Average salary: $70,676 /yearly
More stats ...supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are... ...to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients...
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...Assurance Manager - Remote opportunity
This Jobot Job is hosted by: Tim Fallman
Are you a fit? Easy Apply now by clicking the... ...strong background in external audit or assurance w/ alternative investments, hedge funds, private funds, digital assets, and mutual funds...
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...Community Development Corporation (KCDC) provides much needed investment dollars for affordable housing and community development projects... ...the country. This role will be responsible for the asset management of a defined portfolio of KCDC’s equity investments. The Asset...
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...uses financial planning tools and other planning expertise.
Assists in the preparation of Client Investment Reviews.
As needed, recommends to Investment Managers solutions to Client problems.
Uses Advisor Desktop to document important Client information and interactions...
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...territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint... ..., achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES...
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...will advise clients of risks and opportunities associated with investing. This role will typically handle 100-150 clients with a Book of... ...are not limited to the following:
* Effectively and ethically manage a book of business consisting of approximately 125 clients with...
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...shareholders, partners and communities.
The Derivative Investment Accountant is part of the Investment group which is responsible... ...accounting for new transactions or new investment types and management of the risks, controls and client audit as it relates to investments...
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...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future... ...what we stand for as a firmKPMG is currently seeking a Senior Manager to join our Business Tax Services practice. Responsibilities:...
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...at M & T Bank in Wilmington, Delaware, United States
We are looking for a manager of our Investment Management Technology Team motivated by solving technical problems, providing new applications and working on all aspects of asset and investment management.
The successful...
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...Offices in Brooklyn, OH at least 2 days per week.
ABOUT THE JOB (JOB BRIEF)
The Alternative Investment analyst role supports Key Private Bank, Wealth Management and Institutional Advisors in the processing of Alternative Investments. The role is responsible for...
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2 days per week
...retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve ta Investment, Executive, Sales, Customer Experience, Client Relations, Banking, Business Services, Financial...
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...JOB OVERVIEW
The Supervisor, Investment Operations provides guidance and oversees the Investment Operations teams which can include... ...responsible for multiple investment teams as determined by Senior Manager
* Confirms accuracy, consistency and implements improvement...
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...Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this job manages large projects and processes to maintain relationships with both current...
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...including pay details for this role.
Job Description:
Department Overview
TD Direct Investing provides financial services to self-directed investors who manage their own investments and personal finances. Clients can access TD Direct Investing services through...
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...Public Square - Cleveland, Ohio 44114
Assistant Counsel, Investment Product and Private Banking
Job Description:
The... ...Investment Product and Fiduciary Services section supporting Wealth Management, Trust and Retail Broker-Dealer areas. Candidates should have...
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...Associate, Investments needed by Welltower Inc. in Toledo, OH. Provide investment expertise in commercial real estate investing, healthcare investing, lending, investment banking, and/or investment sales. Approximately 25% domestic travel required. Ability to work from...
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...Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government...
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...company's success.
As a Compliance Program Analyst within PNC Investments, you will be based in Cleveland, OH. The position will... ...that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated...
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...Description
Job Description Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor... ...you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios...
Relocation
...at City National Bank in Wilmington, Delaware, United States
MANAGER INVESTMENT OVERSIGHT
WHAT IS THE OPPORTUNITY ?
The Risk SVP will serve as the head of the Investment Risk function for City National Bank. The Risk SVP will develop, monitor and test...
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