Overview: ABOUT US
RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
New York, New York21 days ago
ul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1:
li>Relevant experience working at a major law firm or equivalent in-house experience ideally with some mix of (i) meaningful exposure to fund structures and governance, (ii) corporate transactional work including capital markets, investment funds, project finance, securities, structured finance, private equity, or public finance law, or (iii) investment adviser or regulatory compliance. Your largest responsibilities will depend on your unique background and strengths, however the scope of responsibilities include:
- Advise deal teams from initial structuring to drafting and negotiation of final financing and outcome-contingent agreements; oversee external counsel in discussion and negotiation with project stakeholders (within private, nonprofit and public sectors); contribute to deal document negotiations.
Garden City South, NY27 days ago
We currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans.
ul>Set the overall direction for our investment products across business and personal offerings (Treasury and Invest), including how we design, position, and evolve them over time, shaping how tens of billions of dollars are managed on behalf of our customers. You'll sit in the Product org, working at the intersection of investments, product development, brokerage operations, and compliance, ensuring that as we scale our investment platform, we do so with the rigor and care our customers trust us for.
Hackensack, NJ30+ days ago
p>Alternative 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.