- Regions Bank (Indianapolis, IN)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... business opportunities + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and … more
- Enterprise Bank & Trust (Clayton, MO)
- …our communities.** **Together, there's no stopping you!** **Job Title:** Investment Management : Associate Portfolio Manager **Job Description:** **Summary:** ... with the daily interaction with other portfolio managers and trust associates to manage investment portfolios of...and other communications as needed or appropriate. Provide expert investment management service and advice to the… more
- BMO Financial Group (San Diego County, CA)
- …insurance, and succession planning - required. + Excellent understanding of personal trust and investment management - required. + In-depth knowledge of ... with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact...client portfolio management . + Technical proficiency gained through education and/or business… more
- Bank of America (Fairfield, CT)
- Investment Management Specialist Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and… more
- UMB Bank (Denver, CO)
- **Duties & Responsibilities** Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and ... above. In this role, you will serve as the investment management subject matter expert within a...strong communication skills (verbal, written, listening, presentation) * Demonstrates trust , investment , and trading knowledge of portfolio… more
- CalSTRS (Sacramento, CA)
- … Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or CharteredAlternative Investment ... Under the general direction of the Senior Portfolio Manager, TFM the Head of Investment Risk is responsible for management and oversight of CalSTRS' total fund… more
- M&T Bank (Wilmington, DE)
- …clients. **Primary Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. ... **Overview:** Provides comprehensive investment management services to Wealth Advisory...Trust Advisors as well as others for all investment products. + Understand and adhere to the Company's… more
- Lincoln Financial Group (Columbus, OH)
- …**The Role at a Glance** This role will provide timely and accurate investment and derivatives data accounting and reporting for the General Account Invested Assets ... on a Statutory, GAAP, Management , and Tax basis. S/he will be responsible to...and proper accounting treatment of Lincoln Financial Groups (LFG) investment positions to support strategic investment operations… more
- Comerica (Charlotte, NC)
- …fiduciary standards and current and proposed tax laws. * Apply the Consultative Investment Management Process to client accounts, including the use of cash ... worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for... and financial issues, utilizing this information to form investment management decisions. * Develop, maintain and… more
- Lincoln Financial Group (Columbus, OH)
- …schedules, footnotes, general interrogatories etc.), GAAP (including SEC 10K and 10Q Investment related footnotes and disclosures), Management and Tax basis. You ... a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment ...of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible… more
- Lincoln Financial Group (Columbus, OH)
- …#:** 73040 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and Reporting Team at ... Lincoln Financial Group. The Investment Accounting and Reporting team is a highly visible...or accounting systems is needed * Demonstrates strong relationship management skills with internal clients (eg management ,… more
- First State Bank (Gainesville, TX)
- … and Trust services with particular emphasis on managed money accounts ( investment management agencies and trust accounts). + Maintaining new and ... Investment Advisor to focus on selling Wealth Management and Trust services. In addition this...positive attitude. Knowledge, Skills & Abilities: + Customer and Personal Service -- Knowledge of principles and processes for… more
- Citigroup (Beverly Hills, CA)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private ... The Investment Counselor Sr. Lead is a strategic professional...strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation… more
- Citigroup (Washington, DC)
- … management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and deliver ... family or function within a region or business. Full management responsibility of multiple teams, including management ...in the region. + Manages a large team of investment professionals including Investment Counselors and Product… more
- City National Bank (Los Angeles, CA)
- …experience in direct investment sales required. * Minimum 3 years of investment , securities and/or portfolio management experience required * Minimum 3 years ... you will do * Deliver a high degree of personal contact that creates a superior client experience. *...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets… more
- Citigroup (Miami, FL)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The ... The Inv Sales Service Senior Analyst also known as the Investment Support Associate is a seasoned professional role. Applies in-depth disciplinary knowledge,… more
- CareFirst (Owings Mills, MD)
- …and asset managers. This role will report to the VP, Treasury & Investment Management . **ESSENTIAL FUNCTIONS:** + Ownership and governance of the service ... of the plan assets. Knowledge of plan funding requirements of the pension plans, investment strategy for pension trust funds and investment options offered… more
- Deloitte (Columbus, OH)
- …you serve + 5+ years of public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry + Bachelor's degree in ... advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- CIBC (New York, NY)
- …Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are ... **About Our Group** The Energy, Infrastructure, & Transition ("EIT") team provides investment banking services to existing and prospective clients in the renewable… more
- Deloitte (Columbus, OH)
- …advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more