VP; Investment Banker

VP; Investment Banker to support the origination & execution of investment banking transaction mandates for large-cap corp clients in the sftwr & internet sector, incl buy & sell-side M&A, inclusive of cross-border transactions, as well as capital markets processes, incl debt & equity offerings. Col...

M&A, inclusive of cross-border transactions, as well as capital markets process....

VP; INVESTMENT BANKER sought by BofA Securities, Inc. Collaborate w/ junior investment bankers incl analysts & associates & liaise w/ other internal & external parties on client coverage, origination, & transaction execution. Global bank/bulge bracket investment banking transactions w/in the Tech ...

Builds relationships with clients to meet financial needs. Collaborates effectively to get things done, building and nurturing strong relationships. ...

Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. ...

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful company? Our financial planning firm, NIM Retirement Group, in the. Financial Services industry experience required. Experiences with financial services back-offic...

Manages an active client relationship portfolio with an emphasis on expanding existing relationships and adding new qualified relationships within the Business and Professional and Preferred Banking segments. RELATIONSHIP BANKER SR WHAT IS THE OPPORTUNITY? This position is responsible for contributi...

We offer “At Scale” resources for Financial Advisors that blends the resources of “Big Shop” advisory companies and the entrepreneurial ethos of an “Independent Practice” model. By combining these two practice models, our Firm has the unique opportunity to create a unique experience for Financial Ad...

Job responsibilities * Delivers an exceptional customer experience by acting with a customer-first attitude * Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor produc...

Capstone Partners is seeking an experienced financial advisor to join our team in the third quarter, to partner with us on our mission to impact the lives of your clients in Southern California. Fee-based financial planning philosophy, and significant investments being made in local infrastructure. ...