46 to 60 of 79
of Responsibilities (Grades 312 & 314 Develop portfolio strategies based upon internally or externally implemented investment strategies, with a goal of meeting the long term performance objectives of the total fund. Generate and/or evaluate prospective investment opportunities, including meeting with principals, conducting due diligence, conferring with outside parties an
Posted 3 days ago
Busey Bank
- Chicago, IL / Indianapolis, IN / Jacksonville, FL / 1 more...
Operational risk is the risk resulting from inadequate or failed internal controls and processes, people and systems, or resulting from external events. This role will lead the second line of defense oversight for operational risk for Busey. The Director of Operational Risk Management is responsible for the development and management of the operational risk program, inclu
Posted 4 days ago
The Investment Strategy Analyst is a contributor to the development and implementation of the Stifel CIO Office offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Investment Strategy Analyst may work at the direction of other members of the CIO Office, and may interact with both Financial Advisors and their clients. The position requires
Posted 4 days ago
Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint
Posted 5 days ago
This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100 150 clients with a Book of Business totaling between $5 million and $10 mill
Posted 5 days ago
Ascensus
- Dresher, PA / Greensboro, NC / Lake Mary, FL / 1 more...
This position will work closely with the Client Relationship Managers and Retirement Service Consultants to serve as the focal point for elite advisors and elite TPAs. Responsibilities include relationship management of elite advisors and elite TPAs ensuring a successful service experience, book of business retention and growth of existing business organically. Section 2
Posted 9 days ago
This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100 150 clients with a Book of Business totaling between $5 million and $10 mill
Posted 9 days ago
Fifth Third Bank
- Morton Grove, IL / Skokie, IL / Buffalo Grove, IL / 1 more...
Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint
Posted 10 days ago
A day in the life of a Investment Manager at Hackensack Meridian Health includes Assist in sourcing, evaluating, and recommending investment partners across a broad range of asset classes. Working with IO leaders, develop a pipeline of investment opportunities and funds. Partner with other IO teams to complete a comprehensive diligence process and prepare investment memos
Posted 11 days ago
Business Expertise Provide deep expertise in at least one business area or domain with a broad understanding of business and domains surrounding the main focus. Articulate this knowledge as an expert at the department level. Current State, Future State and Gap Analysis Independently assess and document current state across multiple processes, business areas and domains wh
Posted 12 days ago
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direc
Posted 12 days ago
Farm Credit Bank of Texas is a $37.3 billion wholesale bank that has been financing agriculture and rural America for over 100 years. Headquartered in Austin, Texas, we provide funding and services to rural lending associations in five states, and we are active in the nation's capital markets. While you may not be familiar with our name, Farm Credit Bank of Texas plays a
Posted 15 days ago
BE collaborative. BE a team player. BE the expert . Be all that and more at Colliers International. Join our team as a Financial Analyst, Capital Markets in Manhattan, NY Who you are You are great with numbers AND people. As a trusted and reliable member of our team, you bring a positive, customer service approach that benefits our clients and everyone you work with. You&
Posted 16 days ago
Who you are As a Director, Senior Analyst you will be a key player within an established Capital Markets & Investment Sales Team that is focused on middle market transactions across core asset types (retail, office, multifamily and industrial/flex) within the tri state area. The Team is consistently one of the top producing investment sales teams within the company, and w
Posted 16 days ago
Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint
Posted 17 days ago
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