- BMO Financial Group (San Francisco, CA)
- …assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support national business growth while focusing ... Wealth Advisors to support their delivery of wealth management solutions. + Provides proactive, integrated...CFP or similar designation required + MBA considered an asset . + JD/LL. M is considered an … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …San Francisco with a Hybrid schedule. Join a well-established and globally respected asset management firm known for delivering diverse financial solutions to ... or email for additional info and immediate consideration. Requirements + 8+ years of wealth management experience. + MUST HAVE CFA, CFP or CIMA. + Series… more
- Robert Half Legal (Minneapolis, MN)
- …cases involving business valuations, trust or estate planning elements, and substantial wealth management issues. + Excellent written and verbal communication ... an opportunity to join a firm where your expertise in matrimonial law, asset protection, and high-stakes negotiations will be valued? We are seeking a skilled… more
- Neuberger Berman (New York, NY)
- …and trading decisions. Develop mathematical or statistical models for risk management , asset optimization, pricing, or relative value analysis. Perform ... and internal partners. Work with fund administrators, custodians, and portfolio management software to reconcile trades and positions. Integrate ESG into the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Risk Management + Identifying and managing risks to the family's wealth , including insurance and asset protection strategies. Estate Planning + Preparing ... for the transfer of wealth across generations, including wills, trusts, and succession planning....Overseeing day-to-day financial operations, bill payments, and cash flow management . + Coordinating with third-party providers + Preparing financial… more
- Robert Half Legal (Eden Prairie, MN)
- …for seasoned professionals eager to leverage their legal background to help wealth managers navigate alternative investments. About the Role This critical position ... providing clarity on complex alternative investment products to empower wealth managers. The hiring organization specializes in simplifying investment complexities,… more
- Santander US (Miami, FL)
- …contributor **Technical Knowledge** * Strong knowledge of AML/BSA/KYC and/or Private Banking/ Wealth Management processes, risks and controls * Proficiency in ... industry. We believe that our employees are our greatest asset . Our focus is on fostering an enriching journey...and testing for outstanding audit and regulatory comments for management reporting and continuous auditing process. * Participates in… more
- Covr Financial Technologies (Hartford, CT)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M -F, hours subject to territory TRAVEL: Up to 10%...to achieve sales targets. + Partners closely with account management in order to advance sales within region. +… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …role will consist of: managing a portfolio of trust accounts, assisting with asset management , maintaining account openings and closings, monitoring cash flow, ... Trust Administrator for this role should be proficient in financial management and accounting principles, and posses' excellent communication, interpersonal, and… more
- Santander US (New York, NY)
- …+ Partner closely with internal global teams across sales, banking, capital markets, and wealth management to help educate, develop, and advise clients on the ... industry. We believe that our employees are our greatest asset . Our focus is on fostering an enriching journey...to take a proactive and responsible approach toward risk management . **EEO Statement:** At Santander, we value and respect… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful ... on a regular basis * Monitor and update client asset allocations * Conduct due diligence on investment mutual...update the database regularly * Conduct ad hoc project management * Assist in portfolio performance updates * Provide… more
- Aegon Asset Management (Cedar Rapids, IA)
- …a wide range of centralized global IT services such as programming, database management , project management , agile/dev/ops, and more. We continue to maximize the ... and shareholders. Job Description The GTS Network Services team m anages and maintains the Aegon Global Network. The...for network stability, deployment of new technologies, and system management . They provide 3rd level support of the Aegon… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …is a leading Registered Investment Advisor with $10 billion in assets under management . They're seeking an energetic and dedicated Associate Advisor to join their ... materials for client meetings, showcasing analyses of cash needs and asset allocations. + Execute advanced spreadsheet analyses for intricate financial scenarios,… more