Regional Compliance Analyst - Key Investment Services (KIS) KeyCorpRegional Compliance Analyst - Key Investment Services (KIS)OH$57,000–$87,000 / yearKIS primarily operates out of KeyBank retail bank branches and provides KeyBank retail customers brokerage, insurance, and investment advisory services through KeyBank National Association's retail bank branch across the United States. KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank holding company.
Specialist, Retirement Investment Analytics The Charles Schwab CorpSpecialist, Retirement Investment AnalyticsRichfield, OHSecond, are investment analysts that spend time speaking to outside industry experts, provide investment operations support that is leveraged by multiple teams within WS, investigate plan investment trends on Schwab's platform and take the lead on investment projects and some investment manager research. Day-to-day responsibilities as a Specialist, Retirement Investment Analytics, include but are not limited to: Support of Sales team researching fund availability on Schwab's platform, and providing investment insight into funds available in the plan's menu.
Client Service Operations Specialist - Investment Liaison Equity TrustClient Service Operations Specialist - Investment LiaisonWestlake, OhioContributes to consistent client experience by executing work in alignment with internal policies, regulatory guidelines, and established Service Level Agreements (SLAs) while providing superior customer service and support to clients and third parties. The Client Service Operations Specialist supports operational excellence by processing transactions, validating documentation, and ensuring accurate, timely service delivery.
Wealth Investment & Portfolio Management Platforms Senior Manager KeyBankWealth Investment & Portfolio Management Platforms Senior ManagerBrooklyn, OhioRemote4910 Tiedeman Road, Brooklyn Ohio The Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a technical delivery leader and people manager accountable for end-to-end delivery and production ownership of vendor and internal platforms supporting portfolio management (trading/rebalancing), performance reporting, and public/private investment offerings. Led delivery of integrated vendor and/or internally built trading/portfolio management platforms (order/execution management, market data, performance, private investments) from requirements/vendor selection through implementation, cutover, and production support.
Investment Consultant - Cleveland East, OH FidelityInvestment Consultant - Cleveland East, OHOrange, OhioRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Wealth Investment & Portfolio Management Platforms Senior Manager KeyCorpWealth Investment & Portfolio Management Platforms Senior ManagerOHRemote$112,000–$210,000 / yearThe Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a technical delivery leader and people manager accountable for end-to-end delivery and production ownership of vendor and internal platforms supporting portfolio management (trading/rebalancing), performance reporting, and public/private investment offerings. Led delivery of integrated vendor and/or internally built trading/portfolio management platforms (order/execution management, market data, performance, private investments) from requirements/vendor selection through implementation, cutover, and production support.
Investment Banking Intern - Summer 2027 MarshBerryInvestment Banking Intern - Summer 2027Woodmere, OhioThe Investment Banking Intern is responsible for analyzing client business data and financial documents and entering data into financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Investment Banking and Consulting Team. Responsibilities: Collaborates as a member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
Investment Advisor III The PNC Financial Services Group IncInvestment Advisor IIIAkron, OH$65,000–$161,000 / yearPNC 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Investment Associate - Brooklyn, OH KeyCorpInvestment Associate - Brooklyn, OHBrooklyn, OH$23.08–$34.62 / hourESSENTIAL JOB FUNCTIONS: Primary job functions would include accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy. ABOUT THE JOB (JOB BRIEF): Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention.
J.P. Morgan Wealth Management - Private Client Investment Associate - Woodmere, OH JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Woodmere, OHWoodmere, OHAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Impact Investment Fellow - Student Worker Oberlin College And ConservatoryImpact Investment Fellow - Student WorkerOHCollaborate: Work with other members of the Impact Investment Advisory Group (IIAG) while advancing Oberlin's engagement and collaboration with peers across the Intentional Endowments Network. Lead Events: Organize our annual Impact Investment Symposium, leading outreach with other colleges and impact investment firms to share best practices.
Investment Advisor OC Federal Credit UnionInvestment AdvisorGarfield Heights, OhioOhio CU Financial Services is a wholly owned CUSO (Credit Union Service Organization) of OC Federal Credit Union based in northeast Ohio with branch locations in Cuyahoga, Summit and Stark counties. The Investment Advisor works in a team-based setting working closely with licensed Bankers to look out for our 14,000 members.
Managing Director, Investment Banking & Consulting - Accounting & Tax Practice MarshBerryManaging Director, Investment Banking & Consulting - Accounting & Tax PracticeWoodmere, OhioManage the fulfillment of both sell-side and buy-side accounting and tax M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction. Self-motivated with ability to multi task; able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines, along with capacity to work, on multiple projects on any given day, under pressure to create accurate results, demonstrating thoroughness and monitors work to ensure quality.
Investment Executive Farmers National Banc Corp.Investment ExecutiveMassillon, OHThe incumbent will be responsible for generating new sales opportunities, developing relationships, sales of new products and maintaining consistent communication with all clients in the portfolio. SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit.
Investment Relationship Associate RenInvestment Relationship AssociateHudson, OhioApplies AI-powered tools (e.g., workflow automation, document processing assistants, CRM AI features) to improve accuracy, reduce manual effort, and increase throughput on routine and moderately complex operational tasks. The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes related to account setup, maintenance, documentation, and routine transactions.
CB Portfolio Manager II - Investment Real Estate First Commonwealth Financial CorpCB Portfolio Manager II - Investment Real EstateCanton, OHAssists with the cultivation of new business opportunities from existing and potential corporate clients and assists Relationship Manager(s) in helping meet client needs and deepening relationships. Works closely with assigned Relationship Managers to manage a large and/or complex portfolio of Corporate Banking clients.
Impact Investment Fellow Oberlin College And ConservatoryImpact Investment FellowOHCover letter directions: Please indicate why you are interested in this position and your skills and experience related to social change, team-based research projects, impact investing, and/or endowment management. Conduct breakthrough research on impact investment issues in the endowment management space and present research to the Investment Committee twice in the school year.
Senior Analyst, FP&A Goosehead Insurance AgencySenior Analyst, FP&AWestlake, OhioThe Senior Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful financial analyses. Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service.
Senior Analyst IRG Realty Advisors LLCSenior AnalystRichfield, OHThe ideal candidate will have experience in commercial real estate, REITs, investment analysis, asset management, or corporate finance, with a strong understanding of real estate valuation, capital structures, leasing assumptions, debt metrics, and portfolio performance. Senior Analyst The Senior Analyst will support the REIT's investment, asset management, financial planning, capital markets, and investor relations functions through sophisticated financial analysis, portfolio reporting, underwriting, and strategic decision support.