- 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
- BMO Financial Group (Palo Alto, CA)
- …spreadsheets, database and presentation software** **(MSWord, Excel, PowerPoint)** Conducts investment research to support portfolio and business objectives, ... managers and/or performing fundamental, quantitative, or credit research that supports portfolio management and the development of new investment strategies.… 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
- 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
- Bank of America (Los Angeles, CA)
- …acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the ... Private Wealth Relationship Manager Los Angeles, California...Wealth Management is a leading provider of comprehensive wealth management and investment products and services… more
- Charles Schwab (Boston, MA)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. As a Sr. Manager , Sr. Wealth Advisor, you will work with clients to build a ... values your contributions, consider a career as a Sr. Manager , Sr. Wealth Advisor. Sr. Manager...Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered investment … more
- HUB International (Seneca, SC)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 ... and involvement through HUB Gives** **SUMMARY:** As a Junior Wealth Relationship Manager at HUB International, you...clients and participate in client meetings as needed. + ** Portfolio Management Support:** Assist senior wealth managers… 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
- HSBC (Arcadia, 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
- HSBC (San Francisco, CA)
- …acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager , you will: + Build deep, long-lasting and mutually ... our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with...+ Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment … 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
- HSBC (New York, 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
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... Vice President will provide onboarding and client service support to Neuberger Berman Wealth Advisor, Portfolio Management and Trust Company teams. The Vice… more