- Mackenzie Eason & Associates (San Antonio, TX)
- …it's about building a next-generation MPO that leads with purpose, earns the trust of elected leaders, and drives measurable impact in mobility, equity, and economic ... this role demands a proven transportation leader who thrives in complexity, builds trust , and drives results. The new Executive Director will: + Restore technical… more
- Charles Schwab (Westlake, TX)
- …for a Director, Legal Counsel to support multiple retail-focused broker-dealer and investment adviser business units and work daily with managers, directors, and ... as part of a small team that supports Schwab's the broker-dealer and investment advisory products, services, and sales channels for Schwab's retail business. You… more
- CIBC (Atlanta, GA)
- …your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the ... to ensure client retention and business growth while aligning with client investment objectives and organizational policies. + Expand your portfolio: Acquire new… 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 ... on matters related to various legal documents, which may include investment management agreements, primary offering memorandum, distribution related agreements as… more
- CIBC (Chicago, IL)
- …your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the ... to ensure client retention and business growth while aligning with client investment objectives and organizational policies. + **Expand your portfolio:** Acquire new… more
- Banco Popular Puerto Rico (San Juan, PR)
- …to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and ... developing personalized investment strategies. The Financial Consultant must also ensure compliance...(10) years of experience in investments Previous experience in trust /fiduciary products, financial planning, managed accounts or insurance is… 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 ... in AUM across 25 offices globally. With more than 350 investment professionals, our Investment Management department has some of the industry's most talented and… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY? The Securities Specialist will support responsibilities assigned to the Trust Operations team. Position will serve as a liaison between City ... National Bank and SEI Private Trust Company. WHAT WILL YOU DO? * Acts as...incoming and outgoing wire transfers. * Responsible for processing investment transactions and reconciling account information; * Reviewing system… more
- AON (St. Peter, MN)
- …of Guernsey company law is essential, alongside experience in managing trust and fiduciary entities and maintaining accurate statutory records. Success in ... the world. As an organization, we are united through trust as one inclusive, diverse team, and we are...+ Attend board and strategy meetings, presenting on accounting, investment , insurance, and governance matters. + Resolve client queries… more
- M&T Bank (Naples, FL)
- …as reporting and data input needs for planning, core banking, investments, and Trust advisement for prospects and clients. Assists Wealth Advisors and Senior Wealth ... Advisor with operational support, inclusive of reporting that supports planning and investment needs to ensure client satisfaction. + Leverage available internal and… more