- Raymond James Financial, Inc. (New York, NY)
- …Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with ... company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment … more
- Citigroup, Inc. (Paramus, NJ)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Goldman Sachs, Inc. (Dallas, TX)
- Job Description ASSET AND WEALTH MANAGEMENT The Asset and Wealth Management Division (AWM) invests in corporate equity and debt, real estate equity and ... a passion for investing. YOUR IMPACT The Asset and Wealth Management Division (AWM) Operations team is...grow. Founded in 1869, we are a leading global investment banking, securities and investment management… more
- Jefferies (Los Angeles, CA)
- …of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. At ... Private Wealth Strategist position within our Private Wealth Management groupwho is a self-starter with...and prior focus on planning for business owners and senior management level corporate executives JD or… more
- Franklin Templeton (Broomall, PA)
- Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. ... by Franklin Templeton, a diversified firm that spans asset management , wealth management , and fintech,...investment research experience required Experience serving as a Senior Portfolio Manager and Relationship Manager working with a… more
- Capco (New York, NY)
- …and opportunities in: Banking, Capital Markets, Finance Risk & Compliance, Insurance and Wealth and Investment Management . Capco's Wealth practice ... strategic client engagements and pursuits and building out our Wealth Management practice with a focus on...across people, policy, process & technology within exposure to senior client management . Develop thought leadership around… more
- PNC Financial Services Group, Inc. (Philadelphia, PA)
- …have an opportunity to contribute to the company's success. As a Senior Investment Risk Leader within PNC's Asset Management Group organization, you will be ... team of 3-5 Quantitative Risk Analysts *Oversee complex and significant portfolio investment risk management projects *Monitor and analyze fiduciary … more
- Focus Partners Wealth (Menlo Park, CA)
- …Exempt Position Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to ... Focus Partners Wealth seeks a motivated and qualified individual for...member of the clientservice team, working closely with the senior professionals of the firm todeliver exceptional advice and… more
- Morgan Stanley (Dallas, TX)
- …goals Provide monthly update of the NPA program to Wealth Management and Investment Management senior management and monthly update of the NPA ... management organizations, firm infrastructure groups and firm senior management on a regular basis. In...are not limited to: Provide global governance coverage for Wealth Management and Investment … more
- Goldman Sachs, Inc. (Dallas, TX)
- …form independent judgments Ability to effectively interact and build relationships with senior management and global stakeholders Proficiency in Microsoft Excel, ... communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New… more
- Mowery & Schoenfeld Llc (Lake Forest, IL)
- …interpersonal skills in tandem with strong analytical skills. The primary focus of our Senior Wealth Management Advisor is continuous support of our clients ... a passion for investments and helping others reach their financial goals through strategic wealth management ? Our rapidly growing wealth management … more
- Goldman Sachs, Inc. (New York, NY)
- …with other teams within ACF, and across CSG, investing teams and wealth management teams. Professional development initiatives provide opportunities to enhance ... amongst other ad hoc client requests and projects Respond to questions internally from senior management and sales channels Qualifications At least 7+ years in a… more
- RIA Recruiting (Katy, TX)
- McGee Wealth Management , a growing financial advisory & Investment Management firm located in Katy, TX, is seeking an Operations Manager to join our ... meetings with the help of our external consultant Serve as intermediary between senior management and support staff Requirements 5 years of experience in a … more
- Goldman Sachs, Inc. (Dallas, TX)
- …programs. The alternative investments platform is part of Goldman Sachs Asset Management , which delivers investment and advisory services across public and ... Job Description GOLDMAN SACHS ALTERNATIVES A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential,… more
- Bank of America (New York, NY)
- …positioned within the broader Investment Solution Group (ISG) organization supporting Wealth Management . The team is responsible for sourcing and managing ... and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are...compelling business cases on highly complex/technical topics that are senior executive ready Effective management of projects… more
- Goldman Sachs, Inc. (San Francisco, CA)
- … investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals. ... Job Description A career with Goldman Sachs Asset Management is an opportunity to help clients across...throughout the firm globally. Ability to work seamless with senior and junior investment team to drive… more
- Jefferies (New York, NY)
- …of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. At ... closings. Perform due diligence and market research. Collaborate with senior bankers and clients to develop tailored financing strategies. Qualifications:… more
- Equitable (Charlotte, NC)
- …an organization that will help unlock your potential? The key objectives of the Senior Relationship Manager on the Advisory and Investment Consulting Team are to ... or email us at ###@equitable.com . Community / Marketing Title: Senior Relationship Manager, Advisory and Investment Consulting Location_formattedLocationLong:… more
- Zions Bancorporation (El Segundo, CA)
- …teams to prepare materials for review and approval by senior management and/or committee(s) Significant knowledge of investment banking products, services ... to prepare materials for review and approval by senior management and/or committee(s) Significant knowledge of applicable investment banking regulations… more
- Carlyle (New York, NY)
- …(NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment ... Basic information Job Name: Senior Analyst, Valuation and Analytics Location: New York/340...to join our Product Control function within the Fund Management team for Global Credit. In this newly created… more
