- 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 others areas of the bank, in particular lending, trust and institutional markets solutions, etc. + Partner with… 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...in others areas of the bank, in particular lending, trust and institutional markets solutions, etc. + Partner with… 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 (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 Lead is a strategic professional who...in others areas of the bank, in particular lending, trust and institutional markets solutions, etc. + Partner with… more
- JPMorgan Chase (New York, NY)
- **Primary Function** As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships ... through advisement on investment solutions. **Job Responsibilities** + Conduct investment ...+ Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser… more
- Lincoln Financial (Radnor, PA)
- …impact sales strategy and elevate client experiences? We are seeking a dedicated ** Investment Strategy Analyst** to join our Client Investment Strategies ... you will serve as a subject matter expert on investment principles and the subaccount offerings within Lincoln's variable...track record of expertise and integrity, millions of customers trust our solutions and service to help put their… more
- Lincoln Financial (Radnor, PA)
- …**Requisition #:** 74931 **The Role at a Glance** Lincoln Financials Client Investment Strategies (CIS) team acts as a source of specialized investment ... internal and external clients. Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment ...track record of expertise and integrity, millions of customers trust our solutions and service to help put their… more
- First National Bank of Omaha (Minneapolis, MN)
- …and trust . This executive will serve as a public-facing investment leader, guiding strategic thinking, mentoring advisors, and representing our point of ... **Summary of the Job:** We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment ...Chief Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management division a client-first… more
- Bank of America (Towson, MD)
- Investment Manager Specialist Towson, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Towson/ Investment -Manager-Specialist\_25031132-2) **Job Description:** Merrill Wealth Management is a leading… 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