- Fidelity Investments (Boston, MA)
- …collaborating with multiple Business Units, Risk, and Compliance groups.The Senior Risk Manager RoleWe have set standards for performing risk assessments & controls ... key risks, reporting key performance indicators, and driving innovation. The Senior Risk Manager will also play a key role in leading team initiatives!The Expertise… more
- Fidelity Investments (Jersey City, NJ)
- Job Description:Senior Manager - Global Financial Controls Center of ExcellenceThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide ... services for select strategic initiatives and modernization efforts.The Senior Manager role will deliver significant value to the business...provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment … more
- Fidelity Investments (Covington, KY)
- …protection, and model risk. Products include securities, fixed income, options, alternative investment funds, and digital assets. The Director is a key advisory ... provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment ...welcome those with experience in jobs such as Retail Sales Representative, Accounts Receivable Clerk, and Field Client Relationship… more
- Fidelity Investments (Greenwood Village, CO)
- …key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus ... consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.You are learning. We provide all the training you need to… more
- Fidelity Investments (Orland Park, IL)
- … We welcome those with experience in jobs such as Staff Accountant, Retail Sales Representative, and Accounting Manager and others in the Accounting and Finance ... Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in… more
- Fidelity Investments (Boston, MA)
- …We welcome those with experience in jobs such as Field Client Relationship Manager , Controller, and Retail Sales Representative and others in the Accounting ... internal fund accounting and administration team, Fidelity Fund and Investment Operations (FFIO).This role requires collaboration across Fidelity, partnering with… more
- Fidelity Investments (Jersey City, NJ)
- …We welcome those with experience in jobs such as Retail Sales Representative, Field Client Relationship Manager , and Billing, Cost, ... provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing… more
- Fidelity Investments (San Jose, CA)
- … We welcome those with experience in jobs such as Field Client Relationship Manager , Retail Sales Representative, and Senior Accountant and others in the ... have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive… more
- PNC (New Braunfels, TX)
- … investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... of business to better understand their goals and objectives and recommend investment solutions tailored to their individual situation and needs. Additionally, they… more
- Atria Wealth Solutions (Lunenburg, MA)
- … investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... unions in Massachusetts with big plans for the future! Function: Sell investment and insurance products, available through our Broker Dealer, to individuals and… more
- PNC (Medina, OH)
- … investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based...for Job Profiles Job Families for Job Profiles Licensed Sales Worker Sub-Type Worker Sub-Type Regular Worker Type Worker… more
- Scotiabank (New York, NY)
- Manager , Investment Management Compliance **Requisition ID:** 214677 **Salary Range:** 90,000.00 - 167,200.00 _Please note that the Salary Range shown is a ... Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America,… more
- Citigroup (New York, NY)
- **Job Description** The Investment Advisory Discretionary Solutions Manager will be part of the Citi Wealth Investment Advisory Programs team within ... Investment Solutions. The Investment Advisory Programs team are responsible for proactively enhancing...**Licenses:** Series 7 Series 66 **Job Family Group:** Institutional Sales **Job Family:** Investor Sales **Time Type:**… more
- Regions Bank (Tyler, TX)
- …and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service ... section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts.… more
- Atria Wealth Solutions (Dublin, CA)
- …with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco Credit ... and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member… more
- Athene (New York, NY)
- …set the bar even higher. We're ready to help you achieve more. Purpose: The Tax Investment Sr Manager will manage investments at Athene from a tax perspective to ... to the organizations' income tax accounting and compliance functions. The Sr Manager will perform investment accounting tasks including reconciliations, asset… more
- IHG (Atlanta, GA)
- …executives on structuring deals to maximize IHG returns and comply with IHG investment policy. Manages financial modeling, valuation, and investment analysis of ... single-asset owned, managed, or franchised properties to portfolio opportunities where IHG's capital investment for these projects could be in the range of $50M to… more
- Hormel Foods (Austin, MN)
- **FINANCE MANAGER - CAPITAL EXPENDITURES & INVESTMENT ANALYSIS - CORPORATE OFFICE (AUSTIN, MN)** **HORMEL FOODS CORPORATION** To save time applying, Hormel Foods ... information, visit www.hormelfoods.com and http://csr.hormelfoods.com/ . **RESPONSIBILITIES:** The Finance Manager - Capital Expenditures & Investment Analysis… more
- Bell Partners (San Francisco, CA)
- …embraces their unique role and seizes the opportunity to make an impact. The Investment Manager position will be an integral member of the Investment ... external constituencies, including Operations, Accounting, Construction, Marketing, Portfolio Management, investment sales brokers, and lenders + Prepare… more
- BMO Financial Group (Barrington, IL)
- …Great Communication, Relationship Management, and Sales Skills 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 within the branch… more
