- Citigroup, Inc. (Miami, FL)
- …investment needs of ultra-high net worth clients in the US. Responsibilities: Investment counselors joining Citi Private Bank will be distinguished and highly ... The Investment Counselor Principal is a strategic professional who...technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to… more
- US Bank (Minneapolis, MN)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...(WCF), a specialized finance group within Wholesale, Corporate and Investment Banking (WCIB), provides a range of working capital… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead… more
- Deutsche Bank (New York, NY)
- …Servicing & Marketing . Primary contact and first reviewer of select investment vehicles, which includes reviewing monthly accounting close packages and review of ... of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our...such as Portfolio & Asset management, Client Service & Marketing , external service providers, and clients. Role Details As… more
- Citigroup, Inc. (New York, NY)
- …the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Assist the Banker in deepening the existing client relationship through ... deep-dive analysis Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a… more
- Webster Bank (Hamilton, NY)
- …and our colleagues achieve their financial goals. As a leading commercial bank , we remain passionate about serving our clients and supporting our communities. ... are Webster's values, these set us apart as a bank and as an employer. Come join our team...opportunities, and enjoy meaningful work! Position Summary The Director, Investment Services Compliance is responsible for assisting the Managing… more
- JPMorgan Chase & Co. (Walnut Creek, CA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment… more
- BNP Paribas (Jersey City, NJ)
- … Bank 's sustainability-related product offerings through the development of marketing materials and execution of campaigns. Regulation Compliance: Adhere to legal ... Business Overview: * The main objectives of the Marketing team are to: oProvide strategic and executional support to BNP Paribas' Global Markets and Corporate… more
- Royal Bank of Canada (New York, NY)
- …for leading the development of impactful thought leadership programs and content marketing strategies that support the capital markets business globally. This role ... is a critical part of the Client and Marketing Strategy team and provides a unique opportunity to partner with business leaders in support of RBC Capital Markets'… more
- US Bank (Greenacres, WA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Fifth Third Bank (Dayton, OH)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II ... needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using… more
- Fifth Third Bank (Chicago, IL)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I ... limited to lobby leadership (Financial Centers) or aisle time ( Bank Marts) and tele-consulting. This role is responsible for...using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and… more
- The Symicor Group (New Haven, CT)
- …and business development programs to increase customer engagement and support the bank 's growth initiatives. Direct oversight of Marketing and Business ... brand equity, marketing and communication strategies that align with the bank 's mission and strategic goals. Develops and executes digital marketing , social… more
- Santander Holdings USA Inc (Buzzards Bay, MA)
- …business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. Maintain ... for identifying needs, understanding client objectives, and making appropriate investment /insurance recommendations consistent with compliance standards in an effort… more
- JPMorgan Chase & Co. (New York, NY)
- …Opportunity Employer, including Disability/Veterans About the Team JP Morgan's Commercial & Investment Bank is a global leader across banking, markets, ... with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in… more
- Ares Management Corporation (Los Angeles, CA)
- …Education: Bachelor's Degree Required Experience Required: 7+ years of experience at a global investment adviser or investment bank - Control Room and/or ... teams that operate collaboratively based on the Firm's overall structure: Investment Adviser Compliance, which oversees implementation of global policies and… more
- Bank of Montreal (El Cerrito, CA)
- …processes. Applies the risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with ... home financing, in accordance with sound credit granting principles and with the Bank 's policies and procedures. Acts as a key member of a collaborative and… more
- ANB Bank (Castle Rock, CO)
- …excellence. The bank helps each of its communities prosper through investment , sponsorship, philanthropy, and employee volunteerism. It is a passion ANB has for ... Description ANB Bank has financial strength embodied in $3 billion...for assigned branch locations. Proactively seeks new customers through marketing and prospecting. Refers customers to other areas of… more
- BayPort Credit Union (Newport News, VA)
- …are also required. Previous experience working in credit union or community bank environment preferred. Investment Representatives are employed by BayPort Credit ... BayPort Credit Union is seeking a Licensed Investment Representative to help employees, credit union members and new clients reach their financial goals by providing… more
- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, ... services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed… more
