- Hired by Matrix (Bowling Green, NY)
- …a full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and ... Liaise with various internal and external stakeholders including Human Resources, Investment Management Controllers, Legal Entity Controllers, Financial and… more
- WSFS Bank (Berwyn, PA)
- …Mawr Trust Company of Delaware, Cash Connect(R), NewLane Finance(R), Powdermill(R) Financial Solutions , WSFS Institutional Services(R), WSFS Mortgage(R), and ... as for external centers of influence for wealth management services including investment management, financial planning, Trust and brokerage servicesCall on… more
- Fidelity TalentSource LLC (Boston, MA)
- …and Reinforcement Learning/Bandits applications (within a planning, advice, and financial investments domain).DE contributing and designing enterprise ... benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …management (using Git and Bitbucket).DE designing and developing Business Intelligence (BI) solutions to create dashboards and consumer ready reports, using ... benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients… more
- Hired by Matrix (New York, NY)
- …a full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and ... future job searches. Hired by Matrix has provided talent solutions to enhance organizations' team capacities for over three...ready to build your career by joining a global financial institution? If so, our client is hiring a… more
- Fidelity TalentSource LLC (Durham, NC)
- …benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients ... Architect Application Integration (Rest API, Messages, Streaming) at Fidelity Investments . Fidelity Enterprise Architecture Integration Services Center of Excellence… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …of customers by building the outstanding digital experience that helps them in financial planning, investing, and retirement solutions ?We are on a pursuit to ... benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients… more
- Fidelity TalentSource LLC (Durham, NC)
- …benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients ... or a similar engineering degree8+ years of experience in developing or analyzing technology solutions and working in an agile development team with a focus in … more
- Truliant Federal Credit Union (Wytheville, VA)
- …improve lives by putting our members first, providing great service and straightforward financial solutions . Our core values of Member Focus, Service, Guidance, ... with member-owners in order to identify, understand, and meet financial needs. Financial needs include consumer...needs include consumer and business deposit products, consumer and business lending products, investment products,… more
- Bank of America (Oregon City, OR)
- Financial Solutions Advisor - Consumer Investments - Northwest Region Bellevue, Washington;Wilsonville, Oregon; Oregon City, Oregon; Redmond, Washington; ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...money managed solutions + Recommends banking and investments strategies that align with client financial … more
- Bank of America (Cedar Park, TX)
- Financial Solutions Advisor- Consumer Investments -Greater Southern Texas Region Sugar Land, Texas;San Antonio, Texas; Houston, Texas; Houston, Texas; ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...money managed solutions * Recommends banking and investments strategies that align with client financial … more
- Bank of America (Charlotte, NC)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Charlotte, North Carolina **Job Description:** At Bank of America, we are ... as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee...care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals… more
- Bank of America (Modesto, CA)
- Financial Solutions Advisor Development Program- Consumer Investments - Central CA Region Danville, California;Fairfield, California; Madera, California; ... your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I (FSA I)**...will help to deliver Bank of America's core banking, investment solutions and approach to client care.… more
- PNC (College Station, TX)
- …prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers. **Work Experience** Roles at ... opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments , you will...financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Bank of America (Charlotte, NC)
- Consumer Investments - Margin and Options Complaints Program Manager Jacksonville, Florida;Hunt Valley, Maryland; Lincoln, Rhode Island; Rolling Meadows, ... for the Preferred Business Controls, Operations and Supervisions Organization within Consumer Investments . The Risk Programs and Initiative Execution Team… more
- Bank of America (Clayton, MO)
- Consumer Investments Market Leader - MO / KC Market Clayton, Missouri **Job Description:** At Bank of America, we are guided by a common purpose to help make ... is responsible for managing a team that may be composed of field-based Financial Solutions Advisors. Key responsibilities include driving local strategies and… more
- Bank of America (Houston, TX)
- Consumer Investments Market Leader - Northeast Houston Market Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help ... is responsible for managing a team that may be composed of field-based Financial Solutions Advisors. Key responsibilities include driving local strategies and… more
- JPMorgan Chase (Chicago, IL)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... + CPA or equivalent preferred JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers,… more
- Banner Health (Scottsdale, AZ)
- …including sourcing and screening. 2. Leads and continually improves innovation investment processes and toolkits including: analytical models, financial impact ... companies. Partners with portfolio company leadership team to maximize Banner's financial returns. 6. Identifies potential new investment opportunities aligned… more
- JPMorgan Chase (New York, NY)
- …within a leading financial institution. **Job Summary** As a seasoned Investment Banking professional in the Consumer , Retail & Business Services Group, ... environment JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions...we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
