- Raymond James Financial, Inc. (New York, NY)
- …company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned ... a wide variety of existing procedures and precedents. Resolve queries from internal or external customers or suppliers by providing information on complex processes… more
- Wells Fargo (Austin, TX)
- …Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells Fargo | Jobs and ... income tax strategies and other complex wealth transfer strategies. + Estate Advisory Specialist responsibilities include: ensuring the death settlement process… more
- JPMorgan Chase (New York, NY)
- …assets for institutions and team member investors worldwide. In this client-facing Investment Specialist (IS) role, you will represent our strategies across ... service. **Key Responsibilities:** + Act as a key representative for multiple investment teams and strategies to internal partners, prospects, and existing… more
- JPMorgan Chase (Columbus, OH)
- …+ **Knowledge and Oversight:** + Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), ... monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1… more
- SMBC (Jersey City, NJ)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... employees. **Role Description** Within the Compliance Operations Department, the KYC Advisory & Controls Associate is responsible for promoting oversight and control… more
- UMB Bank (Leawood, KS)
- …Construction Desk collaborate with the firm's Portfolio Construction Desk (PCD) to open investment advisory accounts for high-net-worth clients and manage their ... Management Division you will leverage your expertise to oversee the management of investment advisory accounts on a discretionary basis. + Other duties as… more
- CBRE (Los Angeles, CA)
- …a matrix structure. + Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm. + Prior ... Client Care Director, CBRE Investment Management Job ID 230030 Posted 23-Jul-2025 Service...client on-boarding, partnering with teams across the organization for internal /external requests, in addition to special projects with the… more
- Charles Schwab (Bellevue, WA)
- …provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through ... financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist … more
- TD Bank (New York, NY)
- …for this role. **Job Description:** **Position:** Financial Crime Risk Oversight Specialist **Reports to:** Director, Financial Crime Risk Oversight, TD Securities, ... new products and mandates. The Financial Crime Risk Oversight Specialist is responsible for supporting the firm's FCRM program...behaviors aligned with TD policies and practices. + Provide advisory and oversight support to the TDS US business.… more
- Cushman & Wakefield (Bellevue, WA)
- **Job Title** Brokerage Specialist **Job Description Summary** Join a dynamic, high-performing Capital Markets/Agency/Tenant Rep leasing team focused on buyer ... representation, investment sales, agency leasing and multi-family/office/flex development site dispositions...the Puget Sound region. The team specializes in strategic advisory for family offices, private investors, and developers navigating… more
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