- Truist (Atlanta, GA)
- …options, insurance, and estate planning 4. Track record of helping to drive new wealth management related revenue. 5. Team-player, as well as have an ability ... planning in the High and Ultra-High Net Worth segments, including income tax, investments , debt management , retirement planning, employee benefits, stock… more
- Neuberger Berman (New York, NY)
- …Neuberger Berman:** Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual ... investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to… more
- S&P Global (New York, NY)
- …topical market trends (both DeFi and TradFi) and a desire to translate investment objectives into systematic and actionable index strategies. The role will encompass ... the performance of index concepts to assess fulfilment of investment objectives + Utilize programming skills in a proficient...to develop and enhance upon the foundations of fund management . The ideal candidate must be highly numerate, computer… more
- Kelly Services (Hagerstown, MD)
- …client, a major American financial services organization offering personalized financial advice and wealth management services, on a direct hire basis. This an ... Specifically, the Financial Advisor will: + Practice a consultative, goal?based wealth management approach to understand clients' financial objectives, risk… more
- WTW (Chicago, IL)
- …degree of understanding of investment principles across multiple asset classes and investment management approaches, with a focus on credit / fixed income ... looking to add a senior credit investor to the investment engine at WTW. Key responsibilities of the role...diligence for the broad asset classes - IG credit, alternative credit, liquid diversifiers / hedge funds and private… more
- Manulife (Boston, MA)
- …with a deep understanding of 206(4)-7 and 38a-1. Familiarity with alternative investments : private equity, private credit, infrastructures, timber and ... testing and assurance function for part of our Global Wealth and Asset Management (GWAM) segment. The...relation to SEC regulations 206(4)-7 and 38a-1 for Registered Investment Advisers (RIAs) and Registered Investment Companies… more
- Charles Schwab (Southlake, TX)
- …part of the Schwab Technology Services (STS) organization supporting Schwab's Research, Investment management , and Trading platforms to provide products, advice ... to work on site in the specified location(s). Schwab Wealth & Asset Management Engineering (WAME) Technology...and services to institutional and retail clients manage investments . This team is essentially the front-office for Schwab… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …or a related discipline from an accredited institution. + High interest in investment advisory and wealth management services. + Exceptional written ... this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm's clients. This position… more
- Vanguard (Malvern, PA)
- …understanding of operational nuances across transfer agencies, ETF brokerage and alternative investment platforms. + Ability to address ambiguous problems, ... execution. You've led client-facing, operational and/or sales enablement teams in asset management , wealth , or financial advisor services environments and know… more