- The Whittier Trust Company (Pasadena, CA)
- …has total administrative responsibility for a book of accounts, and shares relationship management with an assigned investment officer. The job also requires the ... It involves extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real… more
- United Bank (Washington, DC)
- …with other senior management .Guide the implementation of best in class investment management strategies among all portfolio management team members.Chair ... the portfolio management team.Review, improve and approve as needed, team investment management materials, RFPs and performance reporting for clients and… more
- Community Investment Management LLC (San Francisco, CA)
- Community Investment Management (CIM) is looking for a Director to elevate our impact strategy, broaden our influence and refine the ways we measure and manage ... send your resume and an email cover letter to impactjobs@cim-llc.com.At Community Investment Management , we are committed to maintaining an environment that… more
- Man Group (San Francisco, CA)
- …agreed format and within established timeframes Key competencies 10+ years of investment management industry experience with 5-8 years' experience selling within ... and help to implement the direct sales strategy achieving personal sales target within the timescales set Conduct effective,...About Us Man Group is a global, technology-empowered active investment management firm focused on delivering alpha… more
- Community Investment Management LLC (San Francisco, CA)
- Community Investment Management (CIM) is looking for a head of portfolio strategy to join and lead our US investment team. CIM is a global institutional ... investment transactions, someone with sufficient credibility to build trust with the team and with our partners, and...and an email cover letter to jobs@cim-llc.com .At Community Investment Management , we are committed to maintaining… more
- State Street (Boston, MA)
- Charitable Asset Management For 40 years, the Charitable Asset Management team has been a leading provider of asset management , administration, and tax ... program. This position provides a rare opportunity to join a niche investment and administrative unit within State Street Global Advisors. Duties and… more
- Jobs via eFinancialCareers (San Francisco, CA)
- …upselling existing clients. Sales Specialists leverage their in-depth knowledge of the investment management process to identify needs, opportunities and selling ... in all aspects of an account, including senior level relationship management , product demonstrations, contract negotiation, sales closing, and ongoing relationship … more
- State Street (Boston, MA)
- …investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. Work, Live and Grow. We make ... assets under custody and/or administration and $4.1 trillion under management .* Our investment servicing business provides solutions...governance of services delivered by State Street Bank & Trust (SSBT) or on behalf of SSBT from other… more
- State Street (Boston, MA)
- …required Series 24, 7, and 63 licensed Minimum 15 years of experience in the investment management industry including 10 years in senior level roles in insurance ... leadership skills - a collaborator and influencer who inspires trust in others and influences across an organization; a...designations such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) a plus but… more
- Merck & Co. (Rahway, NJ)
- …Financial Process Improvement, Financial Regulation, Financial Review, Financial Technology, Inventory Management , Investment Management , Investment ... the business on the coordination of testing activities and business change management , as part of overall solution implementationAssess current state solutions and… more
- State Street (Boston, MA)
- … servicing, data & analytics, investment research & trading and investment management to institutional clients.Work, Live and Grow.We make all efforts ... settlement and analytics.The successful candidate must possess advanced leadership, management skills such as:Comprehensive knowledge of the institutional foreign… more
- State Street (Boston, MA)
- …investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow: We make all ... and analytics. The successful candidate must possess advanced leadership and management skills such as: Comprehensive knowledge of the institutional foreign exchange… more
- State Street (Boston, MA)
- … servicing, data & analytics, investment research & trading and investment management to institutional clients.Work, Live and GrowWe make all efforts ... FX and TCA Platforms has global responsibility for the management of the FX Trading and TCA suite of...essential - excellent speaking and writing skillsAbility to build trust and relationships with clients, peers, staff and support… more
- Merck & Co. (Boston, MA)
- …research scientists and other stakeholders.Aiding the adoption and change management planning.Analyzing potential vendor partner relationships for the resultant ... the pharmaceutical industry sufficient to understand the underlying workflows and data management needs.Has worked in a Product management role previously and… more
- Institute for Nonprofit News (Los Angeles, CA)
- …a more inclusive news ecosystem that fosters civic engagement, accountability, and community investment . Founded in 2024, LALNI is a coalition of over two dozen ... to be centered on community perspectives, and provide pathways into newsgathering for residents. Trust : We believe that building trust must be a core principle… more
- Lifeattinder (San Francisco, CA)
- …ensure account/data security and regulatory compliance. This role is part of our Integrity ( Trust & Safety) team, working to make Tinder the safest place to meet new ... with 5+ years of experience in product design and management .Prior experience delivering Identity/Account Integrity products from inception to launch.Curiosity,… more
- SCI-Arc (Los Angeles, CA)
- …supporting their professional growth. The incoming director will bring interpersonal and management skills, provide an accessible and visible presence, and work to ... stakeholders, sharing an inspiring story that yields financial and philanthropic investment in support of SCI-Arc's goals. While fundraising capacity has been… more
- Mercer Global Advisors Inc. (San Francisco, CA)
- …CFP (Certified Financial Planning) designation preferred Comprehensive industry and investment management knowledge Experience using CRM systems (Salesforce ... Mercer Advisors is a different kind of wealth management firm. We exist so that our clients...financial lives by unifying planning, investing, taxes, estate, insurance, trust , and more. Today, we proudly serve over 25,000… more
- Mercer Advisors Inc (San Francisco, CA)
- …or Chartered Investment Consultant (CIC)Comprehensive industry and investment management knowledgeExperience using CRM systems (Salesforce ... Francisco, CA 94105, USADescriptionMercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry… more
- Third Bridge (Los Angeles, CA)
- …to work with the top management consulting firms in the world. They will trust in you for access to the most relevant experts and research content, which you are ... to be a Consultant. Third Bridge is a market-leading investment research firm, we orchestrate and create research for...do so you'll gather a unique set of stakeholder management skills that will help you deliver excellent results… more
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