Investment Consultant II - Merrill Premium Bank of AmericaInvestment Consultant II - Merrill PremiumHunt Valley, MarylandThe registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Investment Market Manager The PNC Financial Services Group IncInvestment Market ManagerMechanicsburg, PAPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Retail Investment Services Associate T. Rowe PriceRetail Investment Services AssociateOwings Mills, MarylandAs a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes.
Investment Manager Carroll County, MDInvestment ManagerWestminster, MD$80,247–$144,415 / yearThe mailing address is 225 North Center Street Westminster Maryland 21157.Questions or need assistance Please contact us at careerscarrollcountymd.gov via telephone at 410-386-2129 or stop by our office at 225 N. Develop and maintain statistical tables reports and other technical reports for the special revenue funds management and other governmental agencies.
Investment Assistant Members 1st Federal Credit UnionInvestment AssistantCarlisle, PennsylvaniaFull timeWithin the financial platform of our broker/dealer, you will add new client business, upload documents, review notifications and documents not in good order, run reports through a reporting tool within the system, process service requests such as move money, client data updates (change of address, beneficiary adds/changes, email, POA), add online access for clients, process death claims, account transfers, add TOD’s, etc. Responsibilities: The purpose of this role is to provide administrative, operational, clerical, and sales support for the credit union’s Investment Services group with the goal of providing exceptional customer service and an unparalleled customer experience to members, clients, associates, and the community at large.
Senior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpMechanicsburg, PA$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Operations Analyst- NWPS Raymond James Financial IncOperations Analyst- NWPSTowson, MD$55,000–$68,016 / yearAbout NWPS: Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc. and its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan administration services, recordkeeping, consulting, actuarial, compliance and participant services. As an operations analyst, you'll reconcile assets of the recordkeeping system, process requests to invest and liquidate account holdings, use Excel to review data and import ledger entries, interact with our trading partners and internal staff to resolve discrepancies, assist on special projects, and more.
Portfolio Analyst NFP CorpPortfolio AnalystHunt Valley, MD$85,000–$117,000 / yearThe Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors. Participating member of the firm's Investment Committee Participating member of the firm's Annuity Committee Participating member of the firm's Complex Product Committee Contributing member of large (up to 150 participants) market update and training calls.