- Citigroup (Irving, TX)
- …of new products to the end-to-end customer experience. + Strong knowledge of wealth management , broker dealer, investment adviser functions preferred. + ... and help Citi reach business goals. **Responsibilities:** + The Internal Audit Wealth team is responsible for providing independent assurance over the key risks… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Executive Assistant , Investment Banking **Requisition ID:** 229809...Global Banking & Markets provides a full range of investment banking, credit and risk management products… more
- Atria Wealth Solutions (Williston, VT)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one...Ability to work well with all levels of internal management and staff, as well as outside clients and… more
- Bank of America (Walnut Creek, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, ... understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to… more
- Citigroup (Washington, DC)
- …**Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and… more
- Trustco Bank (Albany, NY)
- …Title:** Wealth Management Manager II - Investments **Reports to:** Wealth Management Assistant Vice President - Investments **FLSA Status:** Exempt ... responsible for researching, reviewing, and processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts… more
- US Bank (Naples, FL)
- …new skills and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support ... representative functioning as the primary, daily contact between Wealth Management , Trust, Banking, or Investment clients and US Bank. Working within… more
- Trustco Bank (Albany, NY)
- **Job Title:** Trust Administrator **Reports to:** Wealth Management Assistant Vice President **FLSA Status:** Non-Exempt **Salary Grade:** NE18 ... + Processes bills, evaluates cash balances, estimates taxes, and works with investment managers to raise capital for assigned client load. + Schedules client… more
- Kestra Financial (Deerfield, IL)
- …in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... we have been helping our clients protect their current wealth and create long-term financial plans for more than...skills, both verbally and in writing + Strong time management and organizational skills; able to work independently and… more
- JPMorgan Chase (New York, NY)
- …an office in London. Highbridge Capital Management ("HCM") is seeking a Trading Assistant for our investment team. The team is responsible for managing all ... firm. Over the years, it has developed a diversified investment platform that includes hedge funds, co- investment ...Assistant will play a vital role in the management of the Firm's efforts to invest in the… more
- Wellington (Boston, MA)
- …those of our clients. **About the Role** The Wealth team seeks an Executive Assistant (EA) to support the relationship management efforts of the firm's US ... **About Us** **Wellington Management ** offers comprehensive investment management...wealth business. The Executive Assistant plays an integral part of our client-facing efforts… more
- University of Pennsylvania (Philadelphia, PA)
- …of health and wellness programs and resources, and much more. Posted Job Title Assistant Director of Research, Prospect Management , and Data Analytics - Penn ... and in collaboration with Penn Engineering development staff, the Assistant Director for Research, Prospect Management , and...or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. + Time Away… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory ... division of World Insurance, is looking for an executive Assistant to join our team. Reporting to the President,...billion in assets across a variety of channels including investment management and retirement plan consulting services.… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Executive Assistant **Requisition ID:** 235195 **Salary Range:** 61,200.00 -...Global Banking & Markets provides a full range of investment banking, credit and risk management products… more
- Regions Bank (Shreveport, LA)
- …into the careers section of the system. **Job Description:** At Regions, the Portfolio Management Assistant supports the Asset Management business segment in ... a related field or + High School Diploma and two (2) years of relevant Wealth Management or banking experience **Skills and Competencies** + Ability to manage a… more
- Columbia Bank (Greenwood Village, CO)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village, Colorado Irvine, California **Description** **About Us:** At ... liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction. +...+ Assist Financial Advisor with client support and time management . + Process confidential information + Open, maintain and… more
- Access Dubuque (Dubuque, IA)
- …delivered by faculty with substantial industry experience in corporate finance, wealth management , or banking. Relevant professional credentials (eg, CFP, ... Assistant Professor of Finance **University of Wisconsin-Platteville** 1...clearly note: + Work experience in corporate finance, banking, wealth management , or other financial role. +… more
- Robert Half Finance & Accounting (Newark, DE)
- …are not limited to: . 1+ years of administrative experience in financial services/ investment / wealth management industry strongly preferred . MUST be ... as needed . Technology Utilization . Maintain strong client relationships . Risk Management Requirements The ideal Portfolio Assistant will have a Bachelors… more
- HUB International (Moon Township, PA)
- …financial consulting firm providing an array of services, ranging from investment management , insurance and retirement consulting services. Our growing ... aggregation of entrepreneurs and leaders recognized for their excellence throughout the wealth management & insurance community. **POSITION SUMMARY** : The… more
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