- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description: Investment Relationship Manager The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is ... seeking an Investment Relationship Manager (IRM) for coverage of alternative...Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager . The Expertise\u00A0We re Looking ForSeries 7, 63 & 65 and Life ... key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business. The Skills\u00A0You BringExceptional… more
- Fidelity TalentSource LLC (Tampa, FL)
- Job Description:Central Relationship Manager To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the ... have an exciting opportunity for a remote, licensed Central Relationship Manager in the Greater Tampa Florida...potential clients via phone. Working in partnership with our advisor teams, you will build the path to an… more
- WSFS Bank (Berwyn, PA)
- …more than part of our name, it's our mission and our purposeThe Relationship Manager will primarily manage Private Banking relationships for high-net-worth ... and servicing of credit, deposit and wealth management servicesThe Relationship Manager will attend to the needs...loans and terms if within own lending limitsServe as Co- Advisor with in-house Investment Advisors to determine… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …7 & 63 licenses.Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industryExperience with ... shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client… more
- Fidelity TalentSource LLC (Boston, MA)
- …Advisers Advisor Oversight Team partners closely with Fidelity s investment management teams and key stakeholders to identify and mitigate risks associated ... with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product… more
- Fidelity TalentSource LLC (Durham, NC)
- Job Description: Senior Account Manager As a Senior Account Manager supporting Fidelity Health s Clients you will combine strong consultative account management ... and satisfaction. You will also help the Sales and Relationship Management Teams expand Fidelity s healthcare businesses and...satisfaction and retention. You will serve as a trusted advisor and primary point of contact to the client.Corporate… more
- Atria Wealth Solutions (Charlotte, NC)
- …Services, LP ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not NCUA/NCUSIF or ... (CFS) Allegacy Federal Credit Union is seeking a Licensed Investment and Banking Advisor to join their...among all lines of business to deepen the member relationship (Allegacy Investment Group, Retail Banking, Business… more
- PNC (Baltimore, MD)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Institutional Asset Management organization, you will ... field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. In this position, you will deliver OCIO (Outsourced Chief … more
- US Bank (Newport Beach, CA)
- …discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... open architecture where appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio… more
- Vanguard (Malvern, PA)
- …Does this role pique your interest? If so, the ideal candidate will have strong investment management and investment advisor business acumen, a background in ... direction of the testing and monitoring team. The Compliance Manager , Head of Fund & Advisor Inspections:...with applicable laws, and regulations. + Forms a strong relationship with Compliance Advisory partners to collectively serve to… more
- Bank of America (Columbus, OH)
- …+ Demonstrated track record of success + Proficiency in using Sales Force / Client Relationship Manager Tool + Strong understanding of the Financial Advisor ... Merrill Team Financial Advisor Columbus, Ohio **Job Description:** Merrill Wealth Management...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Bank of America (Providence, RI)
- Senior Investment Manager Providence, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... make a difference. Join us! **Job Description:** The Senior Investment Manager is responsible for defining and... is responsible for defining and owning the Financial Advisor (s) and/or Advisor Team(s) overall investment… more
- Equitable (Syracuse, NY)
- Advisor Assist Manager - Financial Professionals ( 2400008X ) **Primary Location** : UNITED STATES-NY-Syracuse **Other Locations** : UNITED STATES-UT-Salt Lake ... help unlock your potential? **Key Job Responsibilities** + The Advisor Assist manager role will be part...24 license + Expert knowledge of life, annuity and investment products. + Superior customer relationship building… more
- Atria Wealth Solutions (Austin, TX)
- …CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the ... Manager and train, if necessary, with Program Manager . + Drive investment and program integration...www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record… more
- Bank of America (Towson, MD)
- …Manager Towson, Maryland **Job Description:** The Senior Investment Manager is responsible for defining andowning theFinancial Advisor (s) and/or ... philosophythrough the development of portfolio strategy, and leading a sound investment management process. Would act as team CIO, leading the … more
- First National Bank of Omaha (Council Bluffs, IA)
- …Assets of < $500K. The Financial Advisor will be the primary relationship manager that delivers and/or brings in resources to deliver advice, guidance ... advisor who will serve clients ready to start with simple to moderately complex investment needs. Through an advisor led approach, the Financial Advisor … more
- Raymond James Financial, Inc. (Mobile, AL)
- …mission, strategies, and compliance guidelines. **Skill in:** * Operating client relationship manager system and other required software applications to ... level of client service. * Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings… more
- Charles Schwab (Lone Tree, CO)
- …Sales organization to deliver quality consulting engagements to our registered investment advisor (RIA) clients. These consulting engagements are opportunities ... third parties. This will be accomplished by partnering with Relationship Managers to identify advisor clients who...by partnering with Relationship Managers to identify advisor clients who merit and need help strengthening their… more
- Commerce Bank (Kansas City, MO)
- …fiduciary, investment management, and custody clients, and in their role as relationship manager is accountable for the overall client experience. The PCA ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management… more
