- BlackRock (Sausalito, CA)
- …this Role** We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will ... active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About… more
- DriveTime (Dallas, TX)
- …not eligible for hire at this time._** In long, our Business Process Specialist (Process Engineer) is responsible for: + Responsible to design, manage, analyze, ... exceed requirements. + You will lead the design and management of Operational KPIs and provide monthly summary, trends...impacts 'Agent Operator' components of process or impacts critical client requirements baked into the process, you will play… more
- S&P Global (New York, NY)
- …to work under pressure with tight deadlines + Collaborate with the Account Management team to build and maintain C-level client relationships across existing ... (for internal use):** 13 **About the Role: Senior Sales Specialist - Pricing, Valuations and Reference Data** **The Team:** This...Establish clear retention and growth goals to expand our client base with systematic progress review + Identifies and… more
- JPMorgan Chase (New York, NY)
- …approach, closing the sale and asking for referrals + Demonstrates understanding of wealth management including investment management , trusts and financial ... in structuring the transaction, supporting underwriters with analysis, advising the client , negotiating with clients and running the end-to-end process from the… more
- First Horizon Bank (Memphis, TN)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... opportunity at a time. The Lending Services Ops Sr Specialist in our LenderLink group plays a key role...and procedures. + Compile and present analytical reports to management , highlighting patterns, risks and performance metrics. **Knowledge:** +… more
- Wells Fargo (Allentown, PA)
- …role:** Wells Fargo is seeking a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management . Learn more ... and consult with Financial Advisors, Divisional and more experienced Management , Market Leaders, Growth Leaders, Branch Managers, Supervision Managers, and… more
- Wells Fargo (St. Louis, MO)
- …Financial Network (FiNet) within the Branch Infrastructure and Operations group as part of Wealth & Investment Management . Learn more about the career areas and ... policies and procedures + Collaborate and consult with Financial Advisors, Client Associates, Branch Managers, Operation Managers, Supervision Managers, and varying… more
- TD Bank (Hartford, CT)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Trade Operations Support Specialist is responsible for ... them for execution or escalating issues as appropriate to ensure risk management and compliance + Provides proactive support to advisors on trading operations,… more
- Robert Half The Creative Group (Nashville, TN)
- …presence across dynamic, high-growth businesses in the legal, talent, and private wealth sectors. Role Overview: As a Communications Specialist , you'll work ... Description Our client is looking for a talented, creative, and...+ Strong interviewing and storytelling abilities. + Proven project management and organizational skills. + Strategic mindset with a… more
- JPMorgan Chase (Miami, FL)
- …+ Completion of formal credit training program + Demonstrated understanding of wealth management including, but not limited to: investment management ... your career to the next level. As a Lending Specialist in the US Private Bank, you will manage...uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings + Originate credit… more