- HUB International (Dallas, TX)
- …array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over ... We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering...vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to… more
- Microsoft Corporation (New York, NY)
- …Markets Industry [e.g., financial markets Infrastructures, data and analytics providers, Payments, Wealth management , digital assets, Private Equity (PE) ... and partner sales team** envisions new possibilities for our clients, positioning solutions that result in targeted business outcomes, driving revenue growth for… more
- Citigroup (New York, NY)
- …source opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete ... **Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… more
- JPMorgan Chase (New York, NY)
- …institutional investors, such as endowments, foundations, pension funds, insurance companies, sovereign wealth funds and various private wealth channels + ... covering thousands of large institutional investors around the globe (Sovereign Wealth Funds, Endowments, Foundations, Family Offices, Pensions, etc.). By delivering… more
- S&P Global (Boston, MA)
- … management , investment management , loans platforms, regulatory and compliance solutions , and private markets solutions . EDM business within Software ... drive consistency. + Incorporate all relevant products within Enterprise Solutions into data management strategy for the...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Wellington (Needham, AL)
- …Legal Associate to work with our Legal teams primarily supporting Wellington Management 's US Wealth business. Key responsibilities will include: + Support ... clients in over 60 countries, visit our website to see our assets under management . Our innovative investment solutions are built on the strength of proprietary,… more
- US Bank (Hayward, CA)
- …Banking Credit Card teams, in addition to Wealth and Private Wealth teams to deliver holistic solutions to our business clients. **Basic Qualifications** ... have access to an expansive set of products and solutions to better serve our business clients today and...market - Able to demonstrate principals of credit risk management - Have "soft skills" to partner and collaborate… more
- HUB International (Chicago, IL)
- …degree required + 5+ years of relevant experience, ideally in finance or private wealth /retirement management + Strong proficiency in Microsoft Excel ... communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering...management , life and health, employee benefits, investment and wealth management products and services. With over… more
- DXC Technology (Farmington Hills, MI)
- …Life and Traditional Life products, along with a **strong background in Vantage/wmA ( Wealth Management Accelerator)** . You will be responsible for conducting ... Life and Traditional Life** products. + **Extensive hands-on experience with Vantage/wmA ( Wealth Management Accelerator) is mandatory.** + **Proven track record… more
- BMO Financial Group (San Ramon, CA)
- …Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate customers across the US The Portfolio ... / re-documented in a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support… more
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