- Bank of America (Northbrook, IL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Lincoln Financial (Radnor, PA)
- …and models that optimize asset-liability strategies, improve capital & risk-adjusted investment yield, and ultimately strengthen product profitability. This is an ... + Develop the framework for, and improve upon, the Investment team's Strategic Asset Allocation Model, including a focus...Related to General Account Asset Management** + Brainstorm with senior members to generate innovative ideas and solutions. +… more
- Citigroup (New York, NY)
- …to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi ... communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in… more
- CIBC (Boston, MA)
- …and preparing monthly and quarterly meeting materials. You'll work closely with Senior Relationship Managers and their clients to deliver the highest level of ... and strategic segments. Become a subject matter expert on client accounts and investment offerings, supporting the team with key initiatives and special projects. +… more
- First Horizon Bank (Lafayette, LA)
- …to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a ... and prospects. + Partners with wealth and banking specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions to… more
- First Horizon Bank (Greensboro, NC)
- …to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a ... and prospects + Partners with wealth and banking specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions to… more
- Bank of America (Chicago, IL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Thrivent Financial (Minneapolis, MN)
- …processes, and capabilities relevant to broker dealers and Registered Investment Advisors (RIAs). Stay updated on industry competitive intelligence, including ... relationships within the sales organization and advocate for candidates to senior leadership. Examine intricate issues related to advisor business portfolios by… more
- AON (Fort Washington, PA)
- …is a hybrid role working from our Fort Washington, PA office This senior level role supports the continued success of Aon Affinity's growing Healthcare Division. ... the world. As an organization, we are united through trust as one inclusive team and we are passionate...NSO is continuing to build upon its largest IT investment - enabling customers to apply for coverage and… more
- BlackRock (New York, NY)
- …supporting BlackRock's Portfolio Management Group (PMG) - a best in class Investment organization focused on delivering results for our clients through: empowering ... on responsibility in a fast-paced and growing environment. **We'll trust you to:** + Provide advice and guidance on...influence leaders to address complex issues + Partner with senior leadership and recruiting to develop hiring plans and… more