- M&T Bank (Wilmington, DE)
- …throughout Wilmington Trust and M&T Bank, including the Asset and Investment Management team, Relationship Managers, Trust Officers, Legal, Estate ... personal trust providers in the United States. The Wealth Management Trust Services division is entrusted to holistically administer generations of family… more
- Enterprise Bank & Trust (Clayton, MO)
- …and experience along with the daily interaction with other portfolio managers and trust associates to manage investment portfolios of Enterprise Bank & ... of these services with the client's Wealth Advisor, Private Banker, Trust Officer and Administrator. Such issues will typically include investment risk… more
- US Bank (Buena Park, CA)
- …facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner ... research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's… more
- First Horizon Bank (Memphis, TN)
- …site at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships ... assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service ...* Relevant certifications * 2 - 4 years of Trust or Investment Advisor experience or the… more
- M&T Bank (Radnor, PA)
- …**Primary Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate ... **Overview:** Provides comprehensive investment management services to Wealth Advisory...and for client including annual reviews and updates. Implement investment strategy recommendations. + Communicate Wilmington Trust 's… more
- Navy Federal Credit Union (Winchester, VA)
- Overview To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To ... provide information regarding Navy Federal Investment Services (NFIS) products and ...reach agreeable exchange and positive outcomes + Advanced customer service and relationship management skills + Ability… more
- UMB Bank (Denver, CO)
- … investment advisory accounts for high-net-worth clients and manage their investment strategy on a discretionary basis. ** Relationship Management and Sales ... client and parameters provided via Request for Proposal (RFP) opportunities. **Client Service ** Serve as the investment expert during client meetings. Lead… more
- Navy Federal Credit Union (Vienna, VA)
- Overview To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To ... + Experience in an administrative support capacity, preferably in member/customer service or financial services + Familiarity with financial… more
- Lincoln Financial Group (Columbus, OH)
- …#:** 73039 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst, with a focus on derivatives, to support the Investment ... Accounting and Reporting Team at Lincoln Financial Group. The Investment Accounting and Reporting team is a highly visible and dynamic team, interacting with many… more
- Citigroup (San Francisco, CA)
- …+ Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker + Arrange and lead ... of, and ability to communicate, the full range of investment themes, products and services Citi Private...in others areas of the bank, in particular lending, trust and institutional markets solutions, etc. + Partner with… 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 ... analysis, and proper accounting treatment of Lincoln Financial Groups (LFG) investment positions to support strategic investment operations and initiatives.… 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...accounting or accounting systems is needed * Demonstrates strong relationship management skills with internal clients (eg management, peers… more
- Lincoln Financial Group (Columbus, OH)
- …#:** 72640 **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...resources and tools to drive solutions. * Demonstrates strong relationship management skills with internal clients (eg management, peers… more
- City National Bank (Los Angeles, CA)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, ... ** INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS MANAGER** **WHAT IS...+ Minimum 8 years within or related to financial services **Skills and Knowledge** + Knowledge of OCC Reg… more
- CIBC (Chicago, IL)
- …Service , Customer Experience (CX), Financial Modeling, Financial Products, Investment Banking, Mergers and Acquisitions (M&A), Qualitative Analysis, Quantitative ... We're building a relationship -oriented bank for the modern world. We need...team, you'll support the continued growth of CIBC's US Investment Banking platform. As an Analyst, you will support… more
- City National Bank (Los Angeles, CA)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, ... ** INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST** **WHAT IS...+ Minimum 3 years within or related to financial services **Skills and Knowledge** + 3+ years in a… more
- Charles Schwab (Lone Tree, CO)
- …Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB provides ... and existing Mass Affluent clients to deepen engagement, build trust , and provide investment solutions and tools...ensure these clients get the most out of their relationship with Schwab. As an Investment Consultant… more
- US Bank (Milwaukee, WI)
- …economics and general business + Strong sales and relationship management/client services skills + Ability to effectively present investment strategies to ... you excel at-all from Day One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established… more
- Bank of America (Chandler, AZ)
- …difference. Join us! **Job Description:** This job is responsible for providing phone-based services to relationship jobs where the representative is expected to ... functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take… more
- City National Bank (Beverly Hills, CA)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, ... within the Bank such as Investment Department, Trust Department, or to a Relationship Manager....Action. **Must-Have + Minimum 2 years experience in client service , banking operations or relationship management support… more