- Manulife (Boston, MA)
- …of the John Hancock brand in the field, and be instrumental in expanding market opportunities including, but not limited to, the Executive Benefits market . This ... partners across distribution, product, legal, and underwriting to deliver market -leading solutions and robust risk governance. **Position Responsibilities:** **Strategic… more
- MTA (New York, NY)
- …and PAYGO cash funding of the capital programs to ensure compliance with US Tax Code. + Involves coordinating with external bond counsel firms including tax ... multiple bond counsel firms, financial and swap advisory firms and other market participants. + Design and progress financial strategies to achieve a cost-efficient… more
- JPMorgan Chase (Columbus, OH)
- …include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across ... asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement… more
- Edward Jones (Dallas, TX)
- …complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, ... clients first in everything they do. We're creating all-new market locations to help us better reach our clients...Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is… more
- Edward Jones (St. Louis, MO)
- …and initiatives to drive impactful solutions that enhance both the universal advisor experience and tailored strategies for distinct FA segments. The ideal candidate ... unique segments Strategic Leadership & Accountability Jointly accountable with segment/ market leaders for achieving top-line business objectives. Owns the… more
- Truist (Melbourne, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general... and assigned clients. Reply to queries regarding general market information such as quotes and news, as well… more
- JPMorgan Chase (Boston, MA)
- …their clients. Our Boston- and Mumbai-based team has built and brought to market a tax -smart investment strategy engine delivering an intuitive experience and ... we've experienced breakthrough growth over the last year. Today, over 300 financial advisor firms with $300 billion in assets (and counting) are using 55ip. As… more
- JPMorgan Chase (Jersey City, NJ)
- … calls in the promotion of annuity distribution. + Present virtually or in person at advisor or market events on timely annuity topics + Lead weekly Market ... include institutions, high-net-worth individuals, and retail investors in every major market throughout the world. The division offers investment management across… more
- KeyBank (Chicago, IL)
- …127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater than ... and pricing of the competition. ESSENTIAL JOB FUNCTIONS Advisory * Senior level advisor who has significant depth, breadth, and experience to effectively serve as… more
- Cherry Bekaert (NY)
- **Risk Advisory Services (RAS) Partner - Go-to- Market Focus** Cherry Bekaert is a top-ranked national firm providing assurance, tax , and advisory services for ... team is expanding rapidly, and we're seeking a dynamic, market -facing Partner to drive growth, client impact, and innovation....offerings to meet them. + Serve as a trusted advisor to clients, delivering high-impact risk solutions. Drive expansion… more