- Adecco US, Inc. (Webster Groves, MO)
- ** Investment Client Service Manager -** **Fiduciary Financial Planning and Wealth Management Services** **Location:** Webster Groves, MO. **Job Type:** ... clients are retired individuals and those within 5 years of retirement.** As an ** Investment Client Service Manager ,** you will play a central role in… more
- Truist (Tampa, FL)
- …(United States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth ... goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment ...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
- Regions Bank (Atlanta, GA)
- …oral and written communication skills + Leadership skills + Proven out-performance in investment management and client service + Sales and presentation ... system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for... objectives and goals through discussion and identification of client priorities + Implements and communicates investment … more
- Bloomberg (New York, NY)
- …- To harness Bloomberg-wide and third-party technologies for more efficient workflows and better client service We'll expect you to: **-** Be the primary point ... Product Manager - Investment Accounting Analytics Location...departments - To build in-house expertise that fosters strong client and stakeholder interactions - To coordinate with upstream… 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 for projects...are critical to project outcomes. + Willingness to learn new service offerings as client needs and the market… more
- CBRE (Tampa, FL)
- Investment Sales Manager - Retail Investment Properties Job ID 218765 Posted 06-Jan-2026 Service line Advisory Segment Role type Full-time Areas of ... of capturing additional sizeable market share. As a CBRE Investment Sales Manager , you will oversee a...portfolio managers and research analysts, to ensure alignment between client needs and investment strategies. + Regularly… more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As a Product Manager Expert within PNC's Asset Management Group Investment Office organization, you ... Investment Office's product/solution offering. * Convert advisor feedback, client insights, and competitor/platform trends into clear value propositions. *… more
- JPMorgan Chase (New York, NY)
- …exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to ... way that's best for them. As a 529 Relationship Manager and Investment Specialist within JP Morgan...lead institutional relationships and support 529 business across investments, client service , marketing and operations + Ability… more
- Quad (Chicago, IL)
- …for talent like you who can continue to elevate our work and culture. The Manager , Investment , Search is responsible for effectively supervising a team and set ... Rise is an award-winning, full- service Media Agency of Record that is backed...matter expert on search strategy and execution, assuming a client facing role during pre-sales activity and enterprise-level … more
- Capital One (Mclean, VA)
- Marketing Manager , Capital Markets & Investment Banking - Commercial Banking **About Capital One Commercial Banking** We're a top US Commercial Bank committed to ... Capital One's Commercial Bank looks for its leaders to demonstrate client focus, inspirational leadership, integrated problem solving and domain expertise. The… more
- Huntington National Bank (Columbus, OH)
- Description Summary: The Wealth and Investment Portfolio Manager I manages small to medium portfolios based on client and corporate investment ... to customer. + Recommends, or helps to recommend, an investment strategy to customers. + Responsible for ongoing customer... strategy to customers. + Responsible for ongoing customer service and business development. + Generally works with less… more
- US Bank (Minneapolis, MN)
- …One. **Job Description** **Role Overview** Manage and optimize a shelf of approved investment products for use by financial advisors to ensure alignment with ... client needs, market trends, and regulatory requirements. Develop and...making informed recommendations. Serve as the key liaison between investment product and program providers, internal teams, and financial… more
- Publicis Groupe (New York, NY)
- …sociology, psychology, and other liberal arts disciplines. **Overview** The Manager , Investment is the primary liaison between the Client /Strategy group and ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of… more
- Huntington National Bank (Naples, FL)
- …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...and recommend a strategy. + Responsible for ongoing customer service and joint sales calls with business development staff.… more
- Allied Universal (New York, NY)
- …and customers we serve. Allied Universal is looking to hire an Account Manager . Account Manager jobs at Allied Universal are accountable for day-to-day ... or exceed financial & operational goals; provide quality customer service . Maintains or oversees maintenance of weekly operating schedules...the day to day security operations of an assigned client site + Manage a team of security officers,… more
- Publicis Groupe (New York, NY)
- …of the media campaigns in market and continually evaluate and improve performance against client goals. The Manager is key to building and maintaining industry ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of… more
- Vanguard (Malvern, PA)
- …Control sits within the Fund Ecosystem and is comprised of the Equity Investment Book of Record and Fund Reconciliations. The focus within Portfolio Control is ... mitigation, and process excellence across Vanguard's Portfolios. The US Manager will lead the daily operations of our PA...standards to ensure compliance. + Oversees performance of the service model for the team and drives improvements of… more
- Charles Schwab (Austin, TX)
- …candidate, to work on site in one of the specified locations.** The **Senior Client Service Manager ,** plays the critical role of primary relationship ... client understanding of available solution sets to achieve successful outcomes. The **Senior Client Service Manager ,** will work together, as a team, with… more
- WTW (Tampa, FL)
- …more years of progressive investment experience, ideally gained in a client - service oriented environment (consulting, investment management or portfolio ... structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements… more
- T. Rowe Price (Baltimore, MD)
- …business contacts (internally and externally) to coordinate service to the client .; and resolving investment , client and custodian related operational ... and investment staff (ex. Client meeting presentation, client reporting, portfolio manager meeting materials) + May represent department leveraging… more