- City National Bank (New York, NY)
- …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
- City National Bank (Los Angeles, CA)
- …portfolio across middle market, commercial banking, and mid corporate clients as well as asset management and/or entertainment firms. * Act as a senior ... * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE...law shall be subject to criminal penalties and civil liability . *Represents basic qualifications for the position. To be… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …with client accounts that may involve or expose the business to potential liability . * Assists management to implement adequate controls and quality assurance ... company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists...processes to address potential liability . * Keeps abreast and maintains working knowledge of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with client accounts that may involve or expose the business to potential liability . * Assists management to implement adequate controls and quality assurance ... company by combining the traditional roles of the Financial Advisor and Service Associate. The ideal candidate will have...processes to address potential liability . * Keeps abreast and maintains working knowledge of… more
- First Horizon Bank (Birmingham, AL)
- …Demonstrable subject matter expertise in one or more of the following areas: Asset and Liability Management (ALM), Capital Planning, Stress Testing ... audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the...with a deep understanding of banking and financial risk management ; + provide critical assurance and advisory services on… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in investment and financial planning, in addition to capital markets and asset management . The Supervision department partners closely with the business ... violations to ensure adherence to securities industry regulations and limit firm liability . Works independently on difficult assignments that are broad in nature… more
- Truist (Nashville, TN)
- …sheet and cash flow analysis, to include long term planning for retirement income. Asset / liability management and review is key to overall client planning. ... concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership...Work closely with the Financial Advisors and PCG Portfolio Management Officer to help the team devise the appropriate… 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 (Chicago, IL)
- …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
- Robert Half Finance & Accounting (Chicago, IL)
- …analytics to improve efficiency and reporting capabilities. + Serve as a strategic advisor on project and asset financial matters, providing insights to ... settlement accounting + Defined contribution plans and contributions + Auto liability including actuarial coordination and review of claims administration and… more
- BlackRock (New York, NY)
- …or investment exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our clients, from wealth ... and external webinars and events + Interact with portfolio management , research, business development and clients + Stay current...CFA, CFP, JD, CPA or experience as a wealth advisor a plus + Minimum 5 years in wealth… more
- City National Bank (Nashville, TN)
- …business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset allocation, ... in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of… more
- BlackRock (Atlanta, GA)
- …The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock ... quotas + Candidates with proven relationship building skills + Strong Passion for Asset Management Industry and Capital Markets **Skills and Qualifications** +… more
- Nike (Boston, MA)
- …leaders and HR partners, establishing yourself as a trusted talent acquisition advisor . Your recruitment expertise and knowledge of the external market will position ... experience every step of the way. As a trusted advisor to hiring managers and senior leaders, you'll provide...a pivotal role in attracting and hiring Nike's greatest asset -our people! **WHO YOU WILL WORK WITH** In this… 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
- Fannie Mae (New York, NY)
- …to multifamily or corporate initiatives, low-income housing tax credit (LIHTC) investments, and asset management or regulatory concerns. You will act as a ... in the housing ecosystem. In this role, you will consult with team members and management to provide core legal counsel and services to the company on a variety of… more
- City National Bank (Los Angeles, CA)
- …efforts across our businesses Specific experience and knowledge will be gained: * Cross- asset and cross-product investments * Management of real time risk, ... business areas: Commercial & Corporate Banking, Banking & Wealth Management , and Entertainment Banking * Trading and service support...* High Profile and High Net Worth Client and Advisor service * Data driven approach to safety, soundness,… 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
- Gilead Sciences, Inc. (Foster City, CA)
- …discovery and development of life-changing scientific innovations. Our employees are our greatest asset as we work to achieve our bold ambitions, and we're looking ... be opportunities to counsel and present to our business leaders including executive management across the company and serve as a representative in external forums.… more
- Takeda Pharmaceuticals (Cambridge, MA)
- …Global Project and clinical team strategy and deliverables working on the Asset Strategy, Clinical Development Plan, Clinical Protocols and other documents needed ... of Synopses, Protocols and the conduct of clinical studies. + Serves as an advisor to other clinical scientists involved in these activities, and is accountable for… more
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