (Orlando, FL)
- …Black & Veatch is seeking an exceptional professional to join our Infrastructure Advisory organization as a Senior Consultant to deliver strategic asset ... ** Senior Consultant, Strategic Asset Management** Date: Nov 27,...management projects for our clients. Infrastructure Advisory focuses on the lifecycle management of assets, and… more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... Banking (PBB) Bank * Responsible for revenue production goals related to advisory services and securities products. * Assist in developing new relationships with… more
- Citigroup (New York, NY)
- …+ **Identify and initiate cross-business opportunities** with the various coverage teams and investment solutions **.** + Ensure 100% ** compliance on all Citi ... offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and..., _LATAM_ will report to the Head of Portfolio Advisory . The ideal candidate will possess an entrepreneurial spirit,… more
- Wells Fargo (Bloomfield, CT)
- …and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet ... us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small...knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs… more
- CBRE (St. Louis, MO)
- Senior Underwriter - Bridge Job ID 227037 Posted 15-Oct-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) ... America, Tampa - Florida - United States of America **About the role:** As a Senior Underwriter at CBRE, you will work with the underwriting team to perform all due… more
- Deloitte (Dallas, TX)
- …HR Strategy, HR Employee Experience, HR Operating Models, HR M&A, HR Outsourcing Advisory , and HR Technology. Senior Consultants collaborate across internal and ... M&A Human Capital Due Diligence Senior Consultant Our Deloitte Strategy & Transactions team...and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost… more
- Equitable (Charlotte, NC)
- …Equitable Advisors' SEC and FINRA a compliance programs related to its investment advisory and broker/dealer operations. Reporting to the CCO are the Firm's ... As one of the lead contacts for Equitable Advisors' senior management on all compliance matters, the...Substantive management experience + Experience in dealing with sophisticated investment advisory and securities brokerage compliance… more
- Publicis Groupe (Chicago, IL)
- …partners to secure premium access and innovative opportunities. **Client Leadership & Advisory ** * Shape client investment strategies including channel mix, rate ... and business outcomes. **Operational Excellence & Governance** * Build and refine investment processes that ensure transparency, compliance , brand safety, and… more
- Bank of America (Los Angeles, CA)
- …transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. ... Senior Business Manager Los Angeles, California **To proceed...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more