- Coldstream Wealth Management (Bellevue, WA)
- …work closely with our firmwide Investment Strategy Group (ISG) and report to the Chief Investment Officer . This is a hybrid role, working in our Bellevue ... decisions + Collaborating with the CIO to prepare quarterly investment outlook presentations + Updating economic and market metrics...1-2 years of experience as an analyst with an RIA , asset manager, consulting firm, or similar + 1-2… more
- Bank OZK (Fort Lauderdale, FL)
- …in self-sourcing investment management assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with ... market-wide business development plan in conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers in… more
- SMBC (New York, NY)
- …designations: CFA, CFP, CIC, ChFC, PFS, to become CCO at a New York State registered investment advisor . Managerial skills + Proficiency in Windows and ... **Role Description** The successful candidate will serve as the Chief Compliance Officer (CCO) and be responsible...program and operations for a New York State and SEC- registered investment adviser, ensuring activities are conducted… more