- Neuberger Berman (New York, NY)
- The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the ... responsibilities. Strong knowledge of SMA structures, tax-managed strategies, and investment products (equity, fixed income, derivatives, ETFs, mutual funds).… more
- GE Vernova (New York, NY)
- …FS' global regulated business activities, products and services Registered Investment Adviser Obligations: Assess compliance obligations and execute controls aligned ... 7 and Series 24. Experience advising senior management, crafting creative solutions and evaluating multiple business objectives against compliance principles and… more
- GE Vernova (Melbourne, FL)
- …and static site generation (SSG) approaches. Familiarity with state management solutions like Redux, Recoil, or Zustand. Experience in platform-level UI component ... Publishes guidance and documentation to promote adoption of design. Proposes design solutions based on research and synthesis; creates general design principles that… more
- Robert Half (San Francisco, CA)
- …phone/email to resolve service questions Work directly with custodians (Schwab, Fidelity , Pershing) to manage paperwork and requests Support account openings, ... service workflows Requirements 3+ years in wealth management, brokerage, or investment advisory Strong communication skills and a polished, client-first approach… more
- Oracle (Sacramento, CA)
- …for preparing and presenting periodic presentations in the form of investment write-ups and presentations prepared in collaboration with all key stakeholders ... for assigned metros. Updating systems of record to ensure accurate data fidelity and executive reporting. Conducting market research on targeted metros and regions,… more
- CBRE (Richmond, VA)
- …and sectors to identify opportunities to streamline, consolidate, and propose solutions to improve segregated processes while appreciating the regulatory and ... in an organized fashion. High integrity to ensure complete fidelity to accuracy and proper handling of sensitive or...of a global leader in commercial real estate and investment services that help businesses and people thrive. We… more
- Robert Half (San Francisco, CA)
- …a related role. Prior experience in wealth management, brokerage, or investment advisory (must-have). Strong understanding of financial operations, including ACAT, ... communication and organizational skills. Familiarity with custodians such as Schwab, Fidelity , and Pershing; experience with Orion software is a plus. Bachelor's… more
- Oracle (Washington, DC)
- …is created, managed, and delivered-offering a variety of services and AI enabled solutions . We're seeking a passionate and inventive Principal Data Scientist to join ... and train models that meet the highest quality standards for visual fidelity . Propose hypothesis, design, and conduct experimentation to validate them for business… more
- Aegon Asset Management (Denver, CO)
- …millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions , and 3) Financial Assets, which includes legacy… more
- Medical Mutual of Ohio (Brooklyn, OH)
- …standards, creating various UX deliverables like flow diagrams, wireframes, and high- fidelity mockups for both responsive websites and native mobile applications. ... **User Experience Designer II** + Validates design decisions early using low- fidelity deliverables like wireframes, flow maps, and information architecture diagrams… more
- Neuberger Berman (New York, NY)
- The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the ... responsibilities. + Strong knowledge of SMA structures, tax-managed strategies, and investment products (equity, fixed income, derivatives, ETFs, mutual funds). +… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …diligence on investment options, including mutual funds, ETFs, and alternative investments . + Prepare meeting materials for advisors and clients. + Assist with ... planning needs. This role involves managing account administration, preparing investment proposals, performance reviews, and delivering comprehensive financial planning… more
- CIBC (San Francisco, CA)
- …prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly ... degree and/or 3-10 years' experience in trust and account administration and/or investments + Experience in personal tax, financial planning or investment … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Schedule: Hybrid (3 days in-office), WFH 2 days once trained This boutique investment advisory firm serves approximately 700 client families and institutions with an ... ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients. This position is… more
- World Insurance Associates, LLC. (Worcester, MA)
- …the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement ... and related retirement solutions , and payroll and human resources outsourcing solutions . World's investments in a broad range of solutions means you can… more
- World Insurance Associates, LLC. (West Warwick, RI)
- …the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement ... plan services, and payroll & HR solutions . Insurance Sales Producer - Personal Lines Private Client...World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment … more
- World Insurance Associates, LLC. (Chicago, IL)
- …the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement ... to help any prospective client with any of our risk management solutions . In fact, World's investments in risk management solutions and our emphasis on… more
- JPMorgan Chase (Boston, MA)
- …to supporting and driving financial advisors to adopt 55ip's Platform and investment solutions . **Job responsibilities:** + Develop strong relationships with ... and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all… more
- JPMorgan Chase (Chicago, IL)
- …and research practices to lead strategically important initiatives and develop innovative solutions that align with business requirements and user needs. As a ... design into the product development processes and ensure seamless and customer-centric solutions + Analyze market trends and learn from data insights to inform… more
- GE Vernova (Melbourne, FL)
- …and static site generation (SSG) approaches. + Familiarity with state management solutions like Redux, Recoil, or Zustand. + Experience in platform-level UI ... Publishes guidance and documentation to promote adoption of design. Proposes design solutions based on research and synthesis; creates general design principles that… more
