- Citigroup (New York, NY)
- The Product Specialist is an intermediate level position responsible for the development of product plans, strategies and tactics in coordination with the Product ... and forecasting + Demonstrated knowledge of product development, financial acumen, and investment processes across asset classes + Ability to work unsupervised and… more
- JPMorgan Chase (Columbus, OH)
- **Global Security Command Center Specialist - Analyst ** **Organization Description** Our professionals in our Corporate Functions cover a diverse range of areas ... 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,...that information to other security professionals for response. The Retail GSOC Command Center Specialist is responsible… more
- Banc of California (Santa Ana, CA)
- …various transaction & risk monitoring tools/systems. + Knowledge of various non- retail banking products and services including; merchant services (if applicable), ... deposit, investment , treasury and cash management, equipment lending, commercial real...or financial services firm preferred. + Certified Anti-Money Laundering Specialist (CAMS), Certified Fraud Examiner (CFE) certification, Certified Financial… more
- Charles Schwab (Omaha, NE)
- …increase their investment choices within the plan. The Participant Group Specialist will directly interact with a variety of clients including plan participants, ... quo" and transform the finance industry together. **Personal Choice Investment Services** (PCIS) Participant Services works directly with Self-Directed Brokerage… more
- S&P Global (Dallas, TX)
- …the Role:** **Grade Level (for internal use):** 08 **Role: Compliance Business Analyst ** **The Team:** WSO Compliance provides reporting solutions for fund managers ... detailed analysis in support of these customized software applications. The Business Analyst will independently manage a client base consisting of Wall Street… more
- Truist (Houston, TX)
- …planning and investment concepts and an advanced working knowledge of retail banking and trust and fiduciary services + Continued education and increase acumen ... enrollment in professional level certification programs such as Chartered Financial Analyst , Accredited Asset Management Specialist , Certified Financial Planner,… more
- Truist (Charlotte, NC)
- …knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail ... (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified… more
- Truist (Ormond Beach, FL)
- …knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail ... (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified… more