- Citigroup (New York, NY)
- …and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...Investments (CTI) operates within Corporate Treasury to lead the investment of Citi's major liquidity portfolios and raise long… more
- Bank of America (Greenwood Village, CO)
- …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 (Fort Wayne, IN)
- …Glance** We are excited to be hiring an experienced **RIC Tax Analyst** with investment fund tax experience to join our Corporate Tax / Mutual Fund Administration ... you will support tax compliance, reporting, and disclosures for Regulated Investment Companies (RICs), while also working across broader fund structures including… more
- K1 (Manhattan Beach, CA)
- …in learning about private equity and the enterprise software industry; + Ability to build trust and support with senior executives as the face of K1; + GED/HS ... build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an expansive knowledge of a… more
- JPMorgan Chase (Brooklyn, NY)
- Join our Commercial and Investment Banking team as a Data Owner Lead, where you'll drive innovative data strategies that empower decision-making and fuel business ... As a Data Owner Lead within our Commercial and Investment Banking team, you will play a pivotal role...timely and consistent manner, maintaining data integrity and consumer trust . *Manage and guide direct or matrixed staff in… more
- Truist (Charlotte, NC)
- …support to one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth, Enterprise Payments etc.). The LOB Strategic Execution and Business ... to business strategies 9. Creating a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect **Required… more
- Janus Henderson Investors (Denver, CO)
- …Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love ... collaborative fashion with Product and Channel Marketing, Compliance, Product Specialists, Investment Desks and distribution partners. + This role will also… more
- Bank of America (Red Bank, NJ)
- …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
- Citigroup (New York, NY)
- …to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi ... The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job...the firm. + Help clients achieve broad financial & investment goals related to the creation, management, and transfer… more
- World Insurance Associates, LLC. (Dallas, TX)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... to proactively source acquisition targets by identifying independent Registered Investment Advisors, consistently building relationships with business owners, leadership… more