• Manager , Investment Services

    Atria Wealth Solutions (Dublin, CA)
    …degree in in finance, business or related field required. + 5+ years related investment industry experience and/or training. + 3+ years of prior management ... L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin,...broker-dealer. + Serve as a liaison between Patelco Financial Solutions and other departments. + Ensure that the program… more
    Atria Wealth Solutions (05/15/25)
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  • Investment Strategy Analyst,…

    Wellington (Boston, MA)
    …capabilities that span nearly all segments of the global capital markets. Our investment solutions , tailored to the unique return and risk objectives of ... clients. **About the Role** The Wellington Solutions team is a comprehensive investment solutions platform that partners closely with clients to solve … more
    Wellington (07/17/25)
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  • Investment Manager /Portfolio…

    PNC (Pittsburgh, PA)
    …and have an opportunity to contribute to the company's success. As an Investment Manager /Portfolio Research Specialist - Defined Contribution Plans within PNC's ... their investment process. Authors final reports that are presented to Investment Advisor Research. Updates manager profiles and is responsible for quarterly… more
    PNC (08/01/25)
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  • Portfolio Manager Lead, Quantitative…

    Wellington (Boston, MA)
    …capabilities that span nearly all segments of the global capital markets. Our investment solutions , tailored to the unique return and risk objectives of ... our clients. **About the Role** **THE ROLE** The Portfolio Manager -Lead within the Quantitative Investment Group will...website to see our assets under management. Our innovative investment solutions are built on the strength… more
    Wellington (07/24/25)
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  • Casey Quirk Investment & Wealth Management…

    Deloitte (Minneapolis, MN)
    …we are always looking for talented professionals with an interest in the global investment industry and a passion for providing strategic advice to senior ... Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical… more
    Deloitte (08/01/25)
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  • Senior Relationship Manager , Advisory…

    Equitable (Charlotte, NC)
    …engagements This role plays an influential part in the growth of Advisory and Investment Solutions , responsible for enabling investment and advisory sales ... Senior Relationship Manager , Advisory and Investment Consulting (...brokerage experience + Financial planning experience **Preferred Qualifications:** + Industry designations (including CFP(R) and ChFC(R)) or progress toward… more
    Equitable (05/23/25)
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  • Private Markets Investment Solutions

    Neuberger Berman (New York, NY)
    …specialty strategies, managing over $140 billion of client commitments since inception. The Investment Solutions team serves as the innovation engine of the NB ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
    Neuberger Berman (05/23/25)
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  • Product Manager - Risk & Investment

    Bloomberg (New York, NY)
    Product Manager - Risk & Investment Analytics - Market Surveillance Data Location New York Business Area Product Ref # 10045195 **Description & Requirements** ... enterprise data provider of choice for the financial services industry . Our offering includes market leading data, analytics and...and high touch client service model. **Bloomberg Risk & Investment Data Analytics (RIA)** The Risk & Investment more
    Bloomberg (08/08/25)
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  • Senior Investment Portfolio Manager

    BMO Financial Group (Barrington, IL)
    Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of ... investment management and administration to ensure compliance. Works collaboratively...on relevant regulations and policies. + May network with industry contacts to gain competitive insights and best practices.… more
    BMO Financial Group (06/25/25)
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  • Latin America Investment Banking Coverage…

    JPMorgan Chase (New York, NY)
    …decision-making and propel our franchise to new heights. As a Latin America Investment Banking Coverage Business Manager - Executive Director within our team, ... + Advise the Investment Banking Head and the country, product, and/or industry heads in all aspects of the business: strategy, controls, people, and performance.… more
    JPMorgan Chase (07/05/25)
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