- Guardian Life (New York, NY)
- …the team. **You have** + Up to two years of experience in a financial services organization in evaluating private placement investment opportunities. + Some ... contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off… more
- Guardian Life (New York, NY)
- …**You are** A highly motivated individual with proven experience in a financial services organization evaluating private placement investment opportunities. You ... contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off… more
- Guardian Life (New York, NY)
- …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... Reporting to the Chief Financial Officer Kevin Molloy, the Head of ...using sound judgment. In terms of the performance and personal competencies required for the position, we would highlight… more
- Guardian Life (New York, NY)
- …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off… more
- Guardian Life (New York, NY)
- …in areas such as private markets, structured investments , alternative investments , philanthropy, lending, and investment management. + Partner with FRs ... contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off… more
- Citigroup (Irving, TX)
- …ethical standards and making a positive impact on the communities we serve. US Personal Banking (USPB) serves our home markets with the largest consumer wallet in ... customers. USPB provides market leading banking, cards, lending, and investments products to its customers. We are looking for...As a Design & UX executive supporting our US Personal Banking business line, you'll lead a large team… more
- Guardian Life (New York, NY)
- …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... targets, assessment of specific opportunities, supporting due diligence, performing financial analysis/evaluation, and preparing PowerPoint decks for internal executives.… more
- Guardian Life (New York, NY)
- …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... success of critical initiatives, driving analytics insights and evaluating partnership investments . Working closely with product and strategy business partners, you… more
- WEPOWER (St. Louis, MO)
- …with access to capital, coaching, and connections, and launched a one-of-a-kind investment fund. We envision a future where systems are accountable to powerful ... to the right forms of capital (grants, loans, and investments ) to scale and sustain their businesses + Manage...in with the Kiva team to ensure compliance and fidelity to the model, supporting entrepreneurs with setting up… more
- CIBC (San Francisco, CA)
- …experience in trust and account administration and/or investments + Experience in personal tax, financial planning or investment management + Strong ... prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly… more
- UMB Bank (Kansas City, MO)
- …and Fidelity Wealthscape Proficiency with eMoney client portal and financial planning software. + Proficiency in Workday, Peoplesoft, Archer, Skillport and ... manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We...a wealth management institution. + You have knowledge of Personal Trust, Custody, and Investment Management service… more
- Stanford Health Care (San Jose, CA)
- …salary, based on your years of service. You can choose from a variety of investment options through Fidelity Investments to make your hard-earned dollars go ... programs, employees are eligible to join the Stanford Credit Union, our financial collective that offers competitively priced loans, credit cards, checking accounts,… more
- Stanford Health Care (Palo Alto, CA)
- …salary, based on your years of service. You can choose from a variety of investment options through Fidelity Investments to make your hard-earned dollars go ... programs, employees are eligible to join the Stanford Credit Union, our financial collective that offers competitively priced loans, credit cards, checking accounts,… more
- Stanford Health Care (Palo Alto, CA)
- …salary, based on your years of service. You can choose from a variety of investment options through Fidelity Investments to make your hard-earned dollars go ... programs, employees are eligible to join the Stanford Credit Union, our financial collective that offers competitively priced loans, credit cards, checking accounts,… more
- Stanford Health Care (Palo Alto, CA)
- …salary, based on your years of service. You can choose from a variety of investment options through Fidelity Investments to make your hard-earned dollars go ... programs, employees are eligible to join the Stanford Credit Union, our financial collective that offers competitively priced loans, credit cards, checking accounts,… more
- Guardian Life (Pittsfield, MA)
- …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... new account reviews, trade reviews, email supervision, structured notes & alternative investments ! **You are** + A personable and reliable self-starter who requires… more
- Subaru of America (Camden, NJ)
- …plan management and budgeting; plan administration; design and interpretation; financial reporting; governmental reporting and disclosure; actuarial analysis and ... + Tax compliance of SOA's compensation, retirement, and benefit programs. + Financial reporting of salary and related costs - compensation and benefit program… more
- Guardian Life (New York, NY)
- …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... Management, you will support 2nd line of defense activities safeguarding Guardian's financial position. Enterprise Risk Management is a proactive group that builds… more
- Guardian Life (New York, NY)
- …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... overall compliance framework for PAS as a dually registered broker-dealer and investment adviser. The incumbent will lead the implementation and interpretation of… more
- Guardian Life (New York, NY)
- …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... of quarterly reporting and capital raising efforts + Collaborate with other areas of Investments and asset classes when needed + Be the internal SME in your sectors… more