- City National Bank (Irvine, CA)
- …administration review of all potential new trust or investment business . Partner with Business Development colleagues (Banker, Financial Advisor, ... a legal and administrative review of all potential new business . * Meet sales goals around sales expectation. *...with state tax laws, income taxation with respect to trust investment management principles, California and/or Nevada… more
- Bank OZK (Charlotte, NC)
- …and analyzing investment opportunities + Actively participate in business development by conducting and facilitating existing/prospective client meetings ... Job Purpose & Scope The VP, Trust Investment Officer constructs and manages...multiple business lines to ensure understanding of business needs and development opportunities + Demonstrate… more
- Municipality of Anchorage (Anchorage, AK)
- …Example of Duties The Director of Investment Operations (DIO) leads all day-to-day investment functions of the MOA Trust Fund, serving as Trust Manager ... DIRECTOR OF INVESTMENT OPERATIONS - Range 24 / EXE Print...acts as the primary point of contact for all Trust operations. This role ensures compliance with the IPS,… more
- Wells Fargo (Minneapolis, MN)
- …and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) ** Business Overview** Wealth & Investment Management, or WIM, ... Working as part of a high-performing team in your business group, you will gain in-depth experience as an...the following year to join the full-time Wealth & Investment Management Development Program. **Program** **D** **uration**… more
- CIBC (Boston, MA)
- …clients by working closely with our relationship management and business development teams to provide sound investment management and advisory services. ... studies, reports, and presentations. + Work with Relationship Managers, Business Development Officers, and clients to provide...value for all CIBC stakeholders is driven by a business culture based on common values: Trust ,… more
- CIBC (Chicago, IL)
- …Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with ... analysis of the consumer sector for our internal equity investment strategies focused on Equity Income and Growth with...self to work and you live our values - trust , teamwork, and accountability. _At CIBC, we offer a… more
- Truist (Beverly Hills, CA)
- …from time to time. + The investment team is a critical partner in new business development and acts as a primary source for investment communication. + ... shift (United States of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with Investment Managers… more
- Siemens (Boston, MA)
- …City, NY.** The Equity Investment Manager, Director will report to the Equity Investment Head and serve as a trusted business partner, playing a key role ... **Job Family:** Equity Finance **Req ID:** 477491 **Equity Investment Manager, Director** Here at Siemens, we take...next generation! We know that the only way a business thrives is if our people are thriving. That's… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …or strategic partnership roles such as private equity, venture capital, corporate development and business development . Experience in public sector ... the Bill & Melinda Gates Foundation established a Strategic Investment Fund (SIF) with the mandate to use equity,...trust of others. + Interest in global health, development , policy and advocacy, ideally with previous experience and… more
- Truist (Philadelphia, PA)
- …below. Specific activities may change from time to time. 1. Critical partner in new business development and acts as a primary source for investment ... 3. Possesses both strong portfolio management skills as well as robust business development capabilities. A Senior IM is client-focused, detail-oriented, and… more
- Atria Wealth Solutions (Vancouver, WA)
- …direct investment and insurance sales. + Bachelor's Degree in Business /related field or equivalent professional certification or graduate degree and/or an ... with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services...County Award / The Columbian: 2008-2024 + Best in Business Award / Vancouver Business Journal: 2013-2024… more
- Janus Henderson Investors (Denver, CO)
- …and world-class service. We will do this by protecting and growing our core business , amplifying our strengths and diversifying where we have the right. Our Values ... We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with...love to hear from you! Overview of the role Investment Risk Team works with portfolio management teams, providing… more
- US Bank (Hackensack, NJ)
- …the business such as: + Performing research, analysis, review, development , implementation, and monitoring of new and/or revised products/services. + Analyzing ... you excel at-all from Day One. **Job Description** **Our Investment Services** **t** **eam** Our Investment Services...you launch your career: + **U.S. Bank** **Global Corporate Trust & Custody** is a leading provider of corporate… more
- Lincoln Financial (Radnor, PA)
- …Responding to distribution/key accounts requests. + Provide support for retirement business including conducting investment reviews with existing clients ... 74931 **The Role at a Glance** Lincoln Financials Client Investment Strategies (CIS) team acts as a source of...optimally supporting the growth of our private market funds business , a key area of strategic growth for the… more
- Stanford University (Stanford, CA)
- …mandates for specific schools and departments. These portfolios include, the Stanford Business School Trust , the Stanford Engineering Venture Fund, the ... Investment Operations Analyst, School & Department Funds **Stanford...items, including confirming transactions are properly executed and instructing business partners to ensure accurate recording of all activity.… more
- Lincoln Financial (Frankfort, KY)
- …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...and gathering all necessary information. + Contributes to the development of processes and procedures to ensure compliance with… more
- City and County of San Francisco (San Francisco, CA)
- … Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual ... or consulting firm. Substitution * Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar… more
- Bank of America (Palm Beach Gardens, FL)
- …for defining and owning the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio strategy, ... and portfolio management knowledge and skills * Supervise research and development of portfolio recommendations for Investment Committee review + Lead… more
- Publicis Groupe (New York, NY)
- …outcomes, not just media metrics, that will have a measurable effect on our clients' business . Every investment we make has an ROI mindset-not just for our ... solutions that drive business impact. As the Senior Vice President, Integrated Investment you'll bring your extensive media buying expertise to our team and play… more
- First National Bank of Omaha (Minneapolis, MN)
- …and trust . This executive will serve as a public-facing investment leader, guiding strategic thinking, mentoring advisors, and representing our point of ... workspace. Work location is subject to change based on business needs. **Summary of the Job:** We're seeking a...content for advisors and clients alike. - Guide the development of investment commentary, research, and outreach… more