- JPMorgan Chase (Newark, DE)
- …services to hedge funds and professional investors enabling them to finance their investment activities through a bespoke range of products tailored to suit the ... client 's needs. The range of services typically available to our Prime Brokerage clients are Global Custody (including Clearing, Custody and Asset Servicing),… more
- Alight (NC)
- **Financial Brokerage Specialist** **Are you a fast learner who is fascinated by Client interactions?** **Are you looking for a new opportunity to work in a ... at Alight Financial Services requires knowledge of the securities industry, brokerage investing, and other company services. Effective communication skills are… more
- Truist (Charlotte, NC)
- …is tasked with providing sales and operational support to Omni Channel, including Investment Care Center and Client Advisory Center. Responsible for ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions and… more
- JPMorgan Chase (Westerville, OH)
- …prospects uncover investment needs, while focused on delivering an exceptional client experience. + Take a proactive approach to identifying solutions + Possess ... while maintaining a strong commitment to diversity and inclusion. As a New Client Development Professional in JP Morgan Wealth Management, you will spend your day… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of over 5,000 investment products across these client channels in discretionary, advisory, full-service brokerage , and self-directed ... Bank, Chase Wealth Management, and JP Morgan Advisors platforms. + Delivering new investment products to these client channels + Negotiating with investment… more
- JPMorgan Chase (Westerville, OH)
- …this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on ... maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in JP Morgan Wealth Management, you will have the opportunity… more
- Cabrera Capital Markets, LLC (Chicago, IL)
- …in Chicago, IL Founded in 2001, Cabrera Capital Markets LLC is a growing investment bank and institutional brokerage firm. Headquartered in Chicago, IL the firm ... specializes in providing investment banking for municipal, corporate, and advisory clients, as...municipal, corporate, and advisory clients, as well as institutional brokerage services for municipal bonds, global equities, taxable fixed… more
- Cabrera Capital Markets, LLC (Chicago, IL)
- …revenue generation) Founded in 2001, Cabrera Capital Markets LLC is a growing investment bank and institutional brokerage firm. Headquartered in Chicago, IL the ... Position: Investment Grade Sales Location: Onsite in either New...municipal, corporate, and advisory clients, as well as institutional brokerage services for municipal bonds, global equities, taxable fixed… more
- JPMorgan Chase (Los Angeles, CA)
- …individual will accomplish this by having a broad understanding of the investment product offering (advisory, alternatives, and brokerage ), market insights and ... role the individual will need to be a subject matter expert on various investment platforms and products/ investment strategies and firm's investment themes… more
- JPMorgan Chase (Chicago, IL)
- …comprehensive pricing analysis to evaluate market trends, competitor pricing strategies, and client behavior + Performs market research to understand the local needs ... + Lead strategy to package a robust set of investment solutions for investing excess reserve and strategic cash...portal that is integrated across banking channels & businesses ( Brokerage , Securities, Treasury Services, etc.) + Develop and manage… more
- PNC (Philadelphia, PA)
- …the Investment Advisor Research group. Preferences/Skills: *Experience in investment firm operational research, prime brokerage experience, trade execution ... have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's Asset… more
- JPMorgan Chase (Palm Beach, FL)
- …helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...execute trades smoothly and seamlessly and tasked with managing brokerage activity + Sales experience including: profiling, overcoming objections,… more
- Charles Schwab (Phoenix, AZ)
- …career with a diverse team in a fast-paced environment? Charles Schwab's Alternative Investment Custody Services may be the place for you! We are responsible for ... and advisors compete and succeed in their business efforts. As an **Alternative Investment Custody Specialist** , you will leverage your passion and enthusiasm to… more
- JPMorgan Chase (Miami, FL)
- As an Investment Specialist within JP Morgan's Latin America Private Bank, you will be providing support to Investors in all aspects of their daily business routine. ... goal will be to assist Bankers in acquiring new clients and deepening existing client relationships. You will have the opportunity to work with a team of talented… more
- Charles Schwab (Melbourne, FL)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow ... and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and… more
- Charles Schwab (La Jolla, CA)
- …+ Financial business development experience (highly preferred) + Knowledge of brokerage /banking products and services + Strong client relationship building ... with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and… more
- Vanguard (Malvern, PA)
- …them to achieve their investment goals. Not only does the self-directed client base rely on the Retail Brokerage Platform, Vanguard's advice technology also ... Vanguard's mission to give investors the best chance of investment success. Through our retail brokerage offer,...you invest with clarity, and when you invest with care , you can get so much more in return.… more
- World Insurance Associates, LLC. (New York, NY)
- …and welfare plans, ideally gained in a benefit carrier service center and/or consulting/ brokerage firm + Strong client service orientation with a high sense ... World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top...260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead,… more
- HUB International (Hunt Valley, MD)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the ... our talent. We currently have an opportunity for a ** Client Relationship Manager** to join our **Employee Benefits** team...working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, EPIC. + Proficient in the use of… more
- Thrivent Financial (Westbury, NY)
- …Rogoff. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and ... utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative… more