- Publicis Groupe (Philadelphia, PA)
- …updates + Client management and account planning experience + Exhibits integrity, trust , and investment in self-development + Adherence to agency procedures ... (timesheets, required trainings, 360 feedback, etc.) + Experience managing direct reports + Bachelor's degree preferred, with 3-5 years of direct SEO or comparable experience + Healthcare industry knowledge a plus \#LI-Hybrid **Additional information** Our… more
- Amalgamated Bank (Boston, MA)
- …of loans in the existing portfolio. The candidate will also work with the Trust and Investment teams focused on Taft-Hartley, Union and Public Funds markets ... to build new customer relationships as well coordinate the expansion of existing relationships. A significant portion of time will be spent in market generating new client opportunities by meeting with prospects, outside calling, attending networking functions… more
- US Bank (Tempe, AZ)
- …the service and support team functioning as the primary contact between Wealth Management, Trust , Banking, or Investment clients, and US Bank. Manages teams of ... associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective specialist. Works proactively to identify potential problems, compliance issues or… more
- SouthEast Bank (Farragut, TN)
- …in dealing with customers and other employees. + Basic knowledge of Bank loan, trust , and investment center products. + Strong organizational skills + Good ... communication skills + Able to work well under pressure + Strong attention to detail, self-starter, and the ability to learn quickly. + Knowledge of bank regulations + Mathematical aptitude + Pleasant telephone manner + Flexibility and ability to multi-task +… more
- Veralto (Bellevue, WA)
- …Paid holidays and a permissive paid time off policy emphasizing flexibility and trust + Ongoing investment in your career through dedicated training, on-the-job ... development, and coaching + Total rewards that support your success at work and beyond, including comprehensive health benefits, a 401(k) savings plan with employer match, and associate wellbeing programming with rewards Reporting to the Accounting Manager,… more
- Aramco Services Company (Houston, TX)
- …reconciliation and administration of records and data resulting from benefit plan trust , funding and investment activities. Responsible, under the general ... compile data for the preparation of various regulatory filings. + Reconcile investment statements. + Performs other Treasury duties as assigned. Opportunity eligible… more
- Brookfield Properties (Charleston, SC)
- …disposition of single-family rental homes for a private equity Real Estate Investment Trust (REIT). This role manages contracts, coordinates with stakeholders, ... deliverables. + Identify areas of strength and improvement within the Investment department, providing recommendations. + Participate in additional projects and… more
- Vanguard (Malvern, PA)
- …Vanguard's financial advisor clients, including broker-dealers, asset managers, bank trust departments, registered investment advisers, and insurance companies. ... Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs), to… more
- Municipality of Anchorage (Anchorage, AK)
- …Example of Duties The Director of Investment Operations (DIO) leads all day-to-day investment functions of the MOA Trust Fund, serving as Trust Manager ... DIRECTOR OF INVESTMENT OPERATIONS - Range 24 / EXE Print...acts as the primary point of contact for all Trust operations. This role ensures compliance with the IPS,… more
- US Bank (Los Angeles, CA)
- …of related sales experience, preferably in the public sector/municipal finance, banking, investment management, trust or financial services arenas. + Current, ... other team members in new business development and client management for its investment advisory practice in California. The role will be based in San Francisco,… more