• Investment Banking VP - Specialty Finance…

    Raymond James Financial, Inc. (Chicago, IL)
    …responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by ... managing an investment department or unit. Take responsibility for developing and...delivering a major part of the organization's financial product development program to enable overall corporate strategy. Develop and… more
    Raymond James Financial, Inc. (07/14/25)
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  • Sr. Consultant Investment Sales Enablement

    Lincoln Financial (Radnor, PA)
    …opportunity. **Requisition #:** 74883 **The Role at a Glance** The Sr. Investment Sales Enablement Consultant will strive to build strong long-term relationships ... through outstanding customer service and a comprehensive suite of investment management solutions to our diverse distribution client base. This position offers a… more
    Lincoln Financial (07/23/25)
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  • Director, Investment Analysis - Valuations

    IHG (Atlanta, GA)
    **Job Title: Director of Investment Analysis - Valuations** **Hours: Monday - Friday, 8:00am to 6:00pm** **Location: 3 Ravinia Dr., Suite 100, Atlanta, GA 30346** ... $164,800.00 per year** **Job Description:** + Prepare valuations for development opportunities (franchised and managed) including, on occasion, valuations for… more
    IHG (07/21/25)
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  • Investment Advisory Group (IAG) Content…

    Truist (Richmond, VA)
    …2. Develop and maintain periodic leadership reports and analyses related to business performance to support strategy and development and progress evaluation. ... and phases of content dissemination and management as needed on Investment Advisory Group initiatives, contributing meaningful insights and ensuring key initiatives… more
    Truist (07/08/25)
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  • Wealth Management Solutions, Trust…

    JPMorgan Chase (New York, NY)
    …advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate ... decisions, including working with investors to ensure that the trust 's investment objective is appropriate for the...Investors, and Trust Officers to grow the trust and estate business . This includes participating… more
    JPMorgan Chase (07/24/25)
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  • Wealth Management Solutions, Trust…

    JPMorgan Chase (Miami, FL)
    …of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax ... Investors, and Trust Officers to grow the trust and estate business . Your role will... trust . Job Responsibilities: * Analyze Wills and trust documents for legal, tax, administrative and investment… more
    JPMorgan Chase (07/19/25)
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  • Trust Officer

    Hills Bank (Cedar Rapids, IA)
    …will be responsible for retention and development of existing and new business opportunities, administration and retention of personal trust business and ... to develop or improve the customer's individual and or business estate and financial planning or other trust...where the bank is named in some fiduciary capacity. Business Development : (15%) + Sustain and develop… more
    Hills Bank (06/02/25)
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  • Wealth Management, Trust & Estates,…

    JPMorgan Chase (New York, NY)
    …+ Partnering with Wealth Advisors with respect to the vetting and pricing of new trust business , including developing a full understanding of the purposes of the ... . **Job Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative and investment...+ 7 years of relevant experience focused in the Trust business ; either at a corporate fiduciary… more
    JPMorgan Chase (06/06/25)
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  • Private Wealth Management Trust Advisor…

    Regions Bank (Clayton, MO)
    … Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... client relationship + Provides guidance and solutions for the development and on-going maintenance of complex investment ...+ Keeps abreast of trends and developments in the trust and investment management industry to ensure… more
    Regions Bank (07/02/25)
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  • KPB Sr Trust Officer

    KeyBank (Syracuse, NY)
    …Management Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other ... 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of… more
    KeyBank (06/05/25)
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