- CareFirst (Baltimore, MD)
- …the development and delivery of tactical marketing and communication initiatives. The Account Manager is directly responsible for aggressively growing group ... AND FOR CLIENT MEETINGS AND STAFF MEETINGS. **ESSENTIAL FUNCTIONS:** + The Account Manager is directly responsible for aggressively growing group enrollment… more
- CalSTRS (Sacramento, CA)
- …globally diversified investment portfolio. Under the direction of the Senior Portfolio Manager , Total Fund Management, the Investment Officer II is responsible ... Job Posting: Investment Officer II , Total Fund Management State Teachers' Retirement System...mathematics, statistics, business, or a related field + FRM, CFA , CAIA, or other industry certification + Experience performing… more
- Bank of America (Los Angeles, CA)
- Private Client Manager II Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Private-Client- Manager - II \_25024448-2) **Job Description:** At Bank of America,… more
- CalSTRS (Sacramento, CA)
- …by a culture of integrity. Under the general direction of the Associate Portfolio Manager (APM) the IO II is responsible for performing complex investment ... Job Posting: Investment Officer II , Investment Compliance State Teachers' Retirement System JC-493302...possesses a professional certification as a Chartered Financial Analyst ( CFA ) may receive a 5% monthly base pay differential.… more
- Truist (Tampa, FL)
- …of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver ... and adjust investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary… more
- Huntington National Bank (Chicago, IL)
- Description Summary: The Asset Based Lending ("ABL") Senior Vice President Relationship & Portfolio Manager Team Lead directs a team of 4 - 6 ABL Relationship and ... (i) properly documents and services the ABL loan portfolio, ( ii ) manages all aspects of the ongoing client relationship...on a timely basis, and (iv) coordinates with the Manager of ABL Operations and Field Exam to ensure… more
- Wellington (New York, NY)
- …in the legal or compliance space + Bachelor's degree plus professional designation (eg CFA ) a plus + Experience working at a large investment manager with ... of (i) Control Room or information barrier practices and/or ( ii ) the trading rules across multiple jurisdictions/regulatory regimes a...is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered… more
- MUFG (New York, NY)
- …Maintain direct communication with assigned customers, if needed by RM (relationship manager ). + Coordinate and communicate critical account information to ... also make appropriate judgement when to escalate/consult with the manager where necessary. + Advise account officers...a related field such as accounting, finance. + MBA/ CFA , a plus + 3-5 years working experience in… more
- MUFG (Los Angeles, CA)
- …goal of maximizing net income and reducing credit costs. You as a Credit Risk Manager in PMG will be responsible for the implementation of the credit risk management ... purpose entity clients, including periodic reviews and communication of account information across various constituencies throughout the organization + Review… more
- MUFG (Houston, TX)
- …presentations + Responsible for the coordination and communication of account information across various constituencies throughout the organization + Responsible ... facility closing due diligence, including documentation + Attend Relationship Manager customer meetings, when appropriate + Special projects, as...+ A Bachelor degree, with an MBA, CPA, or CFA Level 1, 2 or 3 is preferred +… more