- PNC (Tampa, FL)
- …an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will ... Tampa, FL. In this position, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… more
- Capital One (Mclean, VA)
- …States of America, McLean, Virginia Commercial Broker Dealer Compliance Advisor - Senior Manager The Compliance Advisor Senior Manager will report ... & Co., TripleTree, LLC. (collectively "Commercial Broker Dealers" or "CBDs"). The Compliance Advisor Senior Manager will work independently from the CBD Chief… more
- Citigroup (New York, NY)
- …financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Associate also serves as an intermediary in trading ... The Investment Banking Senior Associate is an...of this role is to act as a strategic advisor to our clients by formulating investment … more
- Truist (Charlotte, NC)
- …and proactively identifying, mitigating, and managing risks within Corporate and Investment Banking - Investment Banking Coverage, Capital Markets Origination ... cause, the corrective action plans, and work with business partners and GCO advisor team to successfully implement and document remediation. 7. Support the business… more
- JPMorgan Chase (New York, NY)
- …capabilities and skills** + 10+ years in the Defined Contribution market, Institutional Investment Management sales, relationship management and client coverage ... for plan sponsors and participants. As a Defined Contribution Investment Solution - National Account Client Advisor ,...platforms + Ability to develop and maintain relationships with senior stakeholders at key client firms + Ability to… more
- JPMorgan Chase (Columbus, OH)
- …committed to delivering talented and dedicated advisors, a full range of investment products and cutting-edge digital capabilities to help our clients achieve their ... to grow personally and professionally. As a Summer Analyst in the Financial Advisor Development Track Program (FADT), you will take part in a nine-week introduction… more
- FirstBank PR (PR)
- …and Treasury Officer Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on ... team that: Actively collaborates in the management of the investment and funding portfolios of the Bank and its...ideas derived from the research and analysis to the Senior Investments Officer and Treasurer - Analyze and perform… more
- Citigroup (New York, NY)
- …for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... The Banker is a senior level position responsible for assisting clients in...duties may be assigned as required. **Job Family Group:** Institutional Banking **Job Family:** Investment Banking **Time… more
- Citigroup (Houston, TX)
- …for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... The Associate is a senior level position responsible for assisting clients in...duties may be assigned as required. **Job Family Group:** Institutional Banking **Job Family:** Investment Banking **Time… more
- Wellington (Needham, AL)
- …as a trusted advisor + Answer functional and technical questions from investment professionals about their tools, data, and reports in the areas of research, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on… more
- Charles Schwab (Austin, TX)
- …industry (specifically working in the investments space); understanding of the Registered Investment Advisor business preferred. + Solid knowledge of marketing ... consistently deliver the right messages to our clients in support of Schwab Advisor Services' strategic initiatives. The ** Senior Field Marketing Manager** will… more
- JPMorgan Chase (New York, NY)
- …+ Influence strategic agenda by being an objective, data-driven thought partner and advisor to senior leaders + Direct initiatives, priorities, and demand; ... The Senior Associate role provides an exciting opportunity collaborate...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Bank of America (Jersey City, NJ)
- Senior IRA Product Specialist Pennington, New Jersey;Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... which may include managing a product within the brokerage or institutional offering. Responsibilities may include managing strategic initiatives from idea creation… more
- KPMG (Philadelphia, PA)
- **Business Title:** Tax Senior Manager, Private Client **Requisition Number:** 113215 - 77 **Function:** Tax Services **Area of Interest:** **State:** PA **City:** ... important than investing in our culture because it's an investment in our people, our future, and what we...firm KPMG is currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax… more
- Vanguard (Malvern, PA)
- As a Senior Product Owner Consultant, you will be part of the endurance marketing team and have a direct impact in their mission to deliver positive perceptions of ... will: + Lead efforts to develop marketing programs that demonstrate Vanguard's advisor -friendly approach. + Partner closely with the stakeholders in Vanguard's … more
- Bloomberg (New York, NY)
- Senior Data Analyst - Private Equity **New York, NY** Posted May 15, 2024 - Requisition No. 125304 Bloomberg runs on data. Our products are fueled by powerful ... Team:** Whether you are a fund investor, manager or advisor , Bloomberg has the data, solutions, and industry network...the data in between. **What's the role?** The Alternative Investment Funds Automation team is looking for a highly… more
- JPMorgan Chase (Plano, TX)
- …a sound control environment. The Global Corporate F&BM team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize ... **Global Corporate Sales Business Manager - Associate** The Corporate & Investment Bank Finance & Business Management (F&BM) group is organized to support and drive… more
- JPMorgan Chase (Plano, TX)
- … Associate within the Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage and optimize business ... businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Chicago, IL)
- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the ... cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- KPMG (Chicago, IL)
- **Business Title:** Senior Manager, Business Tax Services - Private Clients **Requisition Number:** 108383 - 32 **Function:** Tax Services **Area of Interest:** ... important than investing in our culture because it's an investment in our people, our future, and what we...for as a firm KPMG is currently seeking a Senior Manager to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html)… more