Jobs near Westerville: 7,222

Relevance Score ranked on: INVESTMENT

J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH

At J. P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform ...

Search Terms: Investment, Management, Wealth, Associate, Private

86.8

0mi

Updated: March 11

J.P. Morgan Wealth Management – Investment Professional - Westerville, OH

Westerville

Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs Create business efficiency by focusing on answering calls quickly,...

Search Terms: Investment, Wealth, Professional, Management, Brokerage

83.3

0mi

Updated: February 25

J.P. Morgan Wealth Management – Licensed Investment Professional - Westerville, OH

Westerville

Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone. Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs. Create business efficiency by focusing on answering calls quickl...

Search Terms: Investment, Licensed, Wealth, Professional, Management

83.3

0mi

Updated: February 25

Asset & Wealth Management Investment Product Operations Business Manager

Columbus

Are you someone who excels in influencing outcomes and implementing strategic change, and is looking to grow your career working in a globally diverse organization? Join J. P. Morgan’s Asset & Wealth Management Operations team as a Business Manager, where you’ll drive strategic initiatives, optimize ...

Search Terms: Operations, Business Manager, Wealth, Manager, Investment

81.9

5.8mi

Updated: March 12

Wealth & Investment Acct Administrator

Columbus

The Wealth & Investment Account Administrator on the Institutional & Specialty Trust team is responsible for professional and proactive administration of trusts, agency and custody accounts in focused institutional and select industries. Responsibilities include account set-up, tracking of dates and ...

Search Terms: Investment, Administrator, Wealth, Hunting, Banking

80.2

5.8mi

Updated: March 13

Asset Management - Fixed Income - Investment Director - Risk Management Associate

Columbus

Provide risk reports and risk analysis at both the portfolio level and strategy level by examining the qualitative and quantitative factors driving change in risks and exposures. Prepare risk/performance review material for discussion with strategy CI - Os and portfolio managers. Work with internal t...

Search Terms: Management, Risk, Director, Investment, Associate

79.7

5.8mi

Updated: March 06

Managing Director, Investment Banking at Yellow Cardinal

Worthington

The Managing Director, Yellow Cardinal Business Succession Services provides creative solutions, engages with clients, and develops high quality presentation materials. The Managing Director may lead and/or assist with structuring, negotiations, and transactional pipeline management. Essential Funct...

Search Terms: Director, Investment, Banking, Skills

79.3

5.8mi

Updated: February 27

CB Portfolio Manager II - Investment Real Estate

Powell

Works closely with assigned Relationship Managers to manage a large and or complex portfolio of Corporate Banking clients. Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial statements and reporting packages. Ensures credit quality standards are executed. Com...

Search Terms: Portfolio Manager, Relationship Manager, Real Estate, Manager, Portfolio

76.7

11mi

Updated: February 18

CIC Relationship Manager III

Columbus

The CIC Equity Investment Manager will lead and manage all aspects of the origination, relationship management, underwriting and project management of LIHTC fund investments with CIC’s syndicator partners. The individual will play a critical role in the banks CRA investment strategy and be a liaison ...

Search Terms: Relationship Manager, Relationship, Manager, Accounting, Investment

66.7

5.8mi

Updated: February 26

CIC Director of Asset Management

Columbus

PLEASE NOTE: Preferred locations are St. Louis, Columbus, or Detroit but also open to remote work. The Director of Asset Management will oversee a team of asset managers responsible for a portfolio of tax credit investments and community development loans. Director must have prior experience closing ...

Search Terms: Director, Management, Asset Manager, Tax, Investment

65.4

5.8mi

Updated: March 13

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