- Huntington National Bank (Midland, MI)
- Description Summary: Wealth and Investment Portfolio Manager II's manage medium/large and complex portfolios based on client and corporate investment ... Duties and Responsibilities: + Works closely with the client to monitor investment performance and recommend a strategy. + Responsible for ongoing client service… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: 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 monitor investment … more
- Truist (Atlanta, GA)
- …centers of influence. Provide essential investment support in the daily investment portfolio administration for the Wealth Management regional office. ... to Investment Managers and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high-quality service level to our … more
- Truist (Mclean, VA)
- …clients a centers of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional ... to Investment Managers and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high quality service level to our… more
- KeyBank (New York, NY)
- …activities of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, ... The role is responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry leading family office experience.… more
- Wells Fargo (Charlotte, NC)
- …assistance with new business opportunities **Required Qualifications:** + 4+ years of Wealth Investment Portfolio Management experience, or equivalent ... Income Strategies Teams current strategy and delivers market updates to the broader Wealth Investment Management (WIM) community + Participates in fixed income… more
- Truist (Charlotte, NC)
- …by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to ... trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size. ESSENTIAL… more
- BlackRock (Princeton, NJ)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this role** This… more
- JPMorgan Chase (San Francisco, CA)
- …~5,000 advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be ... investment strategies + Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise...the field is preferred + Ability to understand complex portfolio data, and verbalize the message in a simple… more
- Bank of America (Charlotte, NC)
- Credit Manager, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... **Job Description:** Manages the end to end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration Unit to… more
- Bank of America (St. Louis, MO)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Chicago, Illinois **Job Description:** At Bank of America, ... (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and… more
- Bank of America (Charlotte, NC)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are guided ... (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and… more
- Bank of America (Florham Park, NJ)
- Credit Executive, Global Wealth & Investment Management Pennington, New Jersey;Florham Park, New Jersey; Princeton, New Jersey; Red Bank, New Jersey **Job ... a seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits **Skills:** * Business… more
- Citigroup (New York, NY)
- …respect to their specific characteristics and within the context of a client portfolio . + Implement advisory and discretionary investment mandates. + Articulate ... The Investment Counselor Team Lead manages a team of...requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This… more
- Wells Fargo (Atlanta, GA)
- …talent. It all begins with you. Wells Fargo is seeking a **Senior Private Wealth Portfolio Manager.** **In this role, you will:** + Identify and recommend ... highly complex business and technical needs across groups and functions within Private Wealth Portfolio Management + Lead the strategy and resolution of highly… more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located ... Vegas, NV and reports up to the Director of Investment Management. The Portfolio Manager (PM) role...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors,… more
- Tompkins Community Bank (Mount Kisco, NY)
- …reviews to ensure proper investment documentation. + Provide supervision to portfolio managers, wealth advisors and trust officers. + Assist Trust Department ... such as Bloomberg, Morningstar, and FactSet. + Manage the investment portfolio management process: + Participate in...a business development plan that focuses on partnering with Wealth Advisors and Trust Officers to prospect, seek referrals… more
- Commerce Bank (Leawood, KS)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment … more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role on the East Coast.… more
- Huntington National Bank (Columbus, OH)
- …to the Director of Portfolio Solutions, the analyst will work with the Wealth Management Leadership team and other Wealth leaders to develop an understanding ... the current challenges and opportunities facing these key investment platforms. + Support the development of wealth... investment platforms. + Support the development of wealth products based on a deep understanding of business… more
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