- Bank of America (Wellesley Hills, MA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wellesley-Hills/Merrill-Financial-Solutions- Advisor Suburban-Boston-Market\_25014734) **Job ... introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this… more
- City National Bank (New York, NY)
- …Interact with clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary...that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client asset… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in investment and financial planning, in addition to capital markets and asset management . The Supervision department partners closely with the business ... education options. **Job Summary:** Raymond James is hiring a Supervision Senior Advisor to review and analyze account disclosures and transaction reviews to detect… more
- Oriental Bank (San Juan, PR)
- …(3) years of experience in finance or related fields such as economy or asset liability management required. + Minimum education and experience required ... The Advisor , Finance and Accounting (Treasury) assist in overseeing...credit reviews as well as reports presented to the Asset Liability Team and any other Treasury… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in investment and financial planning, in addition to capital markets and asset management . The Supervision department partners closely with the business ... continuing education options. **Job Summary:** Raymond James is hiring a Supervision Advisor to review and analyze potential rule violations and ensure adherence to… more
- St. Luke's University Health Network (Sellersville, PA)
- …of its employees. The employees of St. Luke's are our most valuable asset ! Individually and together, our employees are dedicated to satisfying the mission of ... ability to pay for health care. The responsibilities of the Residential Advisor include partnering with residents in their daily activities according to their… more
- First Horizon Bank (Birmingham, AL)
- …Demonstrable subject matter expertise in one or more of the following areas: Asset and Liability Management (ALM), Capital Planning, Stress Testing ... audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the...with a deep understanding of banking and financial risk management ; + provide critical assurance and advisory services on… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in investment and financial planning, in addition to capital markets and asset management . The Supervision department partners closely with the business ... violations to ensure adherence to securities industry regulations and limit firm liability . Works independently on difficult assignments that are broad in nature… more
- Lilly (Indianapolis, IN)
- …service providers, ensuring competitive pricing and service excellence ** Liability Management & Risk Mitigation** + **Direct integrated asset - liability ... alignment with business planning and demographic trends + **Execute liability -driven investment strategies** including duration management , interest rate… more
- Athene (West Des Moines, IA)
- …with other miscellaneous derivative activities including trade booking, derivative pricing, and asset liability management -related activities. The focus of ... work with the Portfolio Managers to assist in the management of the firm's hedging programs in accordance with...timely basis, which are used by portfolio managers and asset liability managers in assessing various portfolio… more
- City National Bank (Chicago, IL)
- …developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. ... decisions, to achieve clients' investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. *… more
- Robert Half Finance & Accounting (Chicago, IL)
- …analytics to improve efficiency and reporting capabilities. + Serve as a strategic advisor on project and asset financial matters, providing insights to ... settlement accounting + Defined contribution plans and contributions + Auto liability including actuarial coordination and review of claims administration and… more
- City National Bank (Beverly Hills, CA)
- …business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset allocation, ... in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of… more
- PNC (Pittsburgh, PA)
- …deliverables including working with key business and internal finance partners (Corporate Control, Asset and Liability Management ) to evaluate and challenge ... and collaborative team committed to providing C&IB executive and senior management strategic counsel, meaningful reporting and analysis and critical insights into… more
- Army National Guard Units (Fort Buchanan, PR)
- …Office. DUTIES: As a PROGRAM ANALYST (D1905000), GS-0343-9, you will provide management with objectively based information to effectively assess the full range of ... logistical asset accountability of all units/activities within the state. The...techniques and recommends corrective action for each. Serves as advisor to the USPFO and his staff members regarding… more
- Fannie Mae (Plano, TX)
- …to multifamily or corporate initiatives, low-income housing tax credit (LIHTC) investments, and asset management or regulatory concerns. You will act as a ... in the housing ecosystem. In this role, you will consult with team members and management to provide core legal counsel and services to the company on a variety of… more
- Citigroup (Los Angeles, CA)
- …Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. Citi… more
- BlackRock (New York, NY)
- …focused on providing clients with highly scalable portfolio analytics, risk management , liability -driven investing, pension solutions, regulatory advice, and ... BlackRock Aladdin is uniquely positioned to address the industry's risk management , portfolio construction and financial technology demands. The various business… more
- EPAM Systems (San Jose, CA)
- …& Gas industry, including trends like energy transition, sustainability initiatives, asset management , and digital operations. Experience selling or consulting ... best practices in Oil & Gas digital transformation + Serve as a trusted advisor and primary point of contact for AWS-related initiatives, staying abreast of AWS… more
- City National Bank (Newark, DE)
- …second line of defenseSpecific experience and knowledge will be gained in:* Cross- asset and cross-product investments* Management of real time risk, reporting, ... include, but not limited to: Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business… more