- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all ... CNS Investment Advisory Program and client-directed accounts, to affluent individuals...a variety of settings. WHAT WILL YOU DO? * Investment Advisory Program Account AdministrationOpen Investment Advisory… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... performance of the individual. This individual will serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:**… more
- Citigroup (Washington, DC)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex ... problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies… more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex ... problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role...classes. This role requires a seasoned professional with strong investment acumen, client relationship expertise, and the… more
- City and County of San Francisco (San Francisco, CA)
- …For SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Public Fixed Income portfolio, which includes ... existing or prospective investments. + Assists in managing the relationship with external managers. + Takes direction from senior... management experience at a position equivalent to an Investment Officer or higher with an … more
- City of New York (New York, NY)
- …of the resources of plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the Public Equity allocation, which currently ... totals approximately $117 billion. The Investment Officer will report to the Head...investment manager due diligence process - Monitoring and relationship management of a portion of the portfolio of… more
- First National Bank of Omaha (Minneapolis, MN)
- …based on business needs. **Summary of the Job:** We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our ... communication, and trust. This executive will serve as a public-facing investment leader, guiding strategic thinking, mentoring advisors, and representing our point… more
- Bank of America (New York, NY)
- Credit Officer - Global Corporate & Investment Banking - General Industries Chicago, Illinois;New York, New York **To proceed with your application, you must be ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Credit- Officer Global-Corporate Investment -Banking General-Industries\_25017895) **Job Description:** At… more
- JPMorgan Chase (San Francisco, CA)
- …the box, challenging the status quo and striving to be best-in-class. As a Lead Credit Officer - Vice President in the Key Relationship Group, you will be part ... evaluation of income property loan portfolios, training less experienced credit officer /analyst or division employees, and updating credit policies. + Formulating… more
- Banco Popular Puerto Rico (New York, NY)
- …New York, NY, US, 10004 Company: Popular Workplace Type: On-site Commercial Relationship Officer - Business Banking Business Banking NYM Responsible for ... comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for these benefits.… more
- National Association of Insurance Commissioners (Kansas City, MO)
- **Job Description:** The Chief Financial Officer (CFO) is a member of the Senior Leadership Team and reports to the CEO of the Association. This position is ... and/or expense) and another $10-15 million in capital spending with the Chief Executive Officer (CEO) and Chief Strategy Officer in accordance with the goals and… more
- City National Bank (Los Angeles, CA)
- … OFFICER * WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the ... representatives of City National Securities. Provide training for Financial Advisors, Investment Relationship Officers, Assistant Investment Officers, and… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel...decedent for estate tax purposes, it is the Estate Officer 's role to oversee the administration of the estate… more
- Charles Schwab (Cincinnati, OH)
- …work with 75%+ travel within the territory.** **We are adding a Business Development Officer to the Central Division team. Candidate MUST be located in one of the ... teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client...+ 10 years of experience in business development and relationship management with a proven record of success +… more
- City of Boynton Beach (Boynton Beach, FL)
- Police Officer (Certified) Salary $73,000.00 Annually Location Boynton Beach, FL Job Type Full Time Job Number 2025-0703 Department Police Opening Date 07/03/2025 ... policies and standard operating procedures. Position Starting Annualized Salary: Police Officer (Certified): $73,000* *For newly hired officers, the Chief of Police… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Law School's senior leadership team, the Associate Dean & Chief Financial Officer (CFO) is responsible for leading a customer-focused support organization that ... directs the planning and management of financial, budgetary, and investment activities for the School, serves as the Treasurer...for the School, serves as the Treasurer (and an officer ) of the School of Law Foundation, and oversees… more
- Access Dubuque (Dubuque, IA)
- Trust Officer **Fidelity Bank & Trust** 1 Positions ID: 3306537 Posted On 05/29/2025 Refreshed On 07/30/2025 **Job Overview** **_Are you passionate about helping ... you thrive in a role that blends trust administration, relationship building, and business development?_** Join our growing Fidelity...Bank & Trust Wealth Management team as a **Trust Officer , in our Waverly branch** and play a vital… more
- JPMorgan Chase (New York, NY)
- …and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking ... a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust....+ Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services. + Make… more
- Shuvel Digital (Washington, DC)
- POSITION OVERVIEW The Washington Area Community Investment Fund (Wacif) seeks a dynamic and experienced full-time Chief Financial Officer (CFO) to join our team. ... financial health and sustainability of the organization. REPORTS TO: Chief Executive Officer (CEO) SUPERVISES: Director of Finance and Financial Planning & Reporting… more