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Compliance Consultant III-/Southeast

Raymond James - Atlanta, GA map
... MBA, CFP, CIMA, or CFA preferred but not required **Job:** **Auditing & Compliance* **Organization:** **RJA Compliance ... - Jobs2Careers, Aug 02

Sr. Team Manager, Schwab Private Client

Charles Schwab - Orlando, FL map
... Ideally, we are seeking an individual with extensive financial services experience, current or previous management experience, the CFP or CFA designation, and a strong desire to lead and coach investment professionals\\. Typical daily activities ... - Jobs2Careers, Aug 02

Trust Portfolio Manager II

Regions Financial - Tuscaloosa, AL map
... technical training in financial and economic markets Progress towards CFA designation Additional Preferences **Job** *Branch/Consumer Banking* **Title:** *Trust Portfolio Manager II* **Location:** *Alabama-Tuscaloosa* **Requisition ID:** *1511500* - Jobs2Careers, Aug 02

Family Investment Officer, GenSpring Family Offices (Chevy C

SunTrust Banks - Rockville, MD map
... Typically has a CFP, CFA and/or MBA. *Job:*Private Wealth Management *Primary Location:* MD-Montgomery County *Work Locations:* GenSpring Family Offices - Chase Tower 4445 Willard Avenue Chevy Chase 20815 *Schedule:*Full-time *Equal Opportunity ... - Jobs2Careers, Aug 02

Managing Director - Portfolio Strategist

Charles Schwab - San Francisco, CA map
... + CFA desirable but not required\\. + 15 or more years of experience in institutional investment management, investment management consulting, portfolio management or significant investment related experience\\. + Deep subject matter expertise of ... - Jobs2Careers, Aug 02

Senior Manager/Director of Valuation - Assurance Group

CohnReznick LLP - Charlotte, NC map
... Method The individual must possess the following: * BS/BA Finance (preferred), Accounting or Economics * Certifications: CVA, ASA, CFA, CM & A * CPA a plus * Minimum of 8-10 years strategic business consulting, valuation, and/or investment banking ... - Jobs2Careers, Aug 02

Sr. Team Manager, Fixed Income Regional Bond Desk

Charles Schwab - Lone Tree, CO map
... + Industry certifications strongly preferred \\(CFA, CFP, CIMA\\) + Bachelor degree required + Series 7, 66, and 9/10 \\(may consider as a condition of employment\\) + Desire to lead and coach investment professionals; while possessing strong ... - Jobs2Careers, Aug 02

Family Investment Officer, GenSpring Family Offices (San Fra

SunTrust Banks - San Francisco, CA map
... Typically has a CFP, CFA and/or MBA. *Job:*Private Wealth Management *Primary Location:* CA-SanFrancisco Area *Work Locations:* San Francisco at One Montgomery Ctr One Montgomery, Suite 2800 San Francisco 94104 *Schedule:*Full-time *Equal ... - Jobs2Careers, Aug 01

Associate Analyst 3

Moodys - New York, NY map
... Actuarial Science, Public Policy, Public Affairs, Engineering, Statistics, or Finance Prefer 1-2 years of relevant work/ internship experience Progress towards completion of CFA Level I or other certificate in accounting finance preferred. ... - Jobs2Careers, Aug 01

Portfolio Analyst - Asset Allocation - Mellon Capital Management, San

BNY Mellon - San Francisco, CA map
... CFA/CAIA strongly desired. Excellent analytical skills, high aptitude for quantitative reasoning and problem-solving. Advanced skills in Excel, including ability to read, write, and debug VBA code. Comfortable working with very largedata sets; ... - Jobs2Careers, Aug 01
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