- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and work experience. * Three (3) or more years' experience in financial services / operations including one (1) year as team lead or leadership experience in a ... Summary** Provides direction, leadership and support for assigned department in Operations . Implements business plans and ensures policies and procedures are… more
- T. Rowe Price (Baltimore, MD)
- …to explore the opportunity to join us and grow your career with us. Scope The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and ... Group and is a collaborative member of the TRPIM investment process. The primary purpose of the Lead...groups within the firm including investments, client service, and operations . May be involved in client presentations and/or due… more
- Aristotle Capital Management (Newport Beach, CA)
- …Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio ... long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment … more
- BlackRock (New York, NY)
- …events, and internal stakeholders + Present to clients and prospects, and is a lead representative for the SMA solutions platform + Partner with Enterprise RMs, ... **About this role** **About BlackRock SMA Solutions** BlackRock SMA Solutions helps...helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity,… more
- BlackRock (Princeton, NJ)
- …Sales, Research, Operations , Marketing and COO. Key Responsibilities: + Help lead key projects and execution on commercial priorities + Coordinate and manage ... **About this role** **About BlackRock SMA Solutions** BlackRock SMA Solutions helps...helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity,… more
- Morgan Stanley (Seattle, WA)
- …day responsibility for client contracts in the retail Separately Managed Account ( SMA ) business, including drafting and reviewing standard investment management ... global financial services firm providing a wide range of investment banking, securities, wealth management and investment ...on what's important to them and their clients. A leader in custom solutions for more than 30 years,… more
- BlackRock (Sausalito, CA)
- **About this role** **About BlackRock SMA Solutions** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or ... investment exposures across direct indexing, fixed income, active equity,...collaborative Client Contract Associate to support our growing Client Operations and Client Experience Management teams based in Princeton,… more
- Bank of America (Jersey City, NJ)
- …such as enrollment docs, contract, disclosure documents, and procedure manuals, partner with Operations and other ad hoc issues The Investment Solutions Group is ... more than $500B in AUM, 800+ strategies and 150+ Investment Managers across the platform. Responsibilities: + Lead...to resolution. + Assist in the maintenance of both SMA and Model inbox and ensure correspondence is responded… more