- Citigroup (Boston, MA)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The ... The Investment Counselor Sr Principal is an internally and...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Citigroup (San Francisco, CA)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private ... The Investment Counselor Sr. Lead is a strategic professional...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...with a growth mindset, intellectual curiosity, build creditability and trust with our investors, and demonstrate strong business leadership… more
- Citigroup (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By ... will report to the Head of Business Risk for Investment Solutions within Citi Wealth. **Responsibilities:** + Senior... Investment Solutions within Citi Wealth. **Responsibilities:** + Senior business leader who will lead and coordinate an… more
- City and County of San Francisco (San Francisco, CA)
- …markets and engage in internal investment discussions. + Receive direction from senior investment staff and complete assigned tasks accurately and timely. + ... is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits to… more
- Truist (Philadelphia, PA)
- …activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or ... specialist where appropriate. + Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
- Lincoln Financial (Radnor, PA)
- …#:** 74906 **The Role at a Glance** The Vice President of retail Investment product strategy will develop and execute the product strategy and lead initiatives ... will work with internal stakeholders to provide leadership, direction and functional investment expertise and thought leadership in the development of a market… more
- Eastern Bank (Boston, MA)
- …internal investment committee meetings, making any changes as directed by senior colleagues. + Update investment marketing and presentation material for ... monthly reviews of client accounts to ensure compliance with investment objectives and models; and coordinate and communicate with...and coordinates updates of client and account information on trust accounting system, as well as on trading and… more
- City of New York (New York, NY)
- …or Access, is highly valued. The Investment Officer will report to the Senior Investment Officer - Risk, responsibilities include, but are not limited to, ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...of Asset Management is responsible for oversight of the investment portfolios of the five New York City pension… more
- CIBC (New York, NY)
- …precedent analyses + Assist in company due diligence investigations + Support senior investment banking colleagues and directing and training analyst teammates ... of 2 to 4 years of previous experience in investment banking. Strong senior Analysts will be...self to work and you live our values - trust , teamwork, and accountability. \#LI-TA California residents - your… more