- Fletcher Technical Community College (Schriever, LA)
- …and stewardship activities. Implement best-practices fundraising methods including moves management , donor pipeline development, wealth screening, and CRM-driven ... Institutional Advancement is a senior level administrator who serves as the chief fundraising and external relations office for the college. This individual oversees… more
- NYL - Matthews (Charlotte, NC)
- …with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business ... (member FINRA/SIPC), a Licensed Insurance Agency, and a New York Life company. Wealth management and advisory services are offered by Financial Advisors of… more
- Unknown (Boston, MA)
- …client, a PE-backed tech-enabled services company based in Wayland, MA, is seeking a Chief Financial Officer to lead one of its portfolio companies. Reporting to the ... a competitive salary, annual bonus, and equity grant for wealth -building. The company operates in the tech services sector,...tech services sector, with an EBITDA of $10mm+. The investment thesis is to transform the business, drive scale,… more
- JPMorgan Chase (New York, NY)
- …you will join a growing and innovative Equity Portfolio Management team within Wealth Management 's Chief Investment Officer Team (Private Bank CIO ... Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The Global … more
- US Bank (New York, NY)
- …to help clients achieve their financial goals with confidence and integrity. The Asset Management Group Chief Investment Officer (CIO) is a key executive ... shaping and executing the investment strategy for US Bank Wealth Management . This role provides visionary leadership across portfolio management ,… more
- HUB International (New York, NY)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA… more
- JPMorgan Chase (New York, NY)
- … Platform will be a member of the Multi-Asset and Portfolio Solutions team within Wealth Management Investment Solutions. The primary function of this role ... Within JP Morgan Wealth Management , Wealth ...Owner Model, and support the prioritized needs of the Chief Investment Office (CIO). Responsibilities: Area Product… more
- Wells Fargo (Charlotte, NC)
- …and services and working to prioritize and execute areas of improvement throughout the company. ** Wealth Investment Management ** Wells Fargo Wealth & ... will also serve as a finance leader to the Chief Product Officer - who oversees the roughly $250MM...important bank (GSIB) + Prior finance experience supporting a Wealth Investment Management business (primarily… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …designation is preferred + Minimum of ten (10) years of progressive experience in investment management , portfolio oversight, or wealth advisory roles. + ... Overview The Chief Investment Officer (CIO) provides executive...team. This position is responsible for the administration and management of the multi-billion dollar TFA investment … more
- University of Pennsylvania (Philadelphia, PA)
- …and management for all criminal investigations. + The Deputy Chief ensures investigations are conducted in compliance with applicable laws, university policies, ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
