- First Horizon Bank (Brentwood, TN)
- …Miami, FL; New Orleans, LA; Dallas, TX; Charlotte, NC; Houston, TX **SUMMARY** The Chief Investment Officer is responsible for leadership and oversight of all ... * Host the First Friday Update Economic and Market Review meeting with Wealth Management associates. * Serve as lead speaker for Quarterly Conversation… more
- HUB International (New York, NY)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and... advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief Compliance and Risk Officer, will be a highly… more
- Raymond James Financial, Inc. (New York, NY)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as a ... years of financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure to front-office or… more
- University of Pennsylvania (Philadelphia, PA)
- …and management for all criminal investigations. + The Deputy Chief ensures investigations are conducted in compliance with applicable laws, university policies, ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- City National Bank (New York, NY)
- …oversight for the bank's trust and fiduciary operations. This role works with executive management within the Wealth Management Division to balance prudent ... management practices and adherence to best practices across wealth management . * Build and sustain effective...understanding of relevant laws, rules and regulations related to Investment Management and Fiduciary activities * … more
- JPMorgan Chase (New York, NY)
- … investment and non- investment products, solutions, and services across wealth management . This includes areas such as sales & trading, brokerage, ... Chief Investment Office/ investment management...research, and working extensively with colleagues across Asset and Wealth Management , including investment professionals,… more
- Citigroup (Miami, FL)
- …areas within Wealth , including Banking, Investments, Lending, Wealth Planning, Chief Operating Office and Chief Investment Office + Partner with ... segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global... management in the workplace through Global Wealth at Work. We also have leading investment… more
- Huntington National Bank (Columbus, OH)
- …Program for Huntington's Investment Banking Broker Dealers and Huntington's Wealth Management Division inclusive of affiliates engaged in Insurance and ... Oversight and Governance of OCC Rules specific to the Wealth Management Compliance Program with a focus...Chief Compliance Officer or lead compliance director for investment banking/M&A at like size or larger organization. +… more
- Bank of America (San Antonio, TX)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Antonio/ Investment - Management -Specialist\_25030384-2) **Job Description:** Merrill ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and… more
- JPMorgan Chase (Tempe, AZ)
- …this is the team for you. As a Personal Advisor, in JP Morgan's Wealth Management 's National Branch Personal Advising group, you will partner with clients ... clients with investment portfolios that are designed and managed by JP Morgan's Chief Investment Officer. You will also provide advice to existing clients as… more
- JPMorgan Chase (New York, NY)
- …financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking JPMorganChase, one of the oldest ... looking for a talented Vice President to join The Chief Data and Analytics Office (CDAO) team at JPMorgan...of 5 years of strategy experience from a premier management consulting firms and/or another internal strategy group. +… more
- JPMorgan Chase (New York, NY)
- …financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking JPMorganChase, one of the oldest ... looking for a talented Executive Director to join The Chief Data and Analytics Office (CDAO) at JPMorgan Chase....of 8 years of strategy experience from a premier management consulting firms and/or another internal strategy group. +… more
- JPMorgan Chase (Atlanta, GA)
- As a Personal Advisor, in JP Morgan's Wealth Management 's National Branch Personal Advising group, you will partner with clients to create custom financial plans ... clients with investment portfolios that are designed and managed by JP Morgan's Chief Investment Officer. You will also provide advice to existing clients as… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... + Community engagement opportunities + And more! Seeking a Chief of Staff to partner with the head of...supporting the EVP, Operations and executive team in the management and expansion of operations, strategy, and the implementation… more
- BlackRock (San Francisco, CA)
- …5 or more years of experience in strategy, consulting, corporate development, chief -of-staff/COO support, or financial services/asset management . + The ability ... **About this role** The Global Marketing & Digital Wealth organization at BlackRock is a dynamic function that plays a meaningful role in helping drive the firm's… more
- Huntington National Bank (Columbus, OH)
- …with exposure to two or more of the following areas: Financial Planning, Chief Investment Office, Portfolio Management , Huntington Financial Advisors ... 27 - Friday, August 7 and are offered in all of our business segments. Huntington offers Wealth Management Internships through a rotational learning experience… more
- Nanobiosym, Inc. (Cambridge, MA)
- …and corporate strategy. This individual must have a proven track record in investment banking, Wall Street finance, Big 4 audit, and executive-level leadership at ... liaison with Wall Street analysts, Institutional investors, Family Offices, Sovereign Wealth Funds and industry stakeholders to communicate the company's financial… more
- KeyBank (Brooklyn, OH)
- …you will work closely with line of business partners and research analysts in the Chief Investment Office to: + Develop and maintain a deep understanding of fund ... of equity and fixed income funds presented by the Chief Investment Office. + Identify, assess, and...certifications + Experience working in a private bank or wealth management environment + Familiarity with regulatory… more
- Bank of America (Pennington, NJ)
- …The Investment Advisory Specialist (IAS) will support Financial Advisors and Wealth Management Specialists on all Merrill Lynch Managed Assets platforms in ... Firm's clients. Advice and guidance is informed by our Chief Investment Office around portfolio construction, ...advisory business **Skills:** + Active Listening + Advisory + Investment Management + Presentation Skills + Sales… more
- Bank of America (Frisco, TX)
- …for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment /manager selection, ... following: + Advice and guidance is informed by our Chief Investment Office that revolves around portfolio...**Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth Planning… more