- 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
- Umpqua Bank (Phoenix, 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 (Richmond, VA)
- …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
- Morgan Stanley (Menlo Park, CA)
- …Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate ... Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans...investment products preferred * Successful completion of the Portfolio Management Coursework or holds the CFA designation *… more
- BMO Financial Group (Palo Alto, CA)
- …spreadsheets, database and presentation software** **(MSWord, Excel, PowerPoint)** Conducts investment research to support portfolio and business objectives, ... managers and/or performing fundamental, quantitative, or credit research that supports portfolio management and the development of new investment strategies.… more
- Citigroup (New York, NY)
- …wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and ... Citi Global Wealth (CGW) is a Division of Citi focused...initiatives are in place. + Support the WCM NAM Portfolio Head, Investment Finance Product and Regional… more
- Morgan Stanley (Pasadena, CA)
- …Advisors / Private Wealth Advisors with developing financial plans and investment strategies based on client goals. The Portfolio Management Associate ... in applicable software applications * Knowledge of financial industry and investment products preferred * Successful completion of Portfolio Management… more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located ... Vegas, NV and reports up to the Director of Investment Management. The Portfolio Manager (PM) role...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors,… 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
- BlackRock (San Francisco, CA)
- …Responsibilities** + Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management… more
- BMO Financial Group (Woodstock, IL)
- …fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + ... / CFP Designations Preferred Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise… 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
- Morgan Stanley (Menlo Park, CA)
- …other data for clients, that may involve evaluating account performance, analyzing investment portfolio holdings, and generating quarterly investment ... *POSITION SUMMARY:* The Wealth Management Analyst's responsibilities include producing strategy reports,...in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance,… more
- Morgan Stanley (Menlo Park, CA)
- …other data for clients, that may involve evaluating account performance, analyzing investment portfolio holdings, and generating quarterly investment ... *POSITION SUMMARY:* The Wealth Management Analyst/Associate is often the first point...in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance,… more
- Enterprise Bank & Trust (Clayton, MO)
- …our communities.** **Together, there's no stopping you!** **Job Title:** Investment Management: Associate Portfolio Manager **Job Description:** **Summary:** ... and experience along with the daily interaction with other portfolio managers and trust associates to manage investment...in the process of closing new client prospects for investment management and wealth planning services. +… more
- Bank of America (Leawood, KS)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...Client Investments Management + Portfolio Analysis + Portfolio Management + Wealth Planning + Causation… 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 (Los Angeles, 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
- Charles Schwab (Boston, MA)
- …Sr. Manager, Sr. Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered investment advisor and an affiliate of ... transform the finance industry together. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies… more
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