- Truist (Bethesda, MD)
- …the essential functions. + Entry Level / 1 - 6 years in the role as an Investment Support Specialist /Fiduciary Support Specialist , trust experience, ... centers of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional office. Provide… more
- Bank of America (Washington, DC)
- Wealth Management Specialist Washington, District of Columbia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Bank of America (Hunt Valley, MD)
- Wealth Management Specialist (FP) Hunt Valley, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Bank of America (Washington, DC)
- Investment Management Specialist Washington, District of Columbia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest… more
- Lincoln Financial (Annapolis, MD)
- …opportunity. **Requisition #:** 74591 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and ... aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop...and is known by them. + Works effectively to support growth of Lincoln's alternative investment offerings… more
- S&P Global (Washington, DC)
- **About the Role:** **Grade Level (for internal use):** 11 **The** **Role:** Investment Management Product Specialist - Quantitative Consultant **The Team:** S&P ... specialized data feeds and analytical products. **Impact & Responsibilities:** The Investment Management Product Specialist - Quantitative Consultant is expected… more
- Cherry Bekaert (Annapolis, MD)
- …Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or ... + Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to… more
- Truist (Baltimore, MD)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- TD Bank (Washington, DC)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results + Accountable for… more
- Bank of America (Baltimore, MD)
- …a seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits * Proactive identification ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more