- City National Bank (Newark, DE)
- * INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS MANAGER* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, this role will be part of ... business with a strong focus on integrated and streamlined investment management governance programs. What you will...years in a role requiring complex problem solving * Investment product knowledge preferred * Strong interpersonal… more
- City National Bank (Newark, DE)
- * INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the ... business with a strong focus on integrated and streamlined investment management governance programs. What you will...years in a role requiring complex problem solving * Investment product knowledge preferred * Strong interpersonal… more
- Microsoft Corporation (San Francisco, CA)
- …strategic consulting, investment banking, venture capital, building technology, product management , and/or enterprise entrepreneurial ventures experience + ... strategic consulting, investment banking, venture capital, building technology, product management , and/or enterprise entrepreneurial ventures experience +… more
- Citigroup (Washington, DC)
- …region. + Manages a large team of investment professionals including Investment Counselors and Product Specialists. Works effectively across the region, in ... management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and deliver… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... functions; and * Connecting and collaborating with key support areas (Trading, Product Management , Legal and Compliance, IT, Global Relationship Group) and… more
- Citigroup (Beverly Hills, CA)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private ... Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:**… more
- Citigroup (Miami, FL)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The ... wide variety of service and support to Banking Teams, Investment Counselors and Product Specialists across Citi...and offerings + Strong organizational skills, multi-tasking and time management very important + Manage high call volume, screen… more
- CIBC (Boston, MA)
- …competitive advantages and risks; + operational due diligence, for example, meeting with investment management and risk management teams and/or attending ... **Weekly Hours** 40 **Skills** Accountability, Business, Communication, Due Diligence, Investment Management , Investments, Investment Strategies, Manager… more
- Citigroup (New York, NY)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The ... wide variety of service and support to Banking Teams, Investment Counselors and Product Specialists across Citi...more coverage + Strong organizational skills, multi-tasking and time management very important + Manage high call volume, screen… more
- City National Bank (Los Angeles, CA)
- …experience in direct investment sales required. * Minimum 3 years of investment , securities and/or portfolio management experience required * Minimum 3 years ... as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange… more
- Atria Wealth Solutions (Pensacola, FL)
- Investment Advisor Pensacola, FL, United States and 3 more *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN THIS ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- CIBC (New York, NY)
- …Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are ... **About Our Group** The Energy, Infrastructure, & Transition ("EIT") team provides investment banking services to existing and prospective clients in the renewable… more
- Navy Federal Credit Union (Pensacola, FL)
- …and growth of NFIS productsand services. Recommend appropriate mixture(s) of insurance/ investment productsand services to achieve the financial client'sgoals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- Publicis Groupe (New York, NY)
- …Samsung, Visa and more. **Overview** The Associate Media Director, National Video Investment oversees the team's media buying/ investment initiatives and will ... monitoring of integrated media plans to secure the best investment options in a variety of channels to maximize...client deliverables for quality, ensuring that recommendations and work product are sound and viable + Own the development… more
- Publicis Groupe (New York, NY)
- …clients, and to do it all with #phmlove. **Overview** As the VP, Video Investment you will manage all investments across the full Video eco-system (Linear TV, FEP, ... You will report to the SVP, Head of Video Investment . This is a hybrid role, requiring three days...client deliverables for quality, ensuring that recommendations and work product are sound and viable + You will help… more
- Publicis Groupe (Chicago, IL)
- …of open items clearing + Cultivate a team-focused mentality across the larger Investment Operations team + Responsible for the management , development, and ... Company, McDonald's, Novartis, Samsung, Visa and more. **Overview** The Digital Investment Supervisor is responsible for supporting day-to-day investment … more
- Navy Federal Credit Union (Pensacola, FL)
- Overview To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To ... research, respond to inquiries, create cross servicing opportunities, and increase product penetration + Identify account irregularities, potential fraud and abuse,… more
- Google (San Bruno, CA)
- …the creator policy experience. You will collaborate cross-functionally with YouTube Product Management , Engineering, User Experience and Research, Policy, Public ... equivalent practical experience. + 4 years of experience in management consulting, sales operations, business strategy, investment ...and synthesize user feedback, and track performance. Within the Trust and Safety team on YouTube Product … more
- Citigroup (DE)
- …technical proficiency in legal, investment and tax issues relative to trust and/or estate management and administration. Proven strong communication and ... and estate planning objectives and introduces clients to a broad range of investment management opportunities. + An individual in this role will be expected… more
- Bank OZK (Fort Lauderdale, FL)
- …+ Knowledge of a broad range of personal financial planning/advisory and investment management /asset allocation concepts. + Knowledge of retail credit and ... legal or nonprofit industry, required. + 5+years of work experience in self-sourcing investment management assets in a banking, broker-dealer or registered … more