- PNC (Houston, TX)
- … investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... of business to better understand their goals and objectives and recommend investment solutions tailored to their individual situation and needs. Additionally, they… more
- PNC (College Station, TX)
- … investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- PNC (Batesville, IN)
- … investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- MassMutual (Boston, MA)
- ** Investment Tax Manager - Special Projects & Strategic Initiatives** ** Investment Taxes, Corporate Tax Department** **Full-Time** **Springfield MA, Boston ... MA, or New York NY** **The Opportunity** As an Investment Tax Manager in the Investment...and foreign disregarded entities. + Assist in preparing wash sales analysis. + Assist with analyzing transactions for tax… more
- Scotiabank (New York, NY)
- Manager , US Investment Banking Product Control **Requisition ID:** 197379 **Salary Range:** 85,700.00 - 159,100.00 _Please note that the Salary Range shown is a ... winning team, committed to results, in an inclusive and high-performing culture. ** Manager , US Investment Banking Product Control (197379)** **Global Banking and… more
- Lumen (Columbus, OH)
- …we digitally connect the world and shape the future. **The Role** CenturyLink Investment Management (CIM), a subsidiary of Lumen Technologies, Inc., is the ... investment fiduciary responsible for the management of Lumen's employee...funds that CIM designs and manages, and include active multi- manager core funds, passive core funds, and multi-asset class… more
- Scotiabank (New York, NY)
- Senior Manager , US Non- Investment Grade Credit Risk **Requisition ID:** 198410 **Salary Range:** 110,700.00 - 211,800.00 _Please note that the Salary Range shown ... Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America,… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As a Product Manager Lead within PNC's Asset Management Group Investment Office organization, you ... agreed, help manage operational and administrative requests from Asset Management Group (AMG) Investment Advisors to a proprietary investment team. * Serve as… more
- Huntington National Bank (Columbus, OH)
- Description Summary: The Wealth & Investment Strategy Manager manages "strategies" of stocks, bonds, funds or a combination of those in a Team Managed format for ... customers, colleagues or the company (Huntington) + Supports all sales & service goals within the Chief Investment... sales & service goals within the Chief Investment Office + Other duties as assigned. Basic Qualifications:… more
- Bank of America (Fort Worth, TX)
- Consumer Investment Team Manager Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... the power to make a difference. Join us! The Investment Center is a multi-site service center located in...maintenance and online access and navigation inquiries. The Team Manager is a key role in Consumer Investments Client… more
- Burns & McDonnell (Kansas City, MO)
- **Description** The Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop ... long-range investment plans...utilities, municipal electric utilities, and electric cooperatives. This project manager will be a seller-doer, conducting sales … more
- Deloitte (Charlotte, NC)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... this may be the right role for you! We are looking for an innovative, analytical Manager who is ready to handle new challenges and join one of the largest Multistate… more
- Wells Fargo (Charlotte, NC)
- …**Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of ... The team drives close collaboration across all Wealth & Investment Management product vertical to drive a consistent and...Client Associates. Wells Fargo is seeking a Senior Product Manager to join our Client Relationship Management Group to… more
- Plante Moran (Chicago, IL)
- Tax Manager or Tax Sr. Manager - Investment Funds + Location: United States, Illinois, Chicago + Location: United States, Colorado, Denver + Location: United ... with potential corporate or individual tax clients + Actively participate in investment fund clients (private equity, venture capital, real estate, fund of funds,… more
- Huntington National Bank (Columbus, OH)
- …all levels of the organization to optimize profitability, capital utilization, and investment reporting & analysis - including Finance & Strategy, business segment ... administration teams and sales teams using data driven, fact-based tools and processes....framework, analysis, reporting, decision making for (expense & capital) investment across the corporation to align with and recommend… more
- US Bank (Los Angeles, CA)
- …Day One. **Job Description** Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various ... relationship revenue as well as expense management. Oversees work processed by Investment Services support staff, Trust Operations and others to ensure activity… more
- Atlantic Health System (NJ)
- …activities, including new funding events and redemptions. + Assess the accuracy of investment manager fees against agreed upon manager contractual ... diligence process. + Utilizing the custodial compliance platform, monitor compliance of investment portfolios for established investment manager guidelines.… more
- DLA Piper (Washington, DC)
- …discretion Preferred Requirements: + 10 years of leadership in a business development/ sales role, preferably from the investment funds or institutional limited ... ranked US Investment Funds Partners to drive DLA Piper's market-facing sales initiatives. You will assist in identifying new opportunities and will play a… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We're looking for a Senior Investment Analyst to join our Commercial Real Estate Private Debt team. In this role, you'll provide analytical ... perform independent technical analysis within appropriate risk/return parameters on investment opportunities including transactions structures, appraisals, cash flow analysis,… more
- JPMorgan Chase (New York, NY)
- …related matters, including, but not limited to servicing clients, marketing investment strategies, product development and sales /retention strategy. Therefore, ... all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned...portfolios they represent as if they were the Portfolio Manager ("PM"). The IS should be fully integrated with… more
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