Responsibilities: Produce high-quality, timely RFP/questionnaire responses for new and existing institutional, SMA, wrap and sub-advisory accounts. Collaborate with subject matter experts to keep data current and accurate. Monitor, track and report on RFP activity and status. Complete third-party consultant databases on a monthly and quarterly basis Procure, organize and maintain firm and strategy data needed [...]

Newly formed Los Angeles-based SEC registered investment adviser offering international and global equity products is seeking an experienced Retail Oriented business development professional who will head up and manage its Marketing Department. The successful candidate will lead the firm’s efforts at developing, establishing and maintaining client relationships in retail distribution channels including SMA, RIA and [...]

Responsibilities Responsible for the development and support of new and existing investment advisory programs that consider client and branch team needs in order to accelerate the firm’s evolution from products-based to solutions-based advice Responsible for advisory business support and coordination with vendors and internal departments regarding the integration of new advisory programs, solutions and systems [...]

Share our pride. Join our mission. As a Fortune 200 financial services company with more than $113.5 billion in owned and managed assets, USAA is on a mission — to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide. Headquartered on a showcase campus in [...]

The Firm Kayne Anderson Rudnick, a Los Angeles-based boutique Investment Management and Wealth Advisory Firm is seeking an experienced new business development and client service professional. The firm offers a broad set of equity and fixed income strategies, including US Large Cap, Mid Cap and Small Cap Equity, in addition to Taxable and Municipal Fixed [...]

Location of Job – Newark, DE or Chicago, IL or NY, NY Job Description The National Trust Tax Director is responsible for directing a team of tax professionals in four US tax locations and Mumbai to deliver tax reporting and compliance services for more than 40,000 trust, estate and charitable foundation clients, as well as [...]

Location of Job – Columbus, Ohio Job Description Primary Responsibilities JPMorgan Chase & Co. is a leading global financial services firm with assets of $1.6 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and [...]

New York City-based global boutique Investment Management Firm is seeking an experienced business development professional who will cultivate and maintain client relationships.  This individual will be based in Singapore and be responsible for building and maintaining relationships throughout Asia including Australia.  Strategies include Global Value Non-US, International Equity, Real Estate Securities and Distressed Credit, in [...]

New York City-based global boutique Investment Management Firm is seeking an experienced Consultant Relations professional who will cultivate and maintain North American institutional consultant relationships. The firm offers a broad array of value-oriented asset management products including alternative investments, separate accounts, sub-advised portfolios and mutual funds. Strategies include Value Equity, Small-Cap Value Equity, International Equity, [...]