- Bank OZK (Clearwater, FL)
- …internal awareness of department and generate referrals. + Participates and initiates business development activities to expand client base. + Regularly ... client portfolios including asset management, research, and analysis for all investment products including but not limited to individual securities, mutual funds,… more
- Citigroup (New York, NY)
- …Private Bank and Citi Private Bank brands _._ **Job Description:** The Head of Business Execution - Investment Solutions & CIO, will report directly into the ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...role will drive the overall administrative activities of the Investment Solutions and CIO business . The … more
- City National Bank (Los Angeles, CA)
- ** INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST** **WHAT IS THE OPPORTUNITY?** Working within the Wealth Management division, you will be part of the ... etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate. + Support development of reporting… more
- Comerica (Bloomfield Hills, MI)
- …to reach comprehensive client solutions. The role will have a direct involvement in business development is expected to work effectively alone or as part of ... worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for...asset allocation guidelines. * Manage an existing book of business in accordance with each client's investment … more
- Citigroup (Washington, DC)
- …targets as well as all internal and external standards and practices. + Development and execution of the region's broader business strategy, including client ... team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong...including the ability to clearly formulate, communicate and implement business and investment strategies; the capacity to… more
- CIBC (Boston, MA)
- …Type** Temporary (Fixed Term) **Weekly Hours** 40 **Skills** Accountability, Business , Communication, Due Diligence, Investment Management, Investments, ... Interns will work alongside a lean, proven team of investment professionals, gaining technical and analytical skills. A cover...value for all CIBC stakeholders is driven by a business culture based on common values: Trust ,… more
- Wellington (New York, NY)
- …clients and interact with/influence key internal stakeholders. * Proven track record of business development / business growth. * Global mindset - has worked ... of clients and the market, to build a strong, trust -based relationship with colleagues across the investment ...acting as a fiduciary on a wide range of business and investment integrity relative issues is… more
- Lincoln Financial Group (Columbus, OH)
- …onboard new derivative strategies, ad hoc project requests and drive the development and delivery of required investment reporting for those transactions. ... a Glance** We are excited to bring on an Investment Accounting Analyst, with a focus on derivatives, to...and initiatives. This role will require working with various business areas and key stakeholders to evaluate new reinsurance… more
- UMB Bank (Denver, CO)
- …a robust financial planning process. You will play a crucial part in the development , maintenance, and oversight of the investment strategy and asset allocation ... strong communication skills (verbal, written, listening, presentation) * Demonstrates trust , investment , and trading knowledge of portfolio modeling,… more
- Atria Wealth Solutions (Pensacola, FL)
- …broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to include market strategy, product demonstration and promoting ... Investment Advisor Pensacola, FL, United States and 3...NFIS policies and procedures + Establish, maintain, and develop business relationships with members and internal/external sources + Execute… more
- Wellington (Boston, MA)
- …to unify the research platform globally and across asset class, perpetuate the investment focused culture, attract, retain and development talent and ensure the ... be an empathetic leader with the strongest ability to build trust -based relationships with investors. **RESPONSIBILITIES** ** INVESTMENT CAPABILITIES & TALENT**… more
- City and County of San Francisco (San Francisco, CA)
- … Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual ... or consulting firm. Substitution * Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar… more
- City of New York (New York, NY)
- …invest in various asset classes including affordable housing, green investments, small business lending, and more; Develop investment programs, guidelines and ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...Asset Management (BAM) is responsible for oversight of the investment portfolios of the five New York City pension… more
- First State Bank (Gainesville, TX)
- …and Trust services with particular emphasis on managed money accounts ( investment management agencies and trust accounts). + Maintaining new and existing ... Summary: We are seeking an experienced Investment Advisor to focus on selling Wealth Management... Advisor to focus on selling Wealth Management and Trust services. In addition this person will manage relationships… more
- Lincoln Financial Group (Columbus, OH)
- …**The Role at a Glance** This role will provide timely and accurate investment and derivatives data accounting and reporting for the General Account Invested Assets ... analysis, and proper accounting treatment of Lincoln Financial Groups (LFG) investment positions to support strategic investment operations and initiatives.… more
- Lincoln Financial Group (Columbus, OH)
- …#:** 73040 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and Reporting Team at ... Lincoln Financial Group. The Investment Accounting and Reporting team is a highly visible...to help you successfully manage your career + Leadership development and virtual training opportunities + PTO/parental leave +… more
- Lincoln Financial Group (Columbus, OH)
- …#:** 72640 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and Reporting Team at ... Lincoln Financial Group. The Investment Accounting and Reporting team is a highly visible...to help you successfully manage your career + Leadership development and virtual training opportunities + PTO/parental leave +… more
- Truist (Mclean, VA)
- …from time to time. The investment team is a critical partner in new business development and acts as a primary source for investment communication. The ... shift (United States of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with Investment Managers… more
- Navy Federal Credit Union (Vienna, VA)
- …broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to include market strategy, product demonstration and promoting ... and growth of NFIS productsand services. Recommend appropriate mixture(s) of insurance/ investment productsand services to achieve the financial client'sgoals as a… more
- Truist (Dallas, TX)
- …Please use numbers to separate each distinct responsibility. 1. Critical partner in new business development and acts as a primary source for investment ... 5. Manage the daily trading activities in discretionary, non-discretionary, and trust -based portfolios 6. Implement investment recommendations and transition new… more
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