- Foresters Financial Services (Westbury, NY)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Westbury, New York Apply Description What we need: This role supports the Registered Financial Services Sales Representative's business… more
- BlackRock (San Francisco, CA)
- …world-class provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors. BlackRock offers ... public pension plans, corporate retirement plans, central banks, sovereign wealth funds, and other institutional investors. **Role and Responsibilities:**… more
- BlackRock (New York, NY)
- …role** BlackRock is one of the world's leading providers of investment, advisory , and risk management solutions, including Aladdin, our investment and risk ... At BlackRock, the Aladdin team comprises the Aladdin Client Business, Aladdin Wealth Tech, Aladdin Product, Aladdin Data, and Aladdin Engineering. Business Overview:… more
- World Insurance Associates, LLC. (Los Angeles, CA)
- …insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position ... source acquisition targets by identifying independent retail, specialty, and retirement/ wealth related businesses, consistently building relationships with business owners,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Strategic planning, execution, and market expansion within investment management and wealth advisory sectors. + Leading distribution initiatives, including ... + 15+ years of leadership experience in investment management, asset management, or wealth advisory services, with a focus on distribution strategy. + Proven… more
- UMB Bank (Leawood, KS)
- Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. From both a ... collaborate with the firm's Portfolio Construction Desk (PCD) to open investment advisory accounts for high-net-worth clients and manage their investment strategy on… more
- Bank of America (Tulsa, OK)
- …compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory ... compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and… more
- Boston University (Boston, MA)
- …BU's next comprehensive campaign. In partnership with Dean Susan Fournier and Associate Vice President for School Development Lara Brown de Fuenmayor, the Assistant ... guidance to five staff members and support the Dean's Advisory Board in partnership with Dean Fournier. The development...University Questrom School of Business in 2005 as an Associate Professor of Marketing and Dean's Research Fellow. In… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and retaining client relationships, delivering comprehensive financial advice, and coaching Associate Wealth Architects. This role collaborates with senior ... Description A dynamic and values-driven financial advisory firm is seeking an experienced Lead Planner...modeling and investment policy execution. + Supervise and mentor Associate Wealth Architects, supporting their professional development.… more
- Bank of America (New York, NY)
- …an impact. Join us! **Job Description:** The Alternative Investment Sales Desk associate will provide support to Alternative Investment Specialists as well as ... + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability...toward CFA/CAIA **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management… more