- Wellington Management (Boston, MA)
- …and will lead business, investor relations and marketing strategy, and act as investment representative for the firm's private credit business in in the ... primary responsibilities will include the following: * Acting as an effective investment representative of the private investment teams and portfolios with… more
- Northern Trust (Chicago, IL)
- …coordination, collaboration, and communication within the distribution team and with the investment teams. An articulated sales process that has resulted in a ... with the domestic and global distribution teams, as well as with the investment and other internal teams such as legal, compliance, and operations. She/he will… more
- Horace Mann Educators (Panama City, FL)
- …to a vast range of retirement and wealth management solutions/platforms as an Investment Advisor Representative with HMII, a Horace Mann Company. This provides ... multiple avenues for high earning potential and career growth. Your primary responsibility will be to retain and grow Horace Mann's Life, Retirement, and Wealth Management business by leading marketing events at various worksites. To excel in this role, you'll… more
- JP Morgan Chase & Co. (Columbus, OH)
- …with and providing business support to team leadership, serving as a representative in various forums in a decision-making capacity, tracking and reporting. You ... financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud… more
- JP Morgan Chase & Co. (Columbus, OH)
- …of emerging digital issues across CCB Legal Participate as the team representative in certain committees, programs and forums, and ensure other team members ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- JP Morgan Chase & Co. (Columbus, OH)
- …President in the Debit Product space, you will act as the lead finance representative for the Debit Product organization in Consumer Bank and primary support for the ... financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud… more
- BOK Financial Corporation (Dallas, TX)
- …and performance, and capital and marketing economic trends. You'll serve as an investment representative on various committees and special project groups. You'll ... management and consulting services for key institutional clients and sophisticated investment accounts. Responsibilities of this position include, but are not… more
- The Capital Group Companies, Inc (Los Angeles, CA)
- … Directors, you'll be a business driver for our equity products, and a representative of the investment group, engaging with external clients as a proxy ... "I can succeed as an Equity Investment Director at Capital Group."As one of our...the media.You'll partner with our sales teams in delivering investment expertise and equity capital markets perspective to clients… more
- T Rowe Price Group, Inc (Gambrills, MD)
- … Liaison works to support portfolio management operations and is generally a representative of the investment strategy to internal groups and a conduit ... 71498 Position Title: External Description: About this Role:The Multi-Asset Investment Liaison acts to support the investment ...Multi-Asset Investment Liaison acts to support the investment strategy as a primary point of contact between… more
- OneDigital (Gaithersburg, MD)
- …individualsEducation, Training and Experience:Bachelor's Degree requiredLicensed as an IAR ( investment advisor representative ), Series 65 or 66Professional ... give us a shot. Your best life awaits.Our Newest Opportunity: The Investment Advisor drives business results by developing and maintaining client relationships,… more
- Stifel Financial Corp (Grand Rapids, MI)
- …quarterly/annual client performance reviews in conjunction with the Investment Representative .Coordinate enrollment campaigns/meetings for high net ... key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to...able to avail themselves of the full range of investment solutions available to them through Stifel.Essential Duties &… more
- Stifel Financial Corp (Washington, DC)
- …quarterly/annual client performance reviews in conjunction with the Investment Representative .Coordinate enrollment campaigns/meetings for high net ... key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to...able to avail themselves of the full range of investment solutions available to them through Stifel.Essential Duties &… more
- National Life Group (Montpelier, VT)
- …securities registrations, including Municipal Securities Series 51 or 53, and Investment Adviser Representative registration are beneficial. State insurance ... necessary.Essential Duties and ResponsibilitiesSupport the Firm's Broker-Dealer and Registered Investment Adviser activities.Manage and oversee the examination process for… more
- Charles Schwab (Austin, TX)
- …degree or equivalent experienceProfessional licensing and/or compliance certifications (eg FINRA Series 7, 66, Investment Adviser Representative , CRCP and CAMS) ... a general understanding of broker-dealer, financial holding company, bank, and investment advisory businesses, as well as testing standards/methodologies;5 years of… more
- T Rowe Price Group, Inc (Southern Md Facility, MD)
- …(PA) serves as a subject matter resource for their assigned T. Rowe Price investment strategies and a representative of those investment portfolios across ... the firm. The PA is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform… more
- union savings bank (Freeport, IL)
- SUMMARY: The Trust Portfolio Advisor is primary business development representative for investment options for the Trust Department. The Trust Portfolio Advisor ... collaborates with Trust Officers to analyze, develop and implement investment strategies for personal trust and investment management accounts. The Trust… more
- Nippon Life Global Investors Americas, Inc. (New York, NY)
- Corporate Title: Vice President Functional Title: Real Estate Fund Investment Director Department: Alternatives, Real Asset Investments Reports To: Head of Real ... position is based in New York. NLGIA is an investment management subsidiary of Nippon Life Insurance Company in...meet with members across each manager's platform and tour representative assets for the proposed opportunity, as required. Prepare… more
- Wellington Management (Dorchester Center, MA)
- …to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment Integrity and Risk ... About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Office of the New York City Comptroller (New York, NY)
- …Innovative.The Bureau of Asset Management (BAM) is responsible for oversight of the investment portfolios of the five New York City pension systems. Through a ... the goal of the Bureau of Asset Management is to achieve exceptional investment outcomes for all stakeholders; to deliver outstanding support to plan Trustees; and… more
- Sdcera (Oregon, IL)
- RETIREMENT DEPUTY CHIEF INVESTMENT OFFICER Class Title RETIREMENT DEPUTY CHIEF INVESTMENT OFFICER CLASSIFICATION PURPOSE AND DISTINGUISHING CHARACTERISTICS To ... review, plan, and manage the investment activities of the San Diego County Employees Retirement...Essential Physical Characteristics The physical characteristics described here are representative of those that must be met by an… more
