- Huntington National Bank (Charlotte, NC)
- …Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages medium/large ... and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to...objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for… more
- Umpqua Bank (Phoenix, AZ)
- …in Scottsdale or Phoenix, Arizona, you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and you are well-connected ... Trust Portfolio Manager Wealth Management...Advisor. Weare agrowth-mindedwealth managementcompanythat offers estate and financial planning, investment management and trust serviceswithaveryfavorable reputation in the marketplace… more
- Zions Bancorporation (Las Vegas, NV)
- …endless. You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is ... Vegas, NV and reports up to the Director of Investment Management. The Portfolio Manager ...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors,… more
- Wells Fargo (Charlotte, NC)
- … Manager . This position will conduct oversight of processes across the Wealth Portfolio Implementation (Trade Support), including the review and signoff of ... **About this role:** Wells Fargo Wealth and Investment Management (WIM) Operations is seeking an Operations Senior… more
- BMO Financial Group (Woodstock, IL)
- …fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + ... / CFP Designations Preferred Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise… more
- JPMorgan Chase (New York, NY)
- …our Multi-Asset & Portfolio Solutions team as a dynamic Business Manager . Drive growth, implement change, and optimize performance while working with top ... platforms. + Communicate effectively with key business partners, including portfolio management, manager research, alternative research, and sustainable… more
- Enterprise Bank & Trust (Clayton, MO)
- …supporting our communities.** **Together, there's no stopping you!** **Job Title:** Investment Management: Associate Portfolio Manager **Job Description:** ... **Summary:** The Associate Portfolio Manager leverages capital market knowledge and experience along with...in the process of closing new client prospects for investment management and wealth planning services. +… more
- Citigroup (New York, NY)
- …and multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment professionals. The candidate will ... Management (CIM) is a group within Citi Global Wealth Investments that manages assets on a discretionary and... investment management and client service functions. The portfolio manager will be located with the… more
- CIBC (New York, NY)
- …supports partnering behavior, and capitalizes on individuals' expertise and knowledge of investment and wealth advisory services to provide "best in class" ... CFA, CPA, CFP, JD + 10+ years experience in portfolio management, personal tax, wealth management, financial...wealth management, financial planning. + Comprehensive knowledge of investment and wealth advisory products and services.… more
- HSBC (Cupertino, CA)
- …fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our ... our communities and the planet we all share. The Wealth Relationship Manager works closely with the...+ Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment … more
- JPMorgan Chase (New York, NY)
- …investment professionals, they have extensive cross-asset class and market knowledge. As Portfolio Manager , the candidate will be expected to drive client ... It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial...team")** The OCIO team is a specialist group of portfolio managers providing highly customized investment advice… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... of accelerated growth and success. Job Summary As the Wealth Project Manager , this individual will play...role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that… more
- American Bankers Association (Washington, DC)
- …in the industry across all dimensions of wealth management (planning, investment management, trust, private banking). The Market Manager will assess the ... designation _!_ **Job Description:** Office of Member Engagement's (OME) Wealth Management Market Manager is responsible for... will track and analyze the performance of the wealth management training portfolio for profitability and… more
- Regions Bank (Hattiesburg, MS)
- …book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to development ... into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for… more
- Citigroup (Tampa, FL)
- The IPB Wealth Solutions Advisory Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and ... responsible for all hiring decisions, disciplinary actions and terminations. The IPB Wealth Solutions Advisory Manager will be responsible for insuring firm… more
- HSBC (Brooklyn, NY)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship ... of clients. Here's what you can expect: As the Wealth Relationship Manager , you will build deep,...will conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment … more
- Neuberger Berman (New York, NY)
- …The NB Private Wealth Investment Group leads the investment process developing comprehensive portfolio solutions including the development of strategic ... NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+...The role will offer broad exposure to multi-asset class portfolio construction, manager due diligence, investment… more
- Bank of America (Newton, MA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Citigroup (Bronxville, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Morgan Stanley (Menlo Park, CA)
- …other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment ... *POSITION SUMMARY:* The Wealth Management Associate is often the first point...of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor… more