- UNION Savings BANK (Mount Morris, IL)
- …The Trust Portfolio Advisor is primary business development representative for investment options for the Trust Department. The Trust Portfolio Advisor ... to analyze, develop and implement investment strategies for personal trust and investment management accounts. The Trust Portfolio Advisor must be able to… more
- Creative Financial Staffing (Owings Mills, MD)
- …Position is 100% in office in Owings Mills, MD, 8:30am-5pm, M-F Reports to the Investment Advisor Manager Annual salary starting at $60,000 Job Duties of the ... Strong attention to detail Very tech savvy and able to pick up new systems quickly Extroverted personality and able to start and finish tasks and meet deadlines… more
- WSFS Bank (Philadelphia, PA)
- …requirementsMust have knowledge of securities processing and clearingMust have knowledge of investment systems to support trading and performance analysis (First ... name, it's our mission and our purposeThe Bryn Mawr Capital Management Financial Advisor is responsible for working with individuals and institutions to formulate … more
- Novo Nordisk Inc. (Plainsboro, NJ)
- …works closely across the organization to guide enterprise-wide resource allocations, investment choices, drive core operations and develop insights to drive growth ... individual in this position will: Seek understanding of business processes and systems , Build relationships with stakeholders within Global IT and the broader… more
- WSFS Bank (Berwyn, PA)
- …to the Bank's clients, processes and proceduresExperience with custodian platforms and/or investment system is preferredMust have no disclosures on Form U-4WSFS ... part of our name, it's our mission and our purposeThe Financial Advisor is responsible for maintaining ongoing relationships with endowment, foundation and… more
- Truliant Federal Credit Union (Greensboro, NC)
- …empowered and rewarded for all that they do. Purpose of the JobThe Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic ... approach. The Financial Advisor helps members identify their financial goals and objectives,...reports as requested.Fully utilizes the broker-dealer CRM and processing system for all business-related activity documentation. Other Duties and… more
- Merck & Co. (Rahway, NJ)
- …our business solutions.Gain a deep understanding of the Finance business processes, systems , and data that support strategic processes and programs related to ... work experience, with at least 5+ years of experience working with financial systems . Strong Data Analysis skills with knowledge of SAP transactions and data… more
- Eisai, Inc (Nutley, NJ)
- …cost optimization. Requirements Scope Decisions for Eisai Americas infrastructure: investment planning, business outcomes, budgeting and systems related ... and by developing a clear understanding of business needs, acting as a trusted advisor , and ensuring cost-effective delivery of IT services to meet those needs.Has a… more
- Merck & Co. (Durham, NC)
- …expected to support the anticipated demand for the foreseeable future. This investment reaffirms our Company's longstanding commitment to producing this medicine for ... compliance with cGMP, regulations, and our Company's Quality Management System .Supporting areas such as Design, Commissioning, Qualification and Compliance covering… more
- Commerce Bank (Kansas City, MO)
- …on relevant experience, skills, and competencies.) About This Job As a Trust Investment Compliance Advisor , you'll provide compliance advice to key players in ... Assist leadership with projects/duties related to the compliance management system + Attend Commerce Trust committee meetings, as requested...for some roles. This compensation range is for the Investment Compliance Advisor - Trust I, II,… more
- Citigroup (New York, NY)
- … is responsible for all matters related to the learning and culture needs of Investment Banking. The Learning Advisor will be required to develop an in-depth ... understanding of the needs of Investment Banking, and address those needs via leveraging existing...the global Citi learning agenda and priorities. The Learning Advisor will be required to develop a thorough understanding… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …regulations and guidelines as well as firm policies governing advisory accounts. An Advisor , general investment advisory is expected to conduct reviews which can ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- PNC (Louisville, KY)
- …a plus **Job Description** + Leads project initiatives related to the integrated advisor workstation and the investment advisor function. Defines future ... investment due diligence processes for our FIS Investment platform, updating internal and external vendor systems...strategy and the advisors in the field. Supports the advisor on client requests for new business or specific… more
- City of New York (New York, NY)
- …Comptroller's Bureau of Asset Management (BAM) supports the Comptroller in his role as investment advisor , custodian, and trustee for each of the five New York ... servants including teachers, firefighters, police officers, and more. As investment advisor for some of the largest...proud of our large, diverse, and skilled workforce. The systems ' portfolios are managed primarily by external investment… more
- Marathon Petroleum Corporation (Findlay, OH)
- …+ Leverage digital solutions to monitor leading indicators for proactive responses. + Investment Advisor + Leads evaluations and serves as the commercial subject ... and fosters a collaborative team environment. Overview The Business Development Advisor - Portfolio Optimization will report to the Business Development Manager… more
- Morgan Stanley (New York, NY)
- …of industry, global markets and regulations relevant to coverage area (eg, SEC investment advisor regulations, '40 Act requirements) . Ability to articulate risk ... We're seeking an experienced audit professional to join our Investment Management audit team as a Director to execute various assurance activities in order to assess… more
- ElectriCities of North Carolina (Raleigh, NC)
- …of all short-term funds (less than 1 year) for NCMPA#1 and for overseeing investment advisor who manages the long-term investments. + Maintain knowledge of ... reports/presentations for ElectriCities, NCMPA#1 and NCEMPA in collaboration with our investment advisor . Duties related to Debt Activities: + Prepare,… more
- PNC (Philadelphia, PA)
- …their investment process. Authors final reports that are presented to Investment Advisor Research. Updates manager profiles and is responsible for quarterly ... portfolios that sit at the core of the AMG Investment Office's guidance for our clients. You will conduct...class investing either as a research analyst or client-facing advisor along with strong quantitative capabilities, including systems… more
- Treasury, Departmental Offices (Washington, DC)
- …Office of Investment Security. This new office will house the Outbound Investment Security Program; the Policy Advisor will support efforts focusing on ... Summary This position serves as a Policy Advisor in the Office of Global Transactions within...appropriate. Coordinate with other offices in the Office of Investment Security on engagement with domestic and international stakeholders,… more
- US Bank (Litchfield Park, AZ)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
