- Principal Financial Group (Baltimore, MD)
- **What You'll Do** This role drives sales activities for Principal Asset Management throughout DC, N. VA suburbs of DC, and Southern Maryland. This position ... for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) **Investment Code of Ethics** For Principal Asset Management positions, you'll need to… more
- Equitable (Charlotte, NC)
- Financial Planning Principal ( 250000J9 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time **Description** At ... that will help unlock your potential? The Financial Planning Principal serves as a key supervisory leader within the... serves as a key supervisory leader within the Wealth Management department, responsible for overseeing the financial planning… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through ... utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide… more
- Manulife (Atlanta, GA)
- Manulife Investment Management ("MIM") is the global wealth and asset management segment of Manulife Financial Corporation. Manulife Investment Management's ... leasing, capital expenditures, development, tenant relations, and oversight of other asset management team members. Reporting to the Managing Director,… more
- S&P Global (New York, NY)
- …other financial models including: DCF, comparable company / bond, and other intangible asset models + Experience of managing delivery of valuations and provision ... off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in… more
- Robert Half Management Resources (Fort Worth, TX)
- Description We are looking for an accomplished Managing Director of Finance & Operations to join a private family office located in Crowley, Texas. This role ... the family's comprehensive financial affairs, including investments, real estate, and asset management, while collaborating with legal, tax, and accounting advisors.… more
- Manulife (Boston, MA)
- …, is responsible for leading the transformation and financial stewardship of Global Wealth and Asset Management (GWAM) print and post operations. This role ... in leading transformative print and post operations, ideally within asset or wealth management. + Proven track...to adopt new ways of working. + Skilled in managing organizational friction and aligning diverse stakeholders toward a… more
- Manulife (Boston, MA)
- …you'll have the opportunity to conduct audits of our General Account Investments and Wealth and Asset Management businesses. At Manulife John Hancock, we are ... Lead and inspire a team of professionals in performing US and Europe Retail Wealth audit projects, reporting progress to AVP and VP. + Forge strong relationships… more
- Manulife (Boston, MA)
- …or a related field. Master's degree preferred. + 3-5+ years of experience in Wealth and Asset Management, with 2+ years in Operations management role. Prior ... involves executing on strategies to protect essential services and operations. By managing risk and fostering preparedness, this manager will ensure our business… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …income and principal payments distributed among multiple family members, while managing financial risk; + Execute the terms of any estate plan or document ... provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and… more
- Manulife (Boston, MA)
- …Team! You will lead several key initiatives within General Accounts and Global Wealth Asset Management team, driving us forward with innovation while protecting ... to create and deliver valuable functionality to our products across various asset classes. Furthermore, the role will provide industry leading service in application… more
- Robert Half Finance & Accounting (Crowley, TX)
- …of experience in senior finance roles, ideally within family offices or private wealth management. * Expertise in managing complex personal finances for ... Responsibilities: * Direct the management of personal financial affairs for the principal and their immediate family. * Supervise budgeting, forecasting, cash flow,… more
- Manulife (Boston, MA)
- …strategy, operations management, or a related field. + 4+ years of experience in Wealth and Asset Management, prior experience in global role preferred. + Proven ... on strategies to protect essential services and operations. By managing risk and fostering preparedness, you will ensure our...and tools. Bilingualism (English and French) is a strong asset . If the successful candidate is in Quebec, proficiency… more
- Manulife (Boston, MA)
- …standards of integrity and compliance in financial crime prevention globally. Our Global Wealth and Asset Management (GWAM) division plays a crucial role in ... financial crime compliance activities for North America. This includes managing AML, CTF, and ABC frameworks, serving as the...written and oral. + 5-10 years of experience in asset management, fund administration, or relevant areas of financial… more
- Manulife (Boston, MA)
- Manulife's Global Wealth & Asset Management (Global WAM) segment has embarked on an exciting journey that is transforming the organization by harnessing the ... transformation of the organization to ensure data is leveraged as a strategic asset supporting our business goals. The group's objectives include: + A single,… more
- Manulife (Boston, MA)
- …Join a dynamic team of meeting and event professionals within Manulife/John Hancocks Global Wealth and Asset Management division. As part of the Brand & ... is ideal for someone who thrives on juggling multiple priorities, managing complex logistics, and delivering exceptional event experiences. You'll be responsible… more
- JPMorgan Chase (New York, NY)
- …Highbridge Capital Management, LLC, founded in 1992, is a global alternative asset management firm. Over the years, it has developed a diversified investment ... to invest opportunistically across the capital structure and liquidity spectrum. Currently managing over $4 billion in capital, the firm strives to generate… more
- Citigroup (Boston, MA)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be… more
- Citigroup (New York, NY)
- The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but ... will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be… more
- HUB International (Dublin, OH)
- …services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 18,000 employees in ... description reflect general details as necessary to describe the principal functions of this job, the level of knowledge...quantifiable KPIs. Experience in a B2B environment is an asset . + A demonstrable understanding of marketing best practices… more
