- Locations: California, New York, Illinois, Florida, Texas
- Related Keywords: CFA, Client, Client Services, Services
- Manager-Business Valuation Services
- ARI Financial, LLC (New York, NY)
- Our exclusive client , a premier consulting firm, is seeking a Business Valuation Manager for an exceptional leadership opportunity in its Business Valuation Services Consulting Group. Reporting to the Senior Managing DIrector, the candidate will have a chance to play a key role in the...
- Director,Business Valuation Services
- ARI Financial, LLC (Atlanta, GA)
- Our exclusive client , a premier consulting firm, is seeking a Director for an exceptional leadership opportunity in its Business Valuation Services Consulting Group. Reporting to the Senior Managing Director-Corporate Finance, the candidate will have a chance to play a key role in...
- Commissioning Manager
- Peter Kazella & Associates, Inc. (Albany, NY)
- ...management and direction to a team of commissioning engineers / professionals assigned to a Regional office in the fulfillment of CFA client centered services involving surveying, evaluation, commissioning and testing of mission critical facilities. As the primary business leader...
- Fin'l Services -Institutional -3 Positions- Client Service/Analyst
- Mid/Large Financial Service Co's (New York, NY)
- ...a minimum of 2+ years of experience for the following openings: Institutional Client Service Associate - ( Sales and Client Support ).... Good writing and communication skills . Interest in or work towards CFA preferred . Ability to work independently and as part of a...
- Bear Stearns, Private Client Services - Senior Wealth Management Specialist
- JPMorgan Chase (New York, NY)
- Title: Bear Stearns, Private Client Services - Senior Wealth Management Specialist Location: NY-New York JPMorgan Chase...position reports to the Bear Stearns Head of Wealth Management. Prior financial services industry experience required. Advanced degree (MBA, CFA , JD, CPA)...
- Client Relationship Senior Associate
- Diversified financial services firm (Chicago, IL)
- We are a diversified financial services firm headquartered in Chicago. Founded in 1937, it is an independent,...firm. Job Description: Contribute to new business development efforts of the Client Relationship Team with specific client responsibilities within North...
- SVP of International Sales and Client Services
- Investment Specialist (San Francisco, CA)
- ...be responsible for leading the company's international business development, distribution, client services and marketing efforts as the firm expands...and/or CFA * Candidate must have extensive sales, client services /marketing experience in the global mutual fund industry...
- Client Services Associate
- Preeminent International Financial Advisory Firm (New York, NY)
- ...other Associates, Portfolio Managers, Legal & Compliance, ad Account Services to ensure that client guidelines are met....concentration in Finance, Business Administration, or Marketing preferred. . CFA (successful completion or progress towards such preferred). . Relevant...
- Senior Investment Analyst - Client Services
- Premier Global Investment Management Firm (Valley Forge, PA)
- ...not jobs. JOB DESCRIPTION As a Senior Investment Analyst - Client Services you will apply your knowledge and understanding...- Bachelor's degree or equivalent training and experience; MBA and/or CFA preferred. - Minimum of ten years of experience, including three...
- Senior Investment Analyst - Client Services
- Vanguard Group (Philadelphia, PA)
- ...we offer careers, not jobs. As a Senior Investment Analyst - Client Services you will apply your knowledge and understanding...Qualifications: - Bachelor's degree or equivalent training and experience; MBA and/or CFA preferred. - Minimum of ten years of experience, including three...
- Client Advisor
- UBS Financial Services (Vancouver, WA)
- ...Americas Job Type Full Time About UBS UBS is a client -driven global financial services firm. Our Wealth Management Americas...Securites Course (CSI) Certified Investment Manager (CSI) Chartered Financial Analyst ( CFA ) designation would be an asset 3- 5 years of business...
- Marketing and Client Services Analyst
- op-tier global asset management firm (Durham, NC)
- ...asset-backed securities. Job Description: - We seek a marketing and client service professional with a background in finance. Responsibilities: *...finance. High level of comfort with quantitative analytics. MBA and/or CFA strongly preferred. * Three to five years experience in...
- Services Salesperson
- Unknown (Atlanta, GA)
- ...a unified and highly targeted approach to provide consistent, elite client experience. The responsibilities of the individual in this position...degree preferred; NASD Series 7 and 66 licenses required CIMA, CFA or CFP strongly desired In-depth understanding of the industry,...
- Analyst
- Top financial advisory firm (Richmond, VA)
- ...a critical role in providing the highest level of client service. Analysts' duties include conducting thorough research of businesses,...with alternative forms of continuing education, such as the CFA and executive MBA programs. Requirements: - undergraduate degree from...