- Robert Half Finance & Accounting (Minneapolis, MN)
- Description Our client , an institutional investment manager in the Twin Cities is seeking a detail-oriented and an analytical-minded individual for a direct ... * Possess at least one year of experience in Investment Trading or a related financial services field * Demonstrate proficiency in Data Analysis, Data Analysis… more
- JPMorgan Chase (Brooklyn, NY)
- …project management of new and incremental client business to the Securities Services organization within JPMorgan's Corporate Investment Bank. As a Client ... We are searching for a Client Solutions Manager to join our...Insurance Companies. Solutions and Implementation activity encompasses all Securities Services products including - but not limited to -… more
- JPMorgan Chase (Plano, TX)
- The Client Service Manager , based in...products including Custody, Fund Services , and Trading Services . This is a client focused role requiring ... and proven service performance. As a Senior Client Service Associate you will act as...support potential business growth. **Job Responsibilities** + Manage a client /s covering products across the Securities Services … more
- Truist (Dallas, TX)
- …(United States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth ... goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment ...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
- Enterprise Bank & Trust (Clayton, MO)
- …and other communications as needed or appropriate. Provide expert investment management service and advice to the client in conjunction with the client ... the relationship team in providing an exceptional level of client service and responsiveness based on the...process of closing new client prospects for investment management and wealth planning services . +… more
- Bank of America (Bethesda, MD)
- …activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and ... Investment Manager Specialist Bethesda, Maryland **Job...+ Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns… more
- Bank of America (Houston, TX)
- Private Wealth Senior Investment Manager Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... difference. Join us! **Job Description:** The Private Wealth Senior Investment Manager is responsible for defining and...and ability to deliver full range of products and services across the enterprise, ensuring alignment to client… more
- Deloitte (Columbus, OH)
- …areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment ... 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Manager /Portfolio Research Specialist - Operational Due Diligence within PNC's ... manager 's discretion. This position will focus on investment manager operational research and product management...provides guidance for team members. + Ensures ongoing internal client support with regard to managers and/or portfolios in… more
- Deloitte (Columbus, OH)
- …, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective ... implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services ...The team As the global leader in providing professional services to the Investment Management industry, Deloitte… more
- Morgan Stanley (Seattle, WA)
- … services wherever and whenever necessary to ensure the success of our client services . Salary range for the position: $70,000 - 150,000/Yr. The successful ... Manager is to facilitate projects across a growing 60 person, multi-function investment team. Projects include client work (onboarding custom models, complex… more
- City National Bank (Los Angeles, CA)
- **CRA INVESTMENT MANAGER ** **WHAT IS THE OPPORTUNITY?** Responsible for leading CNB's commitment to achieve economic empowerment and growth for underserved ... in SBIC, other private funds and LIHTC. CRA other investments include investment commitments to non-profit organizations (including CDFI) as well as for-profit CDFI.… more
- Deloitte (San Jose, CA)
- …you will utilize your prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the … more
- Burns & McDonnell (Manhattan, NY)
- **Description** The Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop ... on the big picture to effectively and efficiently provide services that meet client needs, while also...critical to project outcomes. + Willingness to learn new service offerings as client needs and the… more
- Nuveen Investments (Charlotte, NC)
- …account transfers, distributions and capital calls. + Works closely with client services , portfolio management, internal auditors, public accountants, federal ... incentive plans, or other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of… more
- Atria Wealth Solutions (Columbus, OH)
- CUSO Financial Services , LP (CFS) is seeking an Investment Program Manager within its Managed Program team to oversee and grow the Mid-Atlantic and ... is responsible for the development, implementation, and management of a comprehensive investment services /wealth management program for Credit Union members from… more
- US Bank (Philadelphia, PA)
- …from Day One. **Job Description** Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for ... various purposes. Account Managers serve as one of the client 's primary contacts, delivering a high level of customer...as well as expense management. Oversees work processed by Investment Services support staff, Trust Operations and… more
- JPMorgan Chase (New York, NY)
- …exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to ... way that's best for them. As a 529 Relationship Manager and Investment Specialist within JP Morgan...lead institutional relationships and support 529 business across investments, client service , marketing and operations + Ability… more
- Deloitte (Denver, CO)
- …of talent in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide ... on engagements and provide state tax consulting and compliance services to a diverse client set. You...tax returns + 4+ years' experience providing tax planning services and 2+ years' experience with investment … more
- US Bank (St. Paul, MN)
- …Fee Analysts within the Global Fee Management team focused on Wealth Management & Investment Services European client billings and Global Fee Management risk ... the operational activities for assigned functional area(s)/regions(s). Ensures quality service and effective securities operations activities for all supported… more