- 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)
- …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
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager , Trust Investment Officer, Senior Investment Manager at a Wealth Management firm ... fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. +… more
- Bank of America (Aventura, FL)
- …updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and shares ... of Investment Management Specialist Aventura, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management… more
- Bank of America (Charlotte, NC)
- Credit Manager , Global Wealth & Investment ...Manages the end to end credit process for a portfolio of Private Wealth Management clients and works ... with business partners and clients Role Summary: The Credit Manager (CM) is aligned with the Credit Executive (CE)...goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth… more
- Bank of America (Cincinnati, OH)
- Private Wealth Investment Management Specialist Cincinnati, Ohio **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies, and institutions....for defining the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio… more
- Wells Fargo (Atlanta, GA)
- …outstanding talent. It all begins with you. Wells Fargo is seeking a **Senior Private Wealth Portfolio Manager .** **In this role, you will:** + Identify and ... 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)
- …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
- 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
- Commerce Bank (Leawood, KS)
- …of the compensation range for some roles. This compensation range is for the Portfolio Manager Associate job and contemplates a wide range of factors that ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax… more
- Bank of America (New York, NY)
- …report directly into our Head of Global Wealth Management Portfolio and Investment Strategy. + Lead portfolio manager on a small cap portfolio ... VP/ Director: Equity Research, Lead Portfolio Manager New York, New York...Manager on additional portfolios, likely our mid cap portfolio + Sourcing new investment ideas +… more
- Bank of America (San Francisco, CA)
- …acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the ... Private Wealth Relationship Manager San Francisco, California...Wealth Management is a leading provider of comprehensive wealth management and investment products and services… more
- HUB International (Seneca, SC)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 ... and involvement through HUB Gives** **SUMMARY:** As a Junior Wealth Relationship Manager at HUB International, you...clients and participate in client meetings as needed. + ** Portfolio Management Support:** Assist senior wealth managers… more
- TD Bank (Mount Laurel, NJ)
- …team of enthusiastic colleagues dedicated to setting new industry standards. **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct risk ... within risk appetite, through expert objective guidance and independent challenge.** **U.S. Wealth is a fully integrated wealth management business that provides… more
- Zions Bancorporation (San Diego, CA)
- …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 Bancorporation, ... by a cohesive group of banking professionals, which includes: + Investment Management Portfolio Managers/Advanced Planning Professionals + Retail Bankers… more
- NTT America, Inc. (New York, NY)
- …Serve as the primary point of contact for a portfolio of Wealth Management, Asset Management, Investment Banking, and Market Infrastructure clients, ensuring ... inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our… more
- Coldstream Wealth Management (Bellevue, WA)
- …Strategy Group + Investment Management: + In conjunction with the team's Portfolio Manager , establish and plan for each client's goals, objectives, risk ... be a great fit for you! As an Associate Wealth Manager on one of our growing...monitor asset allocation and rebalancing needs; create and implement investment plans + Business development: + Develop leads and… more
- CIBC (Austin, TX)
- … portfolio . You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-while actively growing your client ... investment objectives and firm policies. + **Expand your portfolio :** Acquire new clients with complex financial needs through...a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver… more
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