- 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 ... and industry best practices through ongoing education, attending conferences, and reading specialist media. Analyze specific problems and issues to find the best… more
- Raymond James Financial, Inc. (New York, NY)
- …responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by ... managing an investment department or unit. Take responsibility for developing and...practices through continuing professional development, attending conferences, and reading specialist media. Skills: Uses expertise to act as organizational… more
- Aston Carter (West Des Moines, IA)
- …Title: Advisory Operations SpecialistJob Description We are seeking an Advisory Operations Specialist to provide critical administrative support. This role ... involves reviewing advisory paperwork using Excel software, processing daily tasks related...+ Ensure data input accuracy through coding on the investment side. + Support new product or program roll-outs.… 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
- Bank of America (Towson, MD)
- Investment Manager Specialist Towson, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Towson/ Investment -Manager- Specialist \_25031132-2) **Job Description:** Merrill Wealth Management is… 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 ... interpersonal skills, including prior sales experience. + Proficient in investment performance, performance composites, attribution, and advisory /model delivery… more
- JPMorgan Chase (Plano, TX)
- …~5,000 advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be ... qualifications, capabilities, and skills** + Highly detailed understanding of investment product offerings ( advisory , annuities, insurance, and brokerage… 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
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