- Bank of America (New York, NY)
- …the Head of Asset Manager Relationships within Investment Products / Investment Solutions Group, Senior Relationship Manager will be responsible for ... Senior Relationship Manager New York, New York...investment partners + Facilitate and strengthen internal senior relationship with senior executives from our asset manager… more
- BMO Financial Group (San Francisco, CA)
- …well as BMO's Commercial- and Investment Banking product platform. The Senior Relationship Manager will play an important role in the Technology Banking ... practice is hiring a strong collaborative and self-starting Senior Relationship Manager . BMO is the 8th largest...in working with product partners in capital markets and investment banking + Ability to have strategic conversations with… more
- Umpqua Bank (Salem, OR)
- …+ Learning to identify potential referral opportunities and refers all relevant bank and investment needs to Relationship Manager to assist client reaching ... We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our… more
- AON (Chicago, IL)
- Aon Investments USA is looking for Senior Manager , Investment Compliance As part of an industry-leading team, you will help empower results for our clients by ... delivering innovative and effective solutions supporting our investment team. Your impact as a Senior Manager , Investment Compliance Aon Investments USA's… more
- Vanguard (Scottsdale, AZ)
- …departmental strategies focused on the near term (1-3 year ). The Fund & Investment Operations- Investment Support Manager : + Hires, evaluates, and ... Vanguard's Investment Operations (IOPS) & Global Investment ... Group (QEG & Index) desks. The IOPS Service Manager will support the crew in Arizona responsible for… 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 ... to make a difference. Join us! **Job Description:** The Private Wealth Senior Investment Manager is responsible for defining and owning the Financial Advisor(s)… more
- Vanguard (Malvern, PA)
- The Senior Manager , Fixed Income Fund & Investment Operations leads a team responsible for providing investment operations support and service to the Fixed ... Income Group in Investment Management group (IMG). This role manages and oversees...the implementation of new processes and technology. The Senior Manager : + Hires, evaluates, and supervises crew. Provides guidance… more
- Bank of America (Towson, MD)
- Senior Investment Manager Towson, Maryland **Job Description:** The Senior Investment Manager is responsible for defining andowning theFinancial ... philosophythrough the development of portfolio strategy, and leading a sound investment management process. Would act as team CIO, leading the … more
- HUB International (Omaha, NE)
- …outgoing, people-oriented person? If so, this is the career for you.** As a Manager of Investment Services **,** you will **build relationships** with clients ... your **career goals** **.** **Your job responsibilities as the Manager of Investment Services:** + Plan investments,...Minimum of 5 to 7 years of experience in relationship management, preferably within the retirement or wealth planning… more
- Deloitte (Columbus, OH)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on June 1, 2025 What ... you'll do As a Tax Manager , you will utilize your prior experience to provide...experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective… more
- DAI (Washington, DC)
- **Activity Manager - USAID Africa Trade and Investment Activity** City/Country Location Details **Washington DC** Employment Status Job Type **Project** **SCOPE ... OF WORK** **AFRICA TRADE AND INVESTMENT PROGRAM** **ACTIVITY MANAGER **...standardizing deliverable metrics, pay-for-performance and catalytic funding contractual framing.Manage relationship with client and implementing partner and serve as… more
- Bank of America (Fort Worth, TX)
- Consumer Investment Team Manager Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... the power to make a difference. Join us! The Investment Center is a multi-site service center located in...maintenance and online access and navigation inquiries. The Team Manager is a key role in Consumer Investments Client… more
- US Bank (New York, NY)
- …from Day One. **Job Description** The Corporate Audit Services (CAS) Senior Audit Manager is a senior level management position that is responsible for coordination ... the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This role supports the Audit Director for Wealth… more
- Plante Moran (Chicago, IL)
- Tax Manager or Tax Sr. Manager - Investment Funds + Location: United States, Illinois, Chicago + Location: United States, Colorado, Denver + Location: United ... with potential corporate or individual tax clients + Actively participate in investment fund clients (private equity, venture capital, real estate, fund of funds,… more
- Wells Fargo (Charlotte, NC)
- …is seeking a Senior Manager for the Independent Advisor Group - Client Relationship Group (CRG) in Wealth and Investment Management as part of Wells Fargo ... and coordinating process for regular business unit reviews. Leader will support investment decisions through development of business case **In this role, you will:**… more
- Raymond James Financial, Inc. (New York, NY)
- …timely circulation of required financial reporting and covenant compliance | Accompanies the relationship manager on prospect / client calls when appropriate | ... and high-net-worth (HNW) clients.** **Summary** **of** **the** **Position:** The Investment Fund Finance Portfolio Manager manages the underwriting… more
- Atria Wealth Solutions (Charlotte, NC)
- …as a liaison among all lines of business to deepen the member relationship (Allegacy Investment Group, Retail Banking, Business Services, Insurance, Mortgage ... Through its relationship with CUSO Financial Services, LP (CFS) Allegacy...(CFS) Allegacy Federal Credit Union is seeking a Licensed Investment and Banking Advisor to join their team in… more
- BMO Financial Group (SD)
- …**Work Schedule: Monday-Friday,** **10 am to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist's primary responsibility is to ... customer service experience. Being the first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with questions… more
- Wellington (Boston, MA)
- …and manager research, and partner with clients on factor-based investment solutions, including strategies to pursue customized risk and alpha objectives. The ... experience and knowledge of clients and the market, to build a strong, trust-based relationship with colleagues across the investment team, IPFS and the Client… more
- PNC (Baltimore, MD)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Institutional Asset Management organization, you will be ... field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. In this position, you will deliver OCIO (Outsourced Chief … more