Investment Solutions Specialist

Job SummaryWe are seeking a highly skilled Investment Solutions Specialist to join our team at PNC. As a key member of our Investment Management Group, you will be responsible for leading project initiatives related to the integrated advisor workstation and the investment advisor function.Key Responsibilities:Define future development and strategic direction...

About the RoleAs a Senior Investment Specialist at Macquarie Credit, you will play a key role in driving the growth of our successful business through client interactions and strategic business initiatives. You will be responsible for partnering with our global distribution teams to create and implement product and distribution strategies, driving product...

Job Summary:We are seeking a skilled Financial Solutions Advisor to join our team at Bank of America. As a key member of our Consumer Investments group, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads and make referrals to...

Job DescriptionJob Title: Client Portfolio ManagerJob Summary: We are seeking a highly skilled Client Portfolio Manager to join our Investment Team. The successful candidate will be responsible for representing our multi-asset class investment portfolios with our clients and prospects.Key Responsibilities:Represent our investment strategies and overall...

About the Role:The Private Equity Associate will work with senior investment professionals in the Philadelphia, PA office to source, diligence, and manage investments in lower middle-market companies with up to $100M in revenue and EBITDA up to $20M.Key Responsibilities:Financial analysis: Create financial models to analyze cash flows, investment returns,...

NexWealth is a multi-family office seeking a Manager of Investment Due Diligence with a CFA designation. This individual will work out of the firm's Philadelphia office and must have prior experience at an RIA, family office, multi-family office, wealth management, or similar firm.Key Responsibilities:Lead and work closely with a team of research...

About the RoleThe Solutions Consultant is a key member of our team, responsible for providing technical leadership and expertise to our customers in their security transformation journey. As a Solutions Consultant, you will play a crucial role in defining technical solutions that secure our customers' key business imperatives and ensure value realization of...

We are seeking a seasoned trust officer to provide investment management and fiduciary services to high-net-worth clientele.As a trust officer, you will be responsible for managing personal trust accounts and estates, as well as developing customized solutions to assist clients in meeting their wealth management goals.Key Responsibilities:Administer...

We are seeking a skilled trust officer to provide investment management and trust administration services to high-net-worth clientele.As a trust officer, you will be responsible for managing personal trust accounts and estates, as well as developing customized solutions to assist clients in meeting their wealth management goals.Key...

Job DescriptionPosition OverviewPNC is a leading financial services company that values its employees as its greatest differentiator and competitive advantage. We strive to create an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to the company's success.As a Chief Investment Strategist within PNC's Asset...

NexWealth is a multi-family office seeking a seasoned Investment Due Diligence Manager to work out of our Philadelphia office. The ideal candidate will have a CFA designation and a minimum of 5-7 years of experience conducting investment manager due diligence.Key Responsibilities:Lead a team of research analysts in conducting comprehensive investment manager...

About the Role:nVent Management Company is seeking a highly skilled Electrical Solutions Specialist to join our team. As a key member of our organization, you will play a critical role in providing technical expertise and support to our customers.Key Responsibilities:Serve as a domain authority for nVent Data Solutions products, providing technical...

Job SummaryPresidio is seeking a motivated and skilled Solutions Architect to join our Inside PreSales Support team. As a Solutions Architect, you will provide technical PreSales support services to our PreSales organization, working closely with local teams of Solution Architects and providing technical assistance to customers and Presidio Inside Sales...

Job Title: Financial Solutions AdvisorJob Summary:We are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.As a Financial...

Job Summary:As a Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. Your primary responsibility will be to provide comprehensive advice and customized solutions to clients, utilizing your expertise in investment products and services.Key Responsibilities:Triage client leads and make...

Job DescriptionThe LeBlanc Group is a leading provider of life insurance solutions, dedicated to protecting families and helping individuals achieve their financial goals. As a Life Insurance Solutions Specialist, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Develop and maintain...

Management Business Solutions is seeking an experienced Complex Credit and Insurance Solutions Associate Attorney. This position offers a unique opportunity to work with a market-leading team that supports global asset managers and private fund sponsors on innovative fund formation, complex credit structures, and compliance matters, helping clients navigate...

Job SummaryGlenmede is seeking a skilled Portfolio Management Specialist to join our team. As a key member of our Portfolio Management group, you will be responsible for providing comprehensive investment advice and management to our private clients.Key Responsibilities:Develop and implement investment plans for clients, aligned with Glenmede's best thinking...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our team is dedicated to providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key responsibilities include:Triage client leads and make referrals to business...