- Huntington National Bank (Birmingham, MI)
- …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
- Bank of America (Spokane, WA)
- Private Wealth Senior Investment Manager Spokane, Washington **Job Description:** At Bank of America, we are guided by a common purpose to help make ... make a difference. Join us! **Job Description:** The Private Wealth Senior Investment Manager is...and owning the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio… more
- Citizens (Tarrytown, NY)
- … Management Group is responsible for the day-to-day management of client portfolios. The Wealth Portfolio Manager provides portfolio management services ... objectives, risk/return and liquidity needs for the client. The portfolio manager will partner with internal colleagues...products. Minimum Required: + 3-10 years of experience with investment portfolio construction experience + 3-10 years… more
- US Bank (New York, NY)
- …audit activities related to the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This role supports the ... **Job Description** The Corporate Audit Services (CAS) Senior Audit Manager is a senior level management position that is...Audit Director for Wealth Management and Investment Services, the Senior… more
- Huntington National Bank (Columbus, OH)
- Description Summary: The Wealth & Investment Strategy Manager manages "strategies" of stocks, bonds, funds or a combination of those in a Team Managed format ... retirement plan services or other strategy, as assigned by the Chief Investment Office. + Completes effective and understandable research as assigned within the… 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
- Zions Bancorporation (Salt Lake City, UT)
- …affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Market Manager to join our team of bank partners. At Zions Bank, ... by a cohesive group of banking professionals, which includes: + Investment Management Portfolio Managers/Advanced Planning Professionals + Retail Bankers… more
- CIBC (Chicago, IL)
- …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 + 15+ 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 (Arcadia, 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
- Citigroup (New York, NY)
- …experience for the full Citi relationship, particularly in the US The Digital Wealth Product Senior Group Manager will drive strategy and implementation for ... The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against...them. Job Profile Summary The Product Management Senior Group Manager is a senior management level position responsible for… more
- BlackRock (New York, NY)
- …wealth management clients with model construction capabilities, risk monitoring tools, and portfolio construction & analytics. The Aladdin Wealth Tech team is ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and… more
- BlackRock (Atlanta, GA)
- …the global wealth management industry. Our mission is to transform wealth management through technology, leading to better investment outcomes for more ... people. Our users are financial advisors, bankers, CIOs, risk managers, portfolio managers, and business leaders of leading wealth managers. We enable them to… 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
- Bank of America (New York, NY)
- …acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the ... Private Wealth Relationship Manager New York, New...one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management… more
- Zions Bancorporation (Salt Lake City, UT)
- …controls to address the risks associated with vendors. We are currently seeking a Wealth Technology and Operations Manager within the EWM Team to manage ... functions. This position is located in Salt Lake City, Utah. Description The Wealth Technology and Operations Manager works closely with key executives and… more
- Morgan Stanley (Purchase, NY)
- …services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth ... Exemplary verbal and written communication skills *_Qualifications_* . 3 years portfolio accounting or investment reporting experience serving institutional and… 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
- Morgan Stanley (Chicago, IL)
- …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
- 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
- Citigroup (Stamford, CT)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
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