- Principal Financial Group (New York, NY)
- …customized portfolio strategies with a focus on regulatory capital efficiency, asset - liability management (ALM), accounting standards, and optimized ... IFRS 17, and Bermuda Monetary Authority (BMA). + Strong command of capital adequacy, asset - liability management , and solvency metrics (using Solvency II). +… more
- City National Bank (West Hollywood, CA)
- …Interact with clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary...that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client asset… more
- City National Bank (Los Angeles, CA)
- …portfolio across middle market, commercial banking, and mid corporate clients as well as asset management and/or entertainment firms. * Act as a senior ... * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE...law shall be subject to criminal penalties and civil liability . *Represents basic qualifications for the position. To be… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …with client accounts that may involve or expose the business to potential liability . * Assists management to implement adequate controls and quality assurance ... company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists...processes to address potential liability . * Keeps abreast and maintains working knowledge of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with client accounts that may involve or expose the business to potential liability . * Assists management to implement adequate controls and quality assurance ... company by combining the traditional roles of the Financial Advisor and Service Associate. The ideal candidate will have...processes to address potential liability . * Keeps abreast and maintains working knowledge of… more
- First Horizon Bank (Atlanta, GA)
- …Demonstrable subject matter expertise in one or more of the following areas: Asset and Liability Management (ALM), Capital Planning, Stress Testing ... audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the...with a deep understanding of banking and financial risk management ; + provide critical assurance and advisory services on… more
- Raymond James Financial, Inc. (Denver, CO)
- …in investment and financial planning, in addition to capital markets and asset management . The Supervision department partners closely with the business ... violations to ensure adherence to securities industry regulations and limit firm liability . Works independently on difficult assignments that are broad in nature… more
- Medtronic (Los Angeles, CA)
- …more connected, compassionate world. **A Day in the Life** Medtronic's Risk Management function is committed to protecting Medtronic plc from significant losses that ... and execution of Medtronic Diabetes' global insurance and enterprise risk management (ERM) programs. Reporting directly to the Chief Financial Officer, this… more
- Truist (Nashville, TN)
- …sheet and cash flow analysis, to include long term planning for retirement income. Asset / liability management and review is key to overall client planning. ... concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership...Work closely with the Financial Advisors and PCG Portfolio Management Officer to help the team devise the appropriate… more
- BlackRock (San Francisco, CA)
- **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management , risk ... USWAs mandate is to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is...required. + A minimum of 3+ years investment or asset management experience. + Sales experience within… more
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