- TD Bank (New York, NY)
- …development and relationship management on behalf of TD Bank with regards to Registered Investment Advisor firms [RIAs], independent advisors and end ... RIA firms, advisors and their clients. The Senior Wealth Lending Advisor is a high-touch...complex custom Private Banking solutions [principally securities-based lending] to Registered Investment Advisors in the TDA Institutional… more
- Charles Schwab (Lone Tree, CO)
- …to both retail and registered investment advisor ( RIA ) clients. Within WAS, the Senior Manager, Third-Party Asset Manager Centralized Relationship ... Management will be a part of the Investment Offers & Solutions (IOS) group's Mutual Fund and...Offers & Solutions (IOS) group's Mutual Fund and ETF platform relationship management team. Our mission is to provide… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …training to support, manage and coordinate the onboarding and servicing of Independent Registered Investment Advisor ( RIA ) firms, Independent ... investment advisers to the RCS custody and clearing platform . This role assists senior team members...custody and clearing platform . This role assists senior team members in coordinating onboarding activities, maintaining documentation… more
- Charles Schwab (Austin, TX)
- …Advisor Services Technology (AST) exists to support the premier digital custodial platform for independent RIA firms by creating purposeful, efficient, and ... enable simplified and intuitive technical solutions for their operational needs. In Advisor Services Technology (AST) this team directly supports Advisor Trading… more
- BlackRock (Princeton, NJ)
- …**Primary Responsibilities:** **Develop deep relationships across all aspects of an advisor 's business** **Deliver fiduciary and investment insights through ... USWAs mandate is to deliver One BlackRock to third-party intermediaries like RIA 's and Financial Advisors from wirehouse, regional and independent firms.** **Role(s)… more
- T. Rowe Price (New York, NY)
- …management solutions to our diverse client base which include Banks, Broker/Dealers, RIA , TAMP's, and Intermediary Platform providers throughout the United ... make others around them successful. + Experience with the US investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks,… more
- JPMorgan Chase (Boston, MA)
- …you will lead our enterprise efforts and secure new partnerships for our tax-smart investment platform . You will be a team player who brings energy, creativity, ... of tech stack and workflow at the enterprise and advisor level + Understanding of tax management, tax overlay,...tax management, tax overlay, and direct indexing + Trusted, senior contact at key firms within our target market… more