- Charles Schwab (Lone Tree, CO)
- …to develop and assist with sales strategy, call campaigns and workshop delivery. The Fixed Income Specialist utilizes multiple sources to uncover and convert ... addresses complex wealth management needs of clients through our Wealth Strategies, Fixed Income and Annuity teams. Fixed Income Specialists, within… more
- Charles Schwab (Lone Tree, CO)
- …years relevant experience with an emphasis on a mix of the following: ALM, fixed income analytics, modeling, capital markets, market risk or relevant FP&A ... The Treasury Capital Markets (TCM) function within Corporate Treasury manages fixed - income investments in several portfolios totaling over $350 billion… more
- Guardian Life (Denver, CO)
- …we aim to help Field Representatives grow and diversify their practices, clients, and income streams. The Annuity Specialist is an integral part of Park Avenue ... preferred. + Thorough knowledge of Wealth Management business, including GIAC Fixed Annuities. + Working knowledge of industry leading Money Managers (Blackrock,… more
- Lincoln Financial Group (Denver, CO)
- …initiatives within assigned area(s) of responsibility. * Provides accounting information on fixed income and derivative investments for existing and developing ... investment strategies for compliance with accounting/reporting regulations to appropriate key stakeholders and investment accounting team members. * Provides proper investment accounting treatment of General Account Invested Assets under applicable Statutory,… more