- Huntington National Bank (Charlotte, NC)
- Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + ... Manages medium/large and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to monitor investment … more
- BMO Financial Group (Barrington, IL)
- …fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + ... Management, and Sales Skills Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise… more
- Truist (Mclean, VA)
- …clients a centers of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional ... to Investment Managers and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high quality service level to our… more
- CIBC (Chicago, IL)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As an Investment Portfolio Strategist with CIBC Wealth Management's ... service to high-net-worth and ultra-high-net-worth clients. You'll assist with portfolio management, financial planning, investment decisions, trading, research,… more
- KeyBank (Tarrytown, NY)
- …activities of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, ... The role is responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry leading family office experience.… more
- Umpqua Bank (Scottsdale, AZ)
- …Scottsdale or Phoenix, Arizona, you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and you are well-connected and ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** Umpqua Bank is headquartered in the Pacific… more
- Truist (Orlando, FL)
- …by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to ... trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size. ESSENTIAL… more
- M&T Bank (Rochester, NY)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- KeyBank (Brooklyn, OH)
- …of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This ... Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. Reviews portfolios to analyze… more
- Tompkins Community Bank (Mount Kisco, NY)
- …reviews to ensure proper investment documentation. + Provide supervision to portfolio managers, wealth advisors and trust officers. + Assist Trust Department ... such as Bloomberg, Morningstar, and FactSet. + Manage the investment portfolio management process: + Participate in...a business development plan that focuses on partnering with Wealth Advisors and Trust Officers to prospect, seek referrals… more
- JPMorgan Chase (New York, NY)
- Join our Treasury organization as a Portfolio Hedging and Analytics Vice President, where you will play a crucial role in managing the balance sheet across Asset & ... Wealth Management. This position offers the chance to impact...and assist the Asset & Liability Management team with portfolio analytics and funding decisions. As a Vice President… more
- JPMorgan Chase (Boston, MA)
- … Wealth Management environment, particularly with a focus on client portfolio implementation, investment oversight/governance, and/or wealth management ... purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart... implementation platform. Your focus will be on client portfolio investment and tax outcomes. You will… more
- Truist (Dallas, TX)
- …Nationals client segment including PEPs, PICS and select professional firms, managing a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops ... States of America) **Please review the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign… more
- Neuberger Berman (New York, NY)
- …The NB Private Wealth Investment Group leads the investment process developing comprehensive portfolio solutions including the development of strategic ... NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+...across a broad range of asset classes and strategies, portfolio construction and risk management. The Investment … more
- Bank of America (San Francisco, CA)
- …acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the ... Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,… more
- Bank of America (Seattle, WA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Citigroup (Miami, FL)
- The Investment Strategy Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... family. **Responsibilities:** + Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Private Bank investors… more
- Truist (Atlanta, GA)
- …Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products ... clients, marketing new products, securing new clients and focusing on the Truist Wealth segmentation strategy. The typical Truist Wealth team is comprised of… more
- Kestra Financial (Plano, TX)
- …to their unique financial situations. This role will involve not only portfolio management but also financial planning, investment strategies, and ongoing ... in building relationships and demonstrating a thorough understanding of financial markets, investment products, and the wealth management landscape. Our focus is… more
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