- Citigroup (New York, NY)
- …in advisor and client experience while optimizing costs + Unify data strategy and analytics across Investments and develop consistent dashboards utilized by ... a wide range of products and services covering capital markets, managed investments , portfolio management, trust and estate planning, investment finance and… more
- Comerica (Dallas, TX)
- …leader will be responsible for building and delivering a consistent and sustainable investment and service strategy to clients. This position will be ultimately ... responsible for the results of the Investment Strategists which includes asset growth, strategy ...Management's clients. Consistently apply all facets of the consultative investment management process to manage client accounts.… more
- Publicis Groupe (Chicago, IL)
- …connect with consumers in a measurable way. **Overview** Ignite your career as a Local Investment Client Lead, Director in the Publicis Media Exchange! As an ... will be pivotal to our success. **Responsibilities** As a Client Lead, Director you will: + Be...state of industry reports. + Develop/Monitor CPP/CPM's provided to Strategy to ensure accuracy based on Client … more
- Lincoln Financial (Radnor, PA)
- …opportunity. **Requisition #:** 75202 **The Role at a Glance** We are seeking a Director , Investment Content Strategy , to contribute to our growing value-add ... gather insights, promote content, and align with advisor and client needs. + Monitor industry experts and publications to...a related field. + 7+ years of experience in investment content creation, strategy , or related roles… more
- JPMorgan Chase (New York, NY)
- …where our global private markets investments can be effectively integrated into client allocations. + Understand client investment goals and objectives ... limited to marketing, deep client engagement, product development and sales/retention strategy . As a Managing Director , Private Market Investment … more
- CBRE (Los Angeles, CA)
- Investor Relations Director , CBRE Investment Management Job ID 230030 Posted 06-Oct-2025 Service line REI Segment Role type Full-time Areas of Interest ... please visit www.cbreim.com. **About the role** Reporting directly to the Head of Client Care, the ** Client Care Director ** willbe responsible for… more
- JPMorgan Chase (Portland, OR)
- Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service ... its distinctive attributes including climate solutions. **Job Summary** As an Executive Director level Investment Specialist supporting Campbell Global, you will… more
- Publicis Groupe (New York, NY)
- …offices in 43 countries. **Overview** As Associate Director , Cross Channel Investments , you will provide investment leadership across all paid media ... of contact for clients and internal teams for the client investment portfolio, with oversight from account...client relationship + The role reports to VP/VPGD, Investments **Planning & Optimization** + Lead tactical plan development… more
- Thrivent Financial (Auburn, WA)
- …preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Director of Investment ... update presentation materials for client meetings + Research, evaluate, and select investments for practice's investment models + Research and respond to … more
- Publicis Groupe (New York, NY)
- …over 65 offices in 43 countries. **Overview** As **VP/ Director , Cross Channel Investments ** , you will provide investment leadership across all paid media ... Serve as a central point of contact for clients and internal teams for the client investment portfolio. + Speak fluently to multiple media channels, calling on… more
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