Director, Investment Professional, Affordable Housing RDF.fundDirector, Investment Professional, Affordable HousingPhoenix, ArizonaIn collaboration with the loan operations team, complete post-closing financing follow-up activities, including project construction management, construction draw requests and supporting documentation, and collecting all applicable reporting requirements, monitoring borrower financial performance and compliance with loan covenants, and tracking key financial ratios, as necessary. • Develop and defend insightful investment theses by screening and underwriting financing requests, including analyzing community impact, historical and projected financial performance, management capacity, the feasibility of budgeted financing sources, and conducting prospect site inspection visits.
NewInbound Investment Advisor (Hybrid) Financial EnginesInbound Investment Advisor (Hybrid)Phoenix, AZ$50,700–$67,600 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
2027 US Summer Internship - Investment Management Sales Desk (Tempe, AZ) Manulife Financial Corp2027 US Summer Internship - Investment Management Sales Desk (Tempe, AZ)Tempe, AZ$39,000–$44,850 / yearOur Investment Management Sales Desk Internship Program is your launchpad to success, offering the support, structure, and exciting opportunities you need to thrive and make your mark. As part of our internship program, you will gain early access to Manulife John Hancock's premier early talent program, GRO, tailored to graduating students!
Alt Investments Accounting Senior U.S. BancorpAlt Investments Accounting SeniorTempe, AZ$75,820–$89,200 / yearAlternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewInbound Investment Advisor Hybrid Edelman Financial Engines LLCInbound Investment Advisor HybridPhoenix, AZ$50,700–$67,600 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
NewInbound Investment Advisor (Hybrid) Edelman Financial EnginesInbound Investment Advisor (Hybrid)Phoenix, ArizonaRecognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Consumer Investments Team Manager Bank of AmericaConsumer Investments Team ManagerChandler, ArizonaA licensed, registered Team Manager is responsible for the development and achievement of your team of registered representatives (Investment Specialists, Consultants and Financial Solutions Advisors) in the Consumer Investments Solutions & Client Services organization. The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD and Jacksonville, FL, Pennington, NJ and Fort Worth, TX and is the primary service provider for Consumer Investments Solutions.
Consumer Investments - Financial Service Representative Bank of AmericaConsumer Investments - Financial Service RepresentativeChandler, ArizonaIs client-focused with a passion for excellence and a positive team attitude •Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment •Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams •Is an effective communicator with an aptitude for sales and relationship management •Has strong computer skills •Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication •Is ambitious, disciplined, hardworking, resilient and willing to learn We’re a culture that: •Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy •Get training and one-on-one coaching from academy managers who are invested in your success •Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide •Develop techniques to confidently engage with clients by telephone •Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to:
NewEndowments and Foundations Investment Consultant Marsh McLennanEndowments and Foundations Investment ConsultantPhoenix, ArizonaWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningPhoenix, AZRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Compliance Counsel I - Investment Advisory Edward D Jones & Co LPCompliance Counsel I - Investment AdvisoryTempe, AZWhat You Will Do: Under general supervision, use seasoned judgment to provide advice and guidance on strategic initiatives to a diverse group of stakeholders across the firm regarding a wide range of compliance, regulatory, and business matters to ensure the firm meets its obligations to clients and regulators. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).
Senior Compliance Counsel - Investment Advisory Edward D Jones & Co LPSenior Compliance Counsel - Investment AdvisoryTempe, AZWhat You Will Do: With significant autonomy, use seasoned judgment to provide advice and guidance on prominent and complex strategic initiatives to a diverse group of stakeholders, including senior executives, regarding a wide range of compliance, regulatory, and business matters to ensure the firm meets its obligations to clients and regulators. In this role, you will operate with a high degree of independence and partner with numerous internal business areas throughout the firm to support the continued growth of Edward Jones's investment advisory business and our commitment to helping serious, long-term investors achieve their financial goals.
Alt Investments Accounting Senior US BankAlt Investments Accounting SeniorTempe, AZ$75,820–$89,200 / yearAlternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Consumer Investments Money Movement Service Representative - Chandler, AZ Bank of America CorpConsumer Investments Money Movement Service Representative - Chandler, AZChandler, AZThe Money Movement Service Generalist is responsible for providing world class service to our Bank of America/Merrill clients and/or internal financial service advisors via inbound and outbound calls, as well as processing financial service transactions. Problem Solving and Decision Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems.
Credit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Scottsdale Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - ScottsdaleScottsdale, AZHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Responsibilities: Partners with relationship management and product partners to assess clients' credit needs and create solutionsLeads loan structure conversations and negotiates loan documentation with clients and internal/external legal partnersDrives credit and risk approval processes for new credit originations, renewals, increases, and modificationsLeads ongoing monitoring efforts for a portfolio of clients in compliance with regulations, policy and proceduresDrives the growth of funded loans and revenue while mitigating risks, maintaining asset quality and adhering to regulatory requirementsServes as an escalation point for complex credit transactionsMentors and supports associatesCultivate relationships with Merrill advisors to identify credit opportunities, support client outreach and implement SBL loan facilitiesDevelop and execute lending strategy and initiatives, in partnership with Merrill market leadership, to achieve SBL growth objectivesEducates Advisors and key partners on SBL capabilities and risk appetite to increase engagement and penetrationRequired Qualifications: 8+ years of experience in commercial or wealth management lending or providing wealth management solutions in partnership with advisorsEffective collaboration with Merrill leadership and advisors and partners to consistently deliver SBL solutions to wealth management clientsStrong oral and written communicationOrganized and can handle/prioritize ongoing business development across multiple Merrill marketsAbility to work well with underwriting, risk, and other business partnersFINRA 7 and 63 (or 66) licenses (if not currently licensed, must be completed within 120 days of start date).Desired This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership with Merrill advisors and market leadership within the assigned geographic territory.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantScottsdale, AZKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerScottsdale, AZKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerScottsdale, AZOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Investment Specialist - Hybrid First Citizens BankInvestment Specialist - HybridPhoenix, ArizonaFull timeBenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life.
NewWealth Management Investment Consultant, Advisory Services U.S. BancorpWealth Management Investment Consultant, Advisory ServicesTempe, AZ$63,990–$78,210 / yearUsing expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.