- 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 ... and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust... Investment management concepts as they pertain to trust accounts. **Skill in:** * Preparing and delivering written… more
- Bank OZK (Clearwater, FL)
- …client portfolios including asset management, research, and analysis for all investment products including but not limited to individual securities, mutual funds, ... + Responsible for the daily management and administration of client investment portfolios in accordance with departmental policies and procedures. + Understands… 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
- M&T Bank (Rochester, NY)
- …**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 Services clients....Trust Advisors as well as others for all investment products. + Understand and adhere to the Company's… more
- Comerica (Bloomfield Hills, MI)
- …of high net worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for maintaining meaningful client contact. ... Senior Investment Strategist, Vice President, Wealth Management Senior ...thrive in team-based fiduciary environment, working closely with the trust officer, wealth advisor, and private banker and other… more
- US Bank (Buena Park, CA)
- …facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner ... Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.… more
- Regions Bank (Hattiesburg, MS)
- …partners and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and developments ... Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities… more
- JPMorgan Chase (Newark, DE)
- …Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and ... as a leading global financial services firm. **Job Responsibilities** + Analyze trust documents for legal, tax, administrative and investment issues and… more
- The Chicago Community Trust (Chicago, IL)
- …impact investment opportunity set, financial & structural constraints of various Trust investment portfolios & our discretionary grant budget, and an ... is invested in Benefit Chicago, a $100mm place-based impact investment fund launched by The Chicago Community Trust... investment fund launched by The Chicago Community Trust , The MacArthur Foundation, and Calvert Impact Capital. The… 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 & ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...our communities.** **Together, there's no stopping you!** **Job Title:** Investment Management: Associate Portfolio Manager **Job Description:** **Summary:** The… more
- First Horizon Bank (Memphis, TN)
- …Word, Microsoft Excel, etc. * Relevant certifications * 2 - 4 years of Trust or Investment Advisor experience or the equivalent in education and experience. ... at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and… more
- State of Massachusetts (Boston, MA)
- …with the general supervision of the Pension Reserves Investment Trust ("PRIT") Fund, created by ... can bring a unique and authentic perspective to the Pension Reserve Investment Management Board (PRIM) are especially encouraged to apply. /This 10-week fellowship… more
- CareFirst (Owings Mills, MD)
- …of the plan assets. Knowledge of plan funding requirements of the pension plans, investment strategy for pension trust funds and investment options offered ... **Resp & Qualifications** **PURPOSE:** The Investment Consultant is responsible for the financial administration...This role will report to the VP, Treasury & Investment Management. **ESSENTIAL FUNCTIONS:** + Ownership and governance of… more
- Regions Bank (Mobile, AL)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... opportunities + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment … more
- First Horizon Bank (Memphis, TN)
- …finance and operations * Five to ten years' work experience * Experience in Trust , Banking, Investment management and back office solutions **About Us** First ... job posting. **Summary** : Assist the Vice President and Trust Real Estate Manager in the administration of daily...of daily tasks for all real-estate assets held in trust . Work cohesively with other department staff in daily… more
- Huntington National Bank (Columbus, OH)
- …Bank's Private Client Group is responsible for the complete administration of assigned trust and investment management accounts of moderate to high complexity, ... Duties and Responsibilities: + Responsible for reviewing and interpreting trust documents and administering trusts accordingly. + Coordinates administrative… more
- M&T Bank (Wilmington, DE)
- …Jira, Confluence. **Financial Industry Experience:** Institutional Financial Products (Corporate Trust Accounts, Investment Funds, Bonds, Structured Finance, ... **Overview:** The Wilmington Trust Institutional Client Services (ICS) division is experiencing...the engineering team is tasked with building a digital " trust management platform" using modern FinTech capabilities. The engineering… more
- Bank of America (Atlanta, GA)
- …Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team ... Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team… more
- Umpqua Bank (Phoenix, AZ)
- …Weare agrowth-mindedwealth managementcompanythat offers estate and financial planning, investment management and trust serviceswithaveryfavorable reputation in ... trust relationshipsutilizing effective investmentstrategiesthat maximize the return on investment of assets under management and meet fiduciary objectivesfornew… more
- City National Bank (New York, NY)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... *SENIOR INVESTMENT STRATEGIST* WHAT IS THE OPPORTUNITY? The Senior Investment Strategist is a member of the investment research team reporting to the Chief … more
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