- T. Rowe Price (New York, NY)
- …your career with us. POSITION PURPOSE: The primary role of the Fixed Income Investment Specialist (IS) - Insurance Solutions is to partner with our dedicated ... of assets under management by working closely with insurance sales, client service , portfolio management and portfolio specialist professionals. Represent our… more
- PNC (Philadelphia, PA)
- …be performed remotely, at the manager's discretion. This position works as part of an investment service team in the AMG Investment Office reporting to the ... valued and have an opportunity to contribute to the company's success. As an Investment Management Solutions Specialist within the PNC Asset Management Group … more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's ... Asset Management Group Investment Office organization, you will be based in Philadelphia, PA. The position is primarily based in a PNC location. Responsibilities… more
- Bank of America (Towson, MD)
- Investment Manager Specialist Towson, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products… more
- JPMorgan Chase (New York, NY)
- …regions, sectors, styles and the market cap spectrum. The International equity investment specialist role sits within the International Equity business. JPMorgan ... the world. **Job Summary** The primary function of the investment specialist role is to represent ...in terms of new business and providing superior client service . + Analysis of portfolios and portfolio analytics +… more
- JPMorgan Chase (New York, NY)
- …and tax-aware strategies. As an LDI (Liability Driven Investing) Fixed Income Investment Specialist within the Global Fixed Income, Currency and Commodities ... expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary… more
- US Tech Solutions (Conshohocken, PA)
- …and third-party service providers to ensure proper support for the investment vehicles. This position will be located in the West Conshohocken, PA office. ... week **"** **Job Description:** This position will work specifically within the Alternative Investment Services (AIS) team in support of Investment Teams (the… more
- Bank of America (Chandler, AZ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Chandler, Arizona **Job Description:** At Bank of America, we are guided by a ... central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies clients' needs and… more
- Noblis (Washington, DC)
- …a Referral (https://jobs-noblis.icims.com/jobs/23602/ investment -planning-and-analysis- specialist ... forefront of aviation technology. **Description** Noblis is seeking highly skilled Investment Planning and Analysis Specialists to support the Federal Aviation… more
- US Bank (St. Paul, MN)
- …operational exceptions, some of which may involve extensive review. Interfaces with investment and other internal and external personnel via phone and e-mail to ... resolve issues and ensure efficient service to customers. Ensures that all documentation requirements are satisfied. Staffs a phone queue for heirs and beneficiaries… more
- UMB Bank (Denver, CO)
- …factors. Participate and on occasion lead sales presentations. Collaborate with Client Service Specialist and Relationship Manager to ensure that administrative ... client and parameters provided via Request for Proposal (RFP) opportunities. **Client Service ** Serve as the investment expert during client meetings. Lead… more
- T. Rowe Price (Baltimore, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... your career with us. ROLE SUMMARY The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with DC Specialist… more
- MTA (New York, NY)
- Senior Investment Portfolio Manager Job ID: 8784 Business Unit: MTA Headquarters Location: New York, NY, United States Regular/Temporary: Regular Department: Cash ... and Investments Date Posted: Nov 7, 2024 Description JOB TITLE : Senior Investment Portfolio Manager SALARY RANGE : $121,188 - $131,188 HAY POINTS : 755 DEPT/DIV :… more
- US Bank (Madison, WI)
- …client problems, escalating items beyond specified authority to the assigned Investment Specialist . Performs and monitors account trades within delegated ... you excel at-all from Day One. **Job Description** This position is a service and support representative functioning as the client contact for Wealth Management… more
- Huntington National Bank (Birmingham, MI)
- Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank ... exceptional service to high-net worth clients. The Service Specialist II is also responsible for...Qualifications: + High School Diploma + 2 years customer service experience in banking or Wealth & Investment… more
- Morgan Stanley (West Conshohocken, PA)
- …under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment ... development and client service . KEY RESPONSIBILITIES: - Work closely with the investment team to understand the team's investment outlook and investment … more
- Lee County Board of County Commissioners (Fort Myers, FL)
- Service Attendant, Maintenance Specialist - Temp w/ FRS & Med Print (https://www.governmentjobs.com/careers/leecounty/jobs/newprint/4707871) Apply Service ... date. + Retirement Ready: Choose between the Pension or Investment plans with the Florida Retirement System. + Work-Life...may be subject to a pre-employment drug screening. Certain service members and veterans, and the spouses and family… more
- Morgan Stanley (Miami, FL)
- …Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment ... efforts in the Southeast region. Acting as a true specialist , you will be responsible for explaining complex Alternative...and maintain a business plan to identify, target and service the top Alternative Investment producing Financial… more
- Bank of America (Leawood, KS)
- Wealth Management Specialist - NPD Leawood, Kansas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... investment products and services for individuals, companies, and institutions....resilient, results focused and effective. **Job Description:** This EGP Specialist Trainee is a training program to develop and… more
- JPMorgan Chase (New York, NY)
- … experience and insight that few other firms can match. As a Contract Specialist within Client Service you will be primarily responsible for working with ... non-contractual documentation; + Reviewing and negotiation of client form template agreements, investment guidelines, fee schedules as well as service level… more
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