- Atria Wealth Solutions (Vancouver, WA)
- …direct investment and insurance sales. + Bachelor's Degree in Business /related field or equivalent professional certification or graduate degree and/or an ... with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services...County Award / The Columbian: 2008-2024 + Best in Business Award / Vancouver Business Journal: 2013-2024… more
- Janus Henderson Investors (Denver, CO)
- …and world-class service. We will do this by protecting and growing our core business , amplifying our strengths and diversifying where we have the right. Our Values ... We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with...love to hear from you! Overview of the role Investment Risk Team works with portfolio management teams, providing… more
- Lincoln Financial (Radnor, PA)
- …Responding to distribution/key accounts requests. + Provide support for retirement business including conducting investment reviews with existing clients ... 74931 **The Role at a Glance** Lincoln Financials Client Investment Strategies (CIS) team acts as a source of...optimally supporting the growth of our private market funds business , a key area of strategic growth for the… more
- US Bank (Hackensack, NJ)
- …the business such as: + Performing research, analysis, review, development , implementation, and monitoring of new and/or revised products/services. + Analyzing ... you excel at-all from Day One. **Job Description** **Our Investment Services** **t** **eam** Our Investment Services...you launch your career: + **U.S. Bank** **Global Corporate Trust & Custody** is a leading provider of corporate… more
- Stanford University (Stanford, CA)
- …mandates for specific schools and departments. These portfolios include, the Stanford Business School Trust , the Stanford Engineering Venture Fund, the ... Investment Operations Analyst, School & Department Funds **Stanford...items, including confirming transactions are properly executed and instructing business partners to ensure accurate recording of all activity.… more
- Lincoln Financial (Frankfort, KY)
- …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...and gathering all necessary information. + Contributes to the development of processes and procedures to ensure compliance with… more
- City and County of San Francisco (San Francisco, CA)
- … Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual ... or consulting firm. Substitution * Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar… more
- Bank of America (Palm Beach Gardens, FL)
- …for defining and owning the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio strategy, ... and portfolio management knowledge and skills * Supervise research and development of portfolio recommendations for Investment Committee review + Lead… more
- Publicis Groupe (New York, NY)
- …outcomes, not just media metrics, that will have a measurable effect on our clients' business . Every investment we make has an ROI mindset-not just for our ... solutions that drive business impact. As the Senior Vice President, Integrated Investment you'll bring your extensive media buying expertise to our team and play… 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 ... workspace. Work location is subject to change based on business needs. **Summary of the Job:** We're seeking a...content for advisors and clients alike. - Guide the development of investment commentary, research, and outreach… more