Jobs near Mason: 4,179
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Relevance Score ranked on: INVESTMENT
Investment Analyst
MASON, 4241 IRWIN SIMPSON RD
Location: This position will take part in Elevance Health's hybrid workforce strategy which includes virtual work and 1-2 days in office per week. - - The ideal candidate will live within 50 miles and a 1-hour commute to one of our Elevance Health major office (Pulse. Point) locations. Elevance Healt...
Search Terms: Investment, Analyst, Banking, Healthcare
90
0mi
Updated: January 03
Private Bank Investment Executive
Cincinnati
Uses a consultative sales process to provide brokerage and investment management products to meet client's needs, goals, and objectives. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fe...
Search Terms: Investment, Executive, Private, Brokerage, Sales
83
19mi
Updated: January 09
Investment Services Account Manager
Cincinnati
The Investment Services Cash Operations Associate is responsible for the management of cash processing for Investment Services accounts of various sizes established by clients for various purposes. Account Managers on the cash processing team serve as one of our internal partners for cash operations....
Search Terms: Account Manager, Investment, Manager, Operations, Service
82.9
19mi
Updated: January 08
Investment Executive
West Chester
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned ...
Search Terms: Investment, Executive, Sales, Customer Experience, Client Relations
81.2
4.3mi
Updated: December 03
Investment Compliance Specialist
Cincinnati
The Investment Compliance Specialist will provide investment compliance risk oversight and credible challenge from the second line of defense. This role is designed to support the Wealth, Corporate, Commercial and Institutional Banking program to ensure activities relating to investment of U.S. Bank ...
Search Terms: Compliance Specialist, Investment, Compliance, Specialist, Banking
81
19mi
Updated: December 13
WM Investment Portfolio Manager
Cincinnati
Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsib...
Search Terms: Portfolio Manager, Investment, Manager, Portfolio, Client Relations
80.1
19mi
Updated: December 10
Compliance Officer Investment Risk Management
CINCINNATI
What you will do:Owns moderately difficult projects, utilizing multiple resources to successfully complete tasks. Collaborates in the establishment of strategic vision and goal setting. Independently identifies and leads projects, coordinating and successfully completing multiple assignments simultan...
Search Terms: Compliance Officer, Risk, Investment, Management, Compliance
79.7
19mi
Updated: December 18
Investment Advisor Services Sales Support
Cincinnati
The Investment Advisor Services Sales Support team member delivers and successfully implements sales support related programs within Investment Advisor Services (IAS). Performs client outreach to introduce IAS custody products and services. Supports sales team from a calling and marketing perspective...
Search Terms: Sales, Advisor, Support, Investment, Service
78.2
19mi
Updated: December 20
Portfolio Analyst
CINCINNATI
What you will do:Collaborates with all areas within the Enterprise to review, validate and enhance data used by investment team, including daily performance and analytics. Addresses data discrepancies, errors and other inconsistencies in a timely manner. Maintains, enhances, and centralizes internal ...
Search Terms: Portfolio, Analyst, Operations, Project Management, Microsoft
64.6
19mi
Updated: January 06
Trading/Service Specialist II
Cincinnati
Under moderate supervision, receives and enters trades from Investment Executives and customers of Fifth Third Securities. Provides value-added services to both 5/3rd Securities Investment Executives and their customers concerning trade execution and the various exchanges on which trades take place. ...
Search Terms: Specialist, Customer Experience, Monitoring, Investment, Brokerage
64.3
19mi
Updated: December 12
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