- Sanofi Group (Cambridge, MA)
- … investment mandate. In this role, the Principal works directly with senior investment professionals to support the generation of new investment ... investment opportunities; solicit input and advice from senior investment professionals, R&D, advisors, and others...+ Entrepreneurial and self-starter spirit + Ability to build trust with the management of the invested companies +… more
- CIBC (Chicago, IL)
- …Execute strategic asset allocation changes, rebalance portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager. ... Chicago office, you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to… more
- KeyBank (Brooklyn, OH)
- …requirements. The Director must have comprehensive knowledge of wealth management, fiduciary/ trust , broker-dealer, and investment management as well as a ... knowledge of asset management products and services (eg - trust /fiduciary, private banking, securities/ investment management, capital markets), compliance,… more
- City National Bank (Houston, TX)
- …IS THE OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent ... the CNR portfolio analysis and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network of potential prospects,… more
- AON (Chicago, IL)
- …VRO Head for ABS (Aon Business Services). The individual will work closely with senior ABS and Aon partners to define, facilitate and run portfolio investment ... the world. As an organization, we are united through trust as one inclusive team and we are passionate...the day will look like Core Responsibilities: Portfolio and Investment Planning and Management + Work closely with leadership… more
- Vanguard (Malvern, PA)
- …Solutions (VWS) Vanguard Workplace Solutions (VWS) helps millions of workers achieve investment success in employer-sponsored retirement plans. VWS is the number one ... the United States, with 23% of defined contribution assets. We provide investment products, recordkeeping services, and advice to help participants achieve their… more
- Lincoln Financial (Radnor, PA)
- …team. You will act as a key resource regarding quantitative research, investment analytics, and risk management to internal/external stakeholders. You will generate ... investment portfolio analytics and enhance investment and...and emerging development/trend, assess the impact and collaborate with senior management to incorporate new trends and developments in… more
- Atria Wealth Solutions (King, NC)
- …everyone is united in their commitment to serving our members. The Allegacy Investment Group is seeking a financial professional guided by a "doing right" philosophy ... position will assist clients in the identification, analysis and appropriate investment and insurance activity directed toward accomplishing their financial goals.… more
- City National Bank (Dallas, TX)
- …AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, ... performed, and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the form of meetings, presentation,… more
- TIAA (Denver, CO)
- …Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of ... financial markets and a tailored approach to investment management. In this role, strategic thinking and ...investment management. In this role, strategic thinking and trust -building with clients are central, along with mentoring junior… more