- Wells Fargo (Philadelphia, PA)
- **About this role:** Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . The Branch Complex Senior Manager role will lead branch(es) within a… more
- Deloitte (Minneapolis, MN)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... The CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our...and expand our research and insights agenda across the investment management and wealth management … more
- Vanguard (Malvern, PA)
- …Uses quantitative and qualitative inputs to measure investment success. Presents investment opinions to senior management at various forums. 3. ... deliver on its mission. We are looking for a Senior Investment Director to join OMS to...related work experience, including five years' experience in portfolio management , analysis, and investment manager … more
- Insight Global (New York, NY)
- …as a key interface between investment teams, operations, technology, vendors, and senior management to align objectives and secure successful adoption of new ... management and influencing skills, with experience engaging senior investment professionals and C-suite leaders *...complexity and deliver pragmatic solutions * Background from an investment bank or asset manager (vs. pure… more
- Truist (Philadelphia, PA)
- …the following job description:** Responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) ... portfolio management and client communication cycle. 8. Based on investment reviews withclients, recommend, establish, monitor and adjust investment … more
- JPMorgan Chase (Jersey City, NJ)
- Join JPMorgan Chase as a Control Manager - Senior Associate within Treasury/Chief Investment Office! The Treasury/Chief Investment Office is responsible ... legal entities. As a Control Manager - Senior Associate within the Treasury/Chief Investment Office,...control deficiencies based on key reporting indicators; Facilitate change management reviews with Process Owners + Execute against the… more
- JPMorgan Chase (Jersey City, NJ)
- …mitigate compliance and operational risk. As a Control Manager - Senior Associate within Treasury/Chief Investment Office, you'll be responsible for ... Join JPMorgan Chase as a Control Manager ! Control Management maintains a strong...on the Global Execution Middle Office function, supporting the Investment Portfolio and Treasury Funding teams: + Maintain the… more
- PNC (Philadelphia, PA)
- …an opportunity to contribute to the company's success. As a Senior Investment Strategist within PNC's Asset Management Group Investment Office ... Strategic Planning **Competencies** Analytical Thinking, Effective Communications, Financial Engineering, Investment Management , Market Risk, Mathematics of Financial… more
- PNC (Philadelphia, PA)
- …have an opportunity to contribute to the company's success. As a Senior Investment Risk Leader within PNC's Asset Management Group organization, you will be ... Quantitative Risk Analysts * Oversee complex and significant portfolio investment risk management projects * Monitor and... management strategies and program execution. Typically manages manager (s) and serves as a senior risk… more
- JPMorgan Chase (Los Angeles, CA)
- …retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed ... and clients considering the use of an alternative asset manager within an investment portfolio . Managers...private credit and real estate + Proven experience in investment management sales; experience within a capital… more
- Microsoft Corporation (Redmond, WA)
- …in building a culture of inclusion. The **Treasury Operations team** is seeking a ** Senior Investment Operations Manager ** to lead key operational functions ... teams, trading counterparties, and internal stakeholders. + Oversee collateral management activities in coordination with legal and counterparty agreements. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Senior Accounting Manager at a Thriving Real Estate Investment Firm. This is a full-time ... reviews and ensure LPA compliance. + Prepare and improve reporting for management and investors, including KPI dashboards. + Support cash flow forecasting and… more
- Combined Jewish Philanthropies (Boston, MA)
- …JD, Finance, other) preferred. Experience: + A minimum of five years in investment management and/or development, with a knowledge of gift planning strategies, ... skills that make a bigger difference locally and globally. ** Senior Director of Donor Advised Funds and Investment...Partners** will report to the Vice President of Risk Management & Investment Partnerships, with a secondary… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Software Engineering Senior Manager within the Investment Solutions Technology team. This role is central to ... to meet business objectives and strategy, as well as conduct performance management for engineers and managers **Required Qualifications:** + 6+ years of Specialty… more
- CIBC (Boston, MA)
- …fiduciary) are integrated into day-to-day activities. **Client & Internal Engagement** + Support senior management and the investment officers by performing ... you'll be doing** We are seeking a highly motivated Senior Investment Analyst to join our Private...management and business development teams to provide sound investment management and advisory services. Furthermore, an… more
- Rensselaer Polytechnic Institute (Troy, NY)
- …working to resolve any issues or discrepancies. + Document appropriate and relevant investment management , cash, and debt processes, and assist with the ... Senior Financial Analyst, Investment and Treasury...Investment Operations and Treasurer in effectively overseeing RPI's investment , cash management , and debt programs. The… more
- Bank of America (St. Louis, MO)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Chicago, Illinois **To proceed with your application, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Saint-Louis/ Senior -Credit-Underwriter--Global-Wealth Investment - Management -Custom-Lending\_25025612) **Job Description:** At… more
- Citigroup (New York, NY)
- The Senior Audit Manager is a senior level management position responsible for managing a complex and critical unit within Internal Audit, in ... similar) preferred + Demonstrated successful experience in business, functional and people management + Proven ability to execute concurrently on a portfolio of high… more
- PNC (Indianapolis, IN)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be ... , Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management , Relationship Management **Competencies** Client… more
- T. Rowe Price (Baltimore, MD)
- …data changes on the rule library and manages projects assigned by the Lead Manager and/or the Investment Compliance management team. Responsibilities + ... in an evolving world. As a premier global asset management organization with more than 85 years of experience,...with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed… more
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