GENERAL JOB DESCRIPTION. The Executive Assistant performs a variety of administrative duties to support one assigned executive. Some of the duties will include setting and managing daily schedules and calendars, answering phones and taking messages, arranging meetings, screening and greeting visitors and clients, making travel arrangements, preparing reports, filing and organizing documents, and recording meeting minutes. The person in this role ...
GENERAL JOB DESCRIPTION. The Senior Trader in Investment Operations is responsible for trade settlements and trade reconciliations, the quarterly reporting process, account billing process, contributions, and client requests. This role provides both strategic and tactical perspectives to ensure the Investment Operations team efficiently meets the Trading needs of the firm. Relationship manager and primary point of contact to service providers who...
Interested in exploring a career in Wealth Management. Looking to take the next step in your career path. MAI Capital Management is headquartered in Cleveland, OH and offers summer internship placements at multiple locations nationwide. For nearly 50 years, MAI has taken a holistic approach to financial and wealth management to empower clients to simplify, protect, and grow their wealth. Our mission has been to serve all our clients’ financial ma...
Interested in exploring a career in Wealth Management. Looking to take the next step in your career path. MAI Capital Management is headquartered in Cleveland, OH and offers summer internship placements at multiple locations nationwide. For nearly 50 years, MAI has taken a holistic approach to financial and wealth management to empower clients to simplify, protect, and grow their wealth. Our mission has been to serve all our clients’ financial ma...
GENERAL JOB DESCRIPTION. The Wealth Specialist will be a member of a team that supports ultra-high net worth client relationships within our Family Office. We help our clients by developing individualized plans and provide strategic advice to clients including, but not limited to, cash management, charitable planning, insurance analysis, retirement, tax & estate planning and investment advisory services. . MAJOR DUTIES AND RESPONSIBILITIES. Condu...
GENERAL JOB DESCRIPTION. The Sr. Forecast, Planning & Analysis Analyst is responsible for forecasting, management reporting, and business unit financial analysis in partnership with the Forecast, Planning and Analysis Manager. In this role, the Sr. Forecast, Planning & Analysis Analyst designs, develops, and produces financial forecasts and analysis and ensures the integrity of the data to help our businesses and their leaders make informed decis...
Interested in exploring a career in Wealth Management. Looking to take the next step in your career path. MAI Capital Management is headquartered in Cleveland, OH and offers summer internship placements at multiple locations nationwide. For nearly 50 years, MAI has taken a holistic approach to financial and wealth management to empower clients to simplify, protect, and grow their wealth. Our mission has been to serve all our clients’ financial ma...
Interested in exploring a career in Wealth Management. Looking to take the next step in your career path. MAI Capital Management is headquartered in Cleveland, OH and offers summer internship placements at multiple locations nationwide. For nearly 50 years, MAI has taken a holistic approach to financial and wealth management to empower clients to simplify, protect, and grow their wealth. Our mission has been to serve all our clients’ financial ma...
Interested in exploring a career in Wealth Management. Looking to take the next step in your career path. MAI Capital Management is headquartered in Cleveland, OH and offers summer internship placements at multiple locations nationwide. For nearly 50 years, MAI has taken a holistic approach to financial and wealth management to empower clients to simplify, protect, and grow their wealth. Our mission has been to serve all our clients’ financial ma...
Interested in exploring a career in Wealth Management. Looking to take the next step in your career path. MAI Capital Management is headquartered in Cleveland, OH and offers summer internship placements at multiple locations nationwide. For nearly 50 years, MAI has taken a holistic approach to financial and wealth management to empower clients to simplify, protect, and grow their wealth. Our mission has been to serve all our clients’ financial ma...
Interested in exploring a career in Wealth Management. Looking to take the next step in your career path. MAI Capital Management is headquartered in Cleveland, OH and offers summer internship placements at multiple locations nationwide. For nearly 50 years, MAI has taken a holistic approach to financial and wealth management to empower clients to simplify, protect, and grow their wealth. Our mission has been to serve all our clients’ financial ma...
Interested in exploring a career in Wealth Management. Looking to take the next step in your career path. MAI Capital Management is headquartered in Cleveland, OH and offers summer internship placements at multiple locations nationwide. For nearly 50 years, MAI has taken a holistic approach to financial and wealth management to empower clients to simplify, protect, and grow their wealth. Our mission has been to serve all our clients’ financial ma...
