- Neuberger Berman (New York, NY)
- …of accounts, including Personal Trusts, Collective Investment Trusts (CITs), and Outsourced Chief Investment Officer (OCIO) clients, such as endowments, ... of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust...stakeholders to assess and improve processes in accordance with Office of the Comptroller of the Currency (OCC) guidelines… more
- PNC (Houston, TX)
- …the Institutional Asset Management Regional Managing Director, you will deliver OCIO ( Outsourced Chief Investment Officer) solutions to non-profit ... contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you...in a PNC location. Responsibilities require time in the office or in the field on a regular basis.… more
- Neuberger Berman (New York, NY)
- …and services a family of Collective Investment Trusts (CIT) as well as Outsourced Chief Investment Officer (OCIO) clients which are primarily endowments, ... of various functional roles within asset management required; working knowledge of investment products preferred + Proficiency in Microsoft Office software (eg… more
- US Bank (Los Angeles, CA)
- …Management (USBAM) is currently seeking an industry professional to assist with our Outsourced Chief Investment Officer (OCIO) client management and business ... development efforts for its discretionary investment advisory practice as an OCIO Relationship Manager. -...role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
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