- Bank of America (Annapolis, MD)
- …series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment ... Financial Solutions Advisor - Consumer Investments - Annapolis Mall Financial Center Annapolis, Maryland...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- Lincoln Financial Group (Baltimore, MD)
- … Reporting Analyst, you will be responsible for providing timely and accurate investment reporting for the General Account Invested Assets on a Statutory ... research, analysis and proper accounting treatment of Lincoln's investment positions to support strategic investment...be doing** * You will provide timely and proper investment reporting of General Account Invested Assets… more
- Lincoln Financial Group (Annapolis, MD)
- …under applicable Statutory, GAAP, Management and Tax basis. * Provides technical research on new and existing general account investments and derivatives. * ... research, analysis, and proper accounting treatment of Lincoln Financial Groups (LFG) investment positions to support strategic investment operations and… more
- Bank of America (Hunt Valley, MD)
- …result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial ... Investment Consultant II - Merrill Premium Hunt Valley,...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- Lumen (Annapolis, MD)
- …People power progress. Lumen's commitment to workplace inclusion and employee support shines bright. We've made the Newsweek 2024 Greatest Workplaces for ... as we digitally connect the world and shape the future. **The Role** CenturyLink Investment Management (CIM), a subsidiary of Lumen Technologies, Inc., is the named … more
- Morgan Stanley (Baltimore, MD)
- …Associate to cover the applications and system infrastructure supporting the Investment Management Technology team. The Internal Audit Division (IAD) drives ... is responsible for inspecting controls in the applications that support all three lines of business. Morgan Stanley is...of the largest in the US outside of our New York headquarters and home to industry leading cybersecurity… more
- Nelnet (Annapolis, MD)
- …as a role model supporting AEs with client engagement and interactions. 3. Support large cross-sell opportunities and key account retention with direct reports, ... to exchange ideas, successes, challenges and relevant topics to support team growth. 6. Retain and grow current higher...requirements both internally and externally. 8. Ability to promote new services and cross-sell into the customer account… more
- Paycom Online (Baltimore, MD)
- …plan, paid family leave, and many other available benefits. The Strategic Account Manager (internally known as Client Relations Representative) is responsible for ... Leveraging technology to ensure they see a return on current and future investments + Identifying and developing additional revenue opportunities to add to their… more
- HUB International (Ellicott City, MD)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the ... record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a...talent. We currently have an opportunity for an **Assistant Account Manager** to join our **Commercial Lines** team in… more
- ICF (Columbia, MD)
- Description ** Account Manager, C&I CFS Outreach (Field)** **Program Delivery** **Location: Columbia, MD (Home Office with Local Travel)** **Are you ready to make a ... difference?** To support our growth, we are seeking candidates with a...seeking candidates with a strong background in sales and account management. This position requires knowledge of COMMERCIAL FOOD… more
- Aerotek (Columbia, MD)
- …understanding their requirements and seeking feedback on our performance + Communicate account knowledge to team members (recruiters, field support , sales, ... lives through engineering and sciences efforts. We're looking for a highly motivated ** Account Manager (Business Development)** to join our team and help us … more
- HUB International (Ellicott City, MD)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the ... record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a...our talent. We currently have an opportunity for an ** Account Manager** to join our **Personal Lines** team in… more
- Bank of America (Baltimore, MD)
- …where goals were met or exceededMinimum of one year experience in the investments industry,including investment training and in-depth knowledge of investment ... Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong… more
- M&T Bank (Columbia, MD)
- …business in a centralized area comprised of smaller, less complex accounts. Solicits new and existing investments and insurance solutions from mass affluent ... customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver… more
- M&T Bank (Annapolis, MD)
- …approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent ... customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …mailings. Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment ... products, model maintenance and performance tracking. Servicing of alternative investments and foreign accounts, including setup and maintenance. May participate… more
- Deloitte (Baltimore, MD)
- …levels, identify optimal abatement pathways, and prioritize activities and investments to achieve decarbonization goals and institutionalize sustainable operation + ... into organizations, measure benefits, and track program efficiency to support clients at the intersection of climate, health, and...and Advisory) team that contributes to the largest single investment in the history of the Firm. We are… 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 ... based in Baltimore, Colorado Springs, London, Hong Kong, and Singapore, manage investments through the trade lifecycle and oversee record keeping, working closely… 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 ... America Compliance team as a Senior Compliance Officer supporting our investment advisory businesses, specifically the Exchange-Traded Funds (ETFs) and separately… more
- PNC (Baltimore, MD)
- …subject matters of greatest complexity and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. + Conducts and reviews ... as sales opportunities to enhance existing client relationships. + Develops new client relationships through networking, prospecting and referrals. PNC Employees… more