- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... estate planning, trusts and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust accounts. **Skill… more
- Comerica (Bloomfield Hills, MI)
- Senior Investment Strategist, Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the portfolios of ... net worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for maintaining meaningful client contact. The… more
- M&T Bank (Radnor, PA)
- …**Primary Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate ... (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations. + Communicate Wilmington Trust 's investment … more
- UMB Bank (Denver, CO)
- …cycle, in the manner best suited to the clients' goals and objectives. The Senior Investment Strategist works directly with our most sophisticated and complex ... strong communication skills (verbal, written, listening, presentation) * Demonstrates trust , investment , and trading knowledge of portfolio modeling,… more
- City National Bank (Los Angeles, CA)
- ** INVESTMENT OFFICER SENIOR ** **WHAT IS THE OPPORTUNITY?** Responsible for sales of a broad range of investments, with a particular emphasis on taxable and ... as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange… more
- T. Rowe Price (Baltimore, MD)
- …(Equity) + Exceptional communication skills required. + Ability to build trust , rapport and credibility quickly with Investment Professionals Preferred ... difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today… more
- Publicis Groupe (Birmingham, MI)
- …leveraging scaled investment , marketplace innovation, strength in partnerships and intelligence. ** TRUST ** Trust is the cornerstone upon which we build our ... transform client business. **Overview** Ignite your career as a Senior Associate Negotiator at PMX! As an experienced media... Associate Negotiator at PMX! As an experienced media investment professional, you already know that Local Media is… more
- Deloitte (San Francisco, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you...decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- Deloitte (Sacramento, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team… more
- Vanguard (Malvern, PA)
- Responsibilities: + Supports trust administration, including analysis of administrative requirements and preparation of related notices and nonjudicial settlement ... agreements. + Trust termination management, including risk analysis and preparation of...and legal developments related to Vanguard's business activities and investment products. + Leads the review and resolution of… more
- Citigroup (Washington, DC)
- …the regional management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and ... Invst Counselor Func Grp Mgr manages multiple teams of senior professionals through other senior managers. The...in the region. + Manages a large team of investment professionals including Investment Counselors and Product… 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 Private ... The Investment Counselor Sr. Lead is a strategic professional...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… more
- City of New York (New York, NY)
- …health, integrity, and effectiveness of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers, and build a more just, ... Asset Management (BAM) is responsible for oversight of the investment portfolios of the five New York City pension...Officer (DCIO) will be a member of the BAM senior leadership team and a voting member of the… more
- Citigroup (New York, NY)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private ... and help follow-up with clients and bankers + Help support the senior members of the investment team in their delivery of investment solutions to clients.… more
- Citigroup (San Francisco, CA)
- …skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing ... chosen will be expected to lead produce growth in investment revenue and AUMs with Ultra High Net Worth...in others areas of the bank, in particular lending, trust and institutional markets solutions, etc. + Partner with… more
- Wellington (Boston, MA)
- …be an empathetic leader with the strongest ability to build trust -based relationships with investors. **RESPONSIBILITIES** ** INVESTMENT CAPABILITIES & TALENT** ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- M&T Bank (Boston, MA)
- …expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… 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, Orange ... ** INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS MANAGER** **WHAT IS...experience in driving operational change with front line to senior leadership personnel + Excellent relationship and stakeholder management… more
- US Bank (New York, NY)
- …Division's Wealth Management & Investment Services legal team to support US Bank's trust and custody businesses. US Bank offers trust and custody accounts to ... businesses, governments, financial-services institutions, endowments and foundations, benefits plans, investment funds, and other customers. In connection with those… more