- CBRE (Tampa, FL)
- Investment Sales Manager Job ID 218765 Posted 27-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales /Brokerage Location(s) ... - Florida - United States of America **About The Role:** As a CBRE Investment Sales Manager , you will oversee a small team responsible for developing… more
- Lactalis American Group Inc. (Bedford, NH)
- Sales Trade Investment & Revenue Growth Manager Bedford, NH (http://maps.google.com/maps?q=6+Bedford+Farms+Drive+Bedford+NH+USA+03110) Job Type Full-time ... impact. From your PASSION to ours The Sales Trade Investment & Revenue Growth Manager will apply analytics to better understand, predict, and shape the… more
- Principal Financial Group (Chicago, IL)
- …+ Develop an in-depth knowledge of existing tools that supports the team's investment manager research functions + Lead projects, process reviews and/or system ... enhancements that support investment oversight initiatives + Contribute to investment analysis reviews and investment manager dashboards / scorecards. +… more
- Equitable (Charlotte, NC)
- Relationship Manager , Advisory and Investment Consulting ( 250000AO ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... your potential? The key objectives of the Advisory and Investment Consulting Relationship Manager are to build...relationships with the Equitable Advisors field force and enable sales and practice growth through driving investment … more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... to as the "Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies support the Private… more
- Atria Wealth Solutions (Dublin, CA)
- …with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco Credit ... and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member… more
- Equitable (Charlotte, NC)
- Senior Relationship Manager , Advisory and Investment Consulting ( 250000AP ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... your potential? The key objectives of the Senior Relationship Manager on the Advisory and Investment Consulting...with the Equitable Advisors financial professionals (FPs) and enable sales and practice growth through driving investment … more
- Regions Bank (Chattanooga, TN)
- …section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. ... Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to...+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of… more
- Capital One (Chicago, IL)
- Manager , Project Manager - Community Impact and Investment Market Engagement Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers ... that enrich lives. Our teams include Communications, Community Impact and Investment (CI&I), Community Finance, CRA Strategy and Program Management, the Government… more
- BMO Financial Group (Barrington, IL)
- Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of ... investment management and administration to ensure compliance. Works collaboratively...may include delivery of training to audiences. + Performs sales & service support activities as required to meet… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …More information can be obtained upon request. Institutional Services Sr. Relationship Manager - Investment Management Total Base Pay Range 80,500.00 - 169,100.00 ... Bank. GENERAL FUNCTION: The Fifth Third Institutional Services (FTIS) Senior Relationship Manager serves as the primary contact for a moderate volume of assigned… more
- Regions Bank (Ridgeland, MS)
- …the careers section of the system. **Job Description:** At Regions, the Area Investment Executive leads the Regions Investment Services program within their ... Management partners, this position is responsible for setting the overall investment services strategy to provide exceptional service and ensure appropriate branch… more
- Burns & McDonnell (Kansas City, MO)
- **Description** The Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop ... long-range investment plans...utilities, municipal electric utilities, and electric cooperatives. This project manager will be a seller-doer, conducting sales … more
- T. Rowe Price (Baltimore, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... initiatives. In conjunction with business leads across multiple divisions, the manager is responsible for identifying issues, analyzing alternative approaches, and… more
- Huntington National Bank (Charlotte, NC)
- …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...strategy. + Responsible for ongoing customer service and joint sales calls with business development staff. + Must keep… more
- Bank of America (Charlotte, NC)
- Credit Manager / Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of ... work constructively with business partners and clients. The Credit Manager (CM) is aligned with the Credit Executive (CE)...The purpose of the CM is to collaborate with sales , credit and risk partners to deliver custom credit… more
- Wells Fargo (New York, NY)
- …**Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of ... The team drives close collaboration across all Wealth & Investment Management product vertical to drive a consistent and...Client Associates. Wells Fargo is seeking a Lead Product Manager to join our Client Relationship Group to define… more
- Meta (New York, NY)
- …click "Apply to Job" online on this web page. **Required Skills:** Program Manager , Global Investment Programs, Business Msging Responsibilities: 1. Partner on ... foundational investment theses and guiding principles. 2. Establish data foundations...controls. 4. Support and commercialize incentive programs for Partner Sales . 5. Understand commercial, legal, and operational requirements to… 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 ... work constructively with business partners and clients. The Credit Manager (CM) is aligned with the Private Client Advisor...The purpose of the CM is to collaborate with sales , credit and risk partners to deliver custom credit… more
- Citigroup (New York, NY)
- …Strategies, and Third Party Asset Manager single strategies + Educate Bankers, Investment Counselors and other members of the sales team to increase ... product gaps or opportunities to the broader CIM organization including Product and Investment Manager Research teams. + Appropriately assess risk when business… more