- M&T Bank (Burlington, VT)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages… more
- KeyBank (Akron, OH)
- **Location:** 219 South Main Street - Akron, Ohio 44308 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is...and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager. From offices ... Neuberger Berman's Investment Technology team is seeking a technically strong,...experience in product management or equivalent, particularly in financial services + Strong data fluency: data modeling concepts, market/reference/pricing… more
- AIG (Parsippany, NJ)
- Who we are AIG, Inc. is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world's most ... a market leader in critical lines of the insurance business. Corporate Finance - Investment Accounting The Investment Accounting group at AIG is responsible for… more
- Deloitte (Detroit, MI)
- …Attorney + Enrolled Agent + Project Management Professional (PMP) Preferred + Investment management industry experience (eg private equity, real estate, fund ... If you are looking to leverage your knowledge of investment management in a new and innovative way, Deloitte's...management tax technology and provides tax compliance and consulting services to a variety of clients in the financial… more
- HUB International (Fort Worth, TX)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services . HUB has more than ... needs. We are a company dedicated to superior customer service with employees committed to adding value to every...with at least 3 years in the high-net-worth or Private Client segment. + Experience with high-net-worth insurance carriers… more
- Nuveen Investments (New York, NY)
- The Taxable Fixed Income Team is seeking a Senior Investment Grade Corporate Trader to facilitate the purchases and sells of Fixed Income securities in the name ... plans, or other non-annual incentive plans). **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the… more
- BlackRock (Atlanta, GA)
- …Director** **Team Overview:** The Account Management team within Private Data Services is responsible for the client service and day-to-day management of ... **About this role** **Role: Private Data Services - Client Success...Service collects, transforms, validates, and delivers industry standard investment monitoring capabilities for investors across Private … more
- US Bank (Seattle, WA)
- …talent for driving business - Extensive knowledge of US Bancorp Banking, Trust, and Investment products and services - Ability to partner with colleagues to ... client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client...identify and service unique clients' needs - Well-developed analytical and problem-solving… more
- Citigroup (New York, NY)
- The Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all… more