- WTW (St. Louis, MO)
- …you will have the opportunity to support diverse projects related to asset - liability studies, funding strategy, and other special projects requiring investment ... as needed. You will also: + Provide value-added consulting expertise on asset - liability studies and other special projects involving investment expertise +… more
- City National Bank (West Hollywood, CA)
- …Interact with clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary...that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client asset… more
- Adecco US, Inc. (Webster Groves, MO)
- …services to individuals, families, and other entities. These services include asset management , retirement planning, estate planning, and comprehensive financial ... Advisor Representative -** **Fiduciary Financial Planning and Wealth Management Services** **Location:** Webster Groves, MO. **Job Type:** Full-Time. **Shift:**… more
- Bank of America (Boston, MA)
- Financial Solutions Advisor - South End Financial Center Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Financial-Solutions- Advisor South-End-Financial-Center\_25042462-1) **Job Description:** At Bank of America, we… more
- Grant Thornton (Chicago, IL)
- As the Income/Franchise Tax Manager - Asset Management , you'll deliver a full range of tax planning, consulting, and compliance services for your multiple ... tax matters, on all phases of project and engagement management , because together is how we succeed. From day...business and process improvement and serve as a business advisor to client + Other duties as assigned You… more
- First Horizon Bank (Coral Gables, FL)
- …and income statement monthly and quarterly forecast in partnership with the bank finance and asset liability management teams * Engage with the various line ... Build reporting tools, and macro excel workbooks to enhance the financial management analytics and data tracking processes * Manage the development and… more
- Principal Financial Group (Charlotte, NC)
- …**Investment Code of Ethics** For Principal Asset Management positions, you'll need ... DCIO distribution strategy in the Southeast Market, driving net asset growth across a full spectrum of asset...sales plans to maximize efficiency, sales growth and territory management via tools like PowerBI + Expand advisor… more
- Citigroup (Queens, NY)
- …comprehensive management of portfolio liquidity, market risk exposure, and liability hedging strategies. This includes a dedicated focus on alpha generation ... to ensure accurate and timely reconciliation of investment transactions, efficient cash management , and seamless asset transfers. + **Due Diligence and Portfolio… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... clients. **About the Role** **THE COMPANY** Tracing our roots to 1928, Wellington Management Company LLP is one of the world's largest independent investment … more
- BlackRock (Chicago, IL)
- …analytics to facilitate sales + Individuals with a strong passion for the asset management industry and capital markets **Primary Responsibilities:** + Embrace ... of BlackRock's solutions (ETF, Mutual Funds, SMA, Alternatives, Models). Advisor education on BlackRock's robust digital platform providing them...CIMA or CFA preferred + Minimum 3+ years in asset management sales + Strong financial services… more
- Athene (West Des Moines, IA)
- …with other miscellaneous derivative activities including trade booking, derivative pricing, and asset liability management -related activities. The focus of ... work with the Portfolio Managers to assist in the management of the firm's hedging programs in accordance with...timely basis, which are used by portfolio managers and asset liability managers in assessing various portfolio… more
- City National Bank (Houston, TX)
- …developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. ... decisions, to achieve clients' investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. *… more
- City National Bank (Lake Mary, FL)
- …MANAGER ASSOCIATE* WHAT IS THE OPPORTUNITY? Implement proprietary strategies and asset allocation for Royal Bank of Canada (RBC) Rochdale Financial Advisors ... WILL YOU DO? * Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation… more
- City National Bank (Madison, WI)
- …business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset allocation, ... Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective… more
- Grant Thornton (New York, NY)
- …solutions in our priority industries (ex. Technology, Higher Education, Life Sciences, Asset Management , Manufacturing, and Not for Profit). + Driving growth ... at least one priority industry (Enterprise Technology, Higher Education, Life Sciences, Asset Management , Manufacturing, Not for Profit) to advise clients,… more
- Heritage Financial Credit Union (Middletown, NY)
- …Finance Oversight + Provide executive leadership of financial operations, including asset / liability management , capital adequacy, budgeting, and forecasting. ... new and critical position that goes far beyond traditional risk management . This executive role oversees Finance, Information Technology, Strategic Business… more
- Capital One (Mclean, VA)
- …Finance business (Agency Finance), spanning Fannie Mae, Freddie Mac and FHA/HUD production, asset management , and servicing. You'll have the opportunity to work ... assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective + Engaging and overseeing… more
- BMO Financial Group (Chicago, IL)
- …+ Risk management , financial market products and pricing, Balance Sheet / Asset Liability management . + Expert knowledge of quantitative modelling ... risk in banking products are properly measured and support effective risk management practices. Works with internal and external stakeholders to ensure market risks… more
- Quanta Services (Aurora, CO)
- …critical, entertainment, and healthcare.At IME, our people are our most valuable asset . We are committed to fostering a culture that prioritizes safety, quality, ... the organization's overall initiatives. What You'll Do Key Responsibilities: Relationship Management : Build and maintain strong relationships with existing clients,… more
- Citigroup (Los Angeles, CA)
- …Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. Citi… more