- PNC (College Station, TX)
- … investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- AON (Chicago, IL)
- Aon Investments USA is looking for Senior Manager , Investment Compliance As part of an industry-leading team, you will help empower results for our clients by ... delivering innovative and effective solutions supporting our investment team. Your impact as a Senior Manager...+ Manage the compliance aspects of AIUSA's marketing / sales oversight program, including the review of marketing materials… more
- MassMutual (Springfield, MA)
- ** Investment Tax Manager - Special Projects & Strategic Initiatives** ** Investment Taxes, Corporate Tax Department** **Full-Time** **Springfield MA, Boston ... MA, or New York NY** **The Opportunity** As an Investment Tax Manager in the Investment...and foreign disregarded entities. + Assist in preparing wash sales analysis. + Assist with analyzing transactions for tax… more
- Scotiabank (New York, NY)
- Manager , US Investment Banking Product Control **Requisition ID:** 197379 **Salary Range:** 85,700.00 - 159,100.00 _Please note that the Salary Range shown is a ... winning team, committed to results, in an inclusive and high-performing culture. ** Manager , US Investment Banking Product Control (197379)** **Global Banking and… more
- HUB International (Omaha, NE)
- …outgoing, people-oriented person? If so, this is the career for you.** As a Manager of Investment Services **,** you will **build relationships** with clients ... your **career goals** **.** **Your job responsibilities as the Manager of Investment Services:** + Plan investments,...and macro level) at account review meetings. + Prepare investment presentations for new sales opportunities. +… more
- Regions Bank (Knoxville, TN)
- …section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. ... Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to...+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As a Product Manager Lead within PNC's Asset Management Group Investment Office organization, you ... agreed, help manage operational and administrative requests from Asset Management Group (AMG) Investment Advisors to a proprietary investment team. * Serve as… more
- UMB Bank (Kansas City, MO)
- As the ** Investment Manager -Treasury** , you will be responsible for assisting the Corporate Treasurer in the management of the company's asset/liability ... will spend your time:** + Responsible for the day-to-day execution of investment security purchases and sales , conducting and maintaining appropriate… more
- Burns & McDonnell (Kansas City, MO)
- **Description** The Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop ... long-range investment plans...utilities, municipal electric utilities, and electric cooperatives. This project manager will be a seller-doer, conducting sales … more
- Keurig Dr Pepper (Frisco, TX)
- …of multiple brand campaigns directly with media owners reporting to a Media Investment Manager with Keurig Dr Pepper's In-House Media team. This role ... (3 days in the office and work from home) Responsibilities: + Assist Media Investment Manager with media planning operations and DSP execution, collaborate with… more
- Deloitte (Columbus, OH)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... this may be the right role for you! We are looking for an innovative, analytical Manager who is ready to handle new challenges and join one of the largest Multistate… more
- Plante Moran (Chicago, IL)
- Tax Manager or Tax Sr. Manager - Investment Funds + Location: United States, Illinois, Chicago + Location: United States, Colorado, Denver + Location: United ... with potential corporate or individual tax clients + Actively participate in investment fund clients (private equity, venture capital, real estate, fund of funds,… more
- DLA Piper (Washington, DC)
- …discretion Preferred Requirements: + 10 years of leadership in a business development/ sales role, preferably from the investment funds or institutional limited ... ranked US Investment Funds Partners to drive DLA Piper's market-facing sales initiatives. You will assist in identifying new opportunities and will play a… more
- JPMorgan Chase (New York, NY)
- …related matters, including, but not limited to servicing clients, marketing investment strategies, product development and sales /retention strategy. Therefore, ... all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned...portfolios they represent as if they were the Portfolio Manager ("PM"). The IS should be fully integrated with… more
- Bank of America (Pennington, NJ)
- …by our Chief Investment Office that revolves around portfolio construction, investment / manager selection, asset allocation and best practices for creating a ... Investment Advisory Specialist Pennington, New Jersey **Job Description:**...a metrics driven perspective. **Required skills** : 5 years sales experience Bachelor's degree required 5+ years' experience in… more
- Morgan Stanley (Purchase, NY)
- …credit and lending, cash management, annuities and insurance, retirement and trust. Global Investment Manager Analysis (GIMA), a unit within Investment ... comprehensive manager research on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds… more
- Wellington (New York, NY)
- …and manager research, and partner with clients on factor-based investment solutions, including strategies to pursue customized risk and alpha objectives. The ... commercial skills, preferably in a relevant capacity such as institutional equity sales , investment management, investment consultant, product management, or… more
- Vanguard (Charlotte, NC)
- …allocation of internal resources to address client needs. + Collaborates with internal investment , finance, and sales partners to respond to investment ... legacy that fulfills their purpose in the world. This Investment Consultant's role helps fulfill this mission by partnering...Serves as a department expert on and vendor relationship manager for data systems and analytical tools. + Maintains… more
- PNC (Phoenix, AZ)
- …an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based ... on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. In this position, you will deliver OCIO (Outsourced Chief … more
- Atria Wealth Solutions (Charlotte, NC)
- …CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Licensed Investment and Banking Advisor to join their team in the Charlotte area. ABOUT ... position is an integral team member of the Allegacy Investment Group whose primary responsibility is to actively identify...for meeting the monthly goals set by the reporting manager . These goals include, but are not limited to,… more
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