- Umpqua Bank (Reno, NV)
- …You reside in Reno, Nevada, you are an experienced Trust Officer , Trust Advisor, or Wealth Investment Portfolio Manager and you are well-connected ... + ** Trust Officer ** **:** Serves as thein-houseexperton trust administrationand supportsour Portfolio Managers and Private Client Advisorsin building… more
- City of New York (New York, NY)
- …of plan beneficiaries and the City of New York. Reporting directly to the Chief Investment Officer , the Deputy Chief Investment Officer (DCIO) will ... review and recommendation of investments across all asset classes including investment recommendations, portfolio construction, rebalancing and other … more
- 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 ... Fund Model portfolios. * Review and if prudent, approve portfolio adjustments as suggested by the financial advisor. *...and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust… more
- Enterprise Bank & Trust (Clayton, MO)
- …experience along with the daily interaction with other portfolio managers and trust associates to manage investment portfolios of Enterprise Bank & Trust ... coordinating delivery of these services with the client's Wealth Advisor, Private Banker, Trust Officer and Administrator. Such issues will typically include … 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
- City and County of San Francisco (San Francisco, CA)
- …with the objective of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment ... SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Asset Allocation, Risk Management, and Innovative… 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 ... investment sales required. + Minimum 3 years of investment , securities and/or portfolio management experience required...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets… more
- Bankers Trust (Omaha, NE)
- …and professional corporations by providing or referring commercial, consumer, mortgage, investment and trust products and services. There are important ... Private Banking Officer III Location Omaha, NE # of openings...professional corporations by providing or referring commercial, consumer, mortgage, investment and trust products and services. The… more
- Citigroup (DE)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private ... on the identification of and diversification of a discretionary portfolio 's exposure to a single security, issuer or industry....establish a working relationship with the Private Banking and Investment team in regard to the trust … more
- Citigroup (DE)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private ... on the identification of and diversification of a discretionary portfolio 's exposure to a single security, issuer or industry....establish a working relationship with the Private Banking and Investment team in regard to the trust … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... and approve portfolio changes. * Interacts with beneficiaries, their advisors and...operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust… more
- City National Bank (Phoenix, AZ)
- …provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank colleagues. + ... ** TRUST OFFICER ** **WHAT IS THE OPPORTUNITY?**...and approval. + Work with appropriate colleagues to develop investment strategies. + Oversee distribution of client's assets upon… more
- Bankers Trust (Des Moines, IA)
- …of experience leading successful teams required . Experience with Asset/Liability Management, investment portfolio management, loan loss portfolio management ... Chief Financial Officer Location Des Moines, IA # of openings...to employee development, and so many more. At Bankers Trust , our team members experience an inclusive and community-focused… 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 ... **BUSINESS SALES AND PORTFOLIO RELATIONSHIP ASSOCIATE COMMUNITY BANKING** **WHAT IS THE...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- Enterprise Bank & Trust (Clayton, MO)
- …coordinating delivery of these services with the client's Wealth Advisor, Private Banker, Trust Officer and Administrator. Such issues will typically include ... in conjunction with the client's Wealth Advisor, Private Banker, Trust Officer and Administrator. + Assist Wealth...colleagues. + Ability to independently research a variety of investment related topics and communicate with Portfolio … more
- University of Iowa Community Credit Union (Clive, IA)
- …to both the Credit Union and GreenState Wealth Management. + Manages a Trust Services portfolio in assigned market(s), which may include opening accounts, ... of disability.#ID #LI Refer a friend to this job (https://careers-greenstate.icims.com/jobs/3773/vice-president- trust - officer /job?mode=apply&apply=yes&in\_iframe=1&hashed=-336175149) Connect With Us! Not Quite What… more
- Thrivent Financial (Cottage Grove, MN)
- …and prioritize on the fly. This role is a direct support to the chief investment officer , and assists daily operations of the practice, including, but not ... analytic & operational support for our asset management business, ranging from investment proposals, application & service paperwork, client portfolio analytics,… more
- City National Bank (Charlotte, NC)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... **CREDIT RISK REVIEW OFFICER SENIOR CREDIT RISK 2LOD** **WHAT IS THE...regulatory leverage designations are correctly identified to adequately manage portfolio risk + Reviews and assesses non-compliance with CNB… more
- Comerica (Bloomfield Hills, MI)
- …applicant will thrive in team-based fiduciary environment, working closely with the trust officer , wealth advisor, and private banker and other internal ... worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for...Management, the ability to articulate effectively on financial and investment related subjects, knowledge of Modern Portfolio … more
- RES (Denver, CO)
- …your contributions and the perspectives you bring. Summary: The Chief Commercial Officer (CCO) will be responsible for building and managing the project development ... portfolio and maximizing returns on development capital investments in...wholesale market trading structures. + Manages the Risk and Investment Committee and Major Transaction Committee process, ensuring high… more
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