Investment Experience Jobs in USA

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Financial Advisor

Simon Quick Advisors

profile Morristown - USA

Company: Simon Quick AdvisorsPosition: FinancialAdvisor Location: Morristown NJCompensation:Base starting at $200000Company DescriptionSimon Quick Advisors is an independent employee-owned RIA that offers holistic financial planning solutions for affluent families business owners and executives. We...

30+ days ago
Full Time

Sr. Underwriteravp, Public Directors & Officers Di...

Allied World Assurance Company

profile San Francisco - USA

Job Requirements: 4-year college degree required 3-7 years underwriting experience Solid Writing and Communication Skills Basic understanding of financial analysis and accounting Excellent organizational skills and ability to multi task Ability to work independently in a fast-paced high pressur...

30+ days ago
Full Time

Client Relationship Director (private Wealth)

Iq-eq

profile Boston - USA

**Please note: this role is required to be onsite at our Bedford New Hampshire office**In this role youll be the trusted point of contact for clients and advisors overseeing every aspect of trust administration from investments to compliance. Youll also drive growth by leading new account onboarding...

30+ days ago
Full Time

J.p. Morgan Wealth Management – Private Client Adv...

Jpmorganchase

profile Tyler - USA

Description At J.P. Morgan Chase we have an enthusiasm for helping our clients taking care of our employees building relationships and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership...

30+ days ago
Full Time

Managing Director

Prospect Rock Partners

profile Chicago - USA

ABOUT THE FIRM Our client is a market-leading boutique investment bank dedicated exclusively to serving family-owned and privately held middle-market companies. The team delivers capital raising and M&A advisory solutions from offices in Denver Chicago New York and Dallas. Theyve built a reputation...

30+ days ago
Full Time

Managing Director, Investment Banking M&a

Prospect Rock Partners

profile Denver - USA

ABOUT THE FIRM Our client is a market-leading boutique investment bank dedicated exclusively to serving family-owned and privately held middle-market companies. The team delivers capital raising and M&A advisory solutions from offices in Denver Chicago New York and Dallas. Theyve built a reputation...

30+ days ago
Full Time

Managing Director, Investment Banking M&a

Prospect Rock Partners

profile Marshall County - USA

ABOUT THE FIRM Our client is a market-leading boutique investment bank dedicated exclusively to serving family-owned and privately held middle-market companies. The team delivers capital raising and M&A advisory solutions from offices in Denver Chicago New York and Dallas. Theyve built a reputation...

30+ days ago
Full Time

Wealth Market President Southeast (us)

Td Bank

profile Fort Lauderdale - USA

Work Location:Fort Lauderdale Florida United States of AmericaHours:40Pay Details:$200000 - $280000 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

30+ days ago
Full Time

Financial Aid Advisor

Cumberland University

profile Lebanon - USA

DescriptionPOSITION TITLE: Financial Aid Advisor DEPARTMENT: Financial Aid SUPERVISOR: ExecutiveDirector of Financial AidGENERAL JOB FUNCTIONThis position is responsible to assist prospective current and past Cumberland University students with the Financial Aid process through the timely pr...

30+ days ago
Full Time

Avp Excess Umbrella Manager

Chubb

profile Houston - USA

DescriptionWe are seeking a dynamic Regional Excess Underwriting Team Leader to oversee a team of three underwriters within the Southwestern this pivotal role you will collaborate closely with Commercial Insurance managers to analyze financial information generate comprehensive reports and drive ef...

30+ days ago
Full Time

Assistant Vice President Of Housing

Community Housing Innovations

profile Patchogue - USA

DescriptionWHO IS CHICommunity Housing Innovations (CHI) is a not-for-profit housing and human services organization that aims to support social and economic independence. Our vision is to end generational poverty and foster upward mobility by ensuring that all families and individuals live in quali...

30+ days ago
Full Time

Avp-cyber-executive Claim Director

Chubb

profile Jersey - USA

DescriptionManage complex first-and third-party cyber claims.Timely and accurately analyze and address coverage issues under cyber policies;Conduct timely and effective investigations through appropriate use of internal and external resources that are in compliance with Financial Lines Best Practice...

30+ days ago
Full Time

Assistant Vice President Controller (52476)

Claflin University

profile Orangeburg - USA

DescriptionPosition SummaryThe Assistant Vice President / Controller serves as a senior member of the Division of Fiscal Affairs providing leadership and oversight of the Universitys accounting and financial operations. This position is responsible for ensuring the integrity of financial records and...

30+ days ago
Full Time

Assistant Vice President Of Institutional Effectiv...

Claflin University

profile Orangeburg - USA

DescriptionThe Assistant VP reports to the Vice President of Institutional Effectiveness is responsible for planning developing implementing and managing a university wide comprehensive Institutional Effectiveness program. The AVP serves as a member of the Colleges institutional effectiveness planni...

30+ days ago
Full Time

Avp, Regional Underwriting Marine Manager

Chubb

profile Philadelphia - USA

DescriptionWe are looking for a strategic and dynamic leader to partner with branch and distribution management to profitably grow the Mid-Atlantic Marine book of business. Responsible for growth profitability and fostering of internal and external relationships for the Marine book. Directly account...

30+ days ago
Full Time

Avp Mid-atlantic Financial Institutions Manager

Chubb

profile Philadelphia - USA

DescriptionWe are looking for a strategic and dynamic leader to partner with branch and distribution management to profitably grow the Mid-Atlantic Financial Institutions book of business.Responsibilities:Responsible for growth profitability and fostering of internal and external relationships for t...

30+ days ago
Full Time

Managing Director, Corporate Banking

Bank Of Montreal

profile Chicago - USA

Application Deadline:Address:320 S Canal StreetJob Family Group:Capital Mrkts Sales & ServiceMD & Head Corporate Banking Global Financial Institutions Group (GFIG) - Portfolio ManagementAs a senior member of the GFIG team the successful candidate will support the origination and structuring of corpo...

30+ days ago
Full Time

Sr. Manager, Finance- Topline Fp&a

Rubrik

profile Palo Alto - USA

Senior Finance Manager Topline FinanceAre you ready to make an impact in a company thats securing the Worlds DataFounded in 2014 by engineers from Google Facebook and Oracle Rubrik has created a cloud data management platform thats transforming how companies backup restore search analyze and manage...

30+ days ago
Full Time

Investment Consultant

Morgan Stanley

profile McLean - USA

POSITION SUMMARY:The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for...

30+ days ago
Full Time

J.p. Morgan Wealth Management Supervisory Manager ...

Jpmorganchase

profile Long Beach - USA

DescriptionJ.P. Morgan Wealth Management provides individuals advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth...

30+ days ago
Full Time