- Raytheon (Tucson, AZ)
- …to improve cost, quality, and schedule performance, identify strategic investment opportunities, and improve customer satisfaction. Specific tasks aligned with ... a vision for a safer, more connected world. At RTX we value: Trust , Respect, Accountability, Collaboration, and Innovation. Learn More & Apply Now! Please consider… more
- Raytheon (Tucson, AZ)
- …cost, quality, and on-time delivery goalsInfluence factory roadmaps and investment strategies by drafting infrastructure improvement and expansion proposals, and ... a vision for a safer, more connected world. At RTX we value: Trust , Respect, Accountability, Collaboration, and Innovation.Learn More & Apply Now!The salary range… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust... Investment management concepts as they pertain to trust accounts. **Skill in:** * Preparing and delivering written… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Strategy, Compliance and Risk Management** + Create and implement an attractive trust investment platform that allows advisors to maintain deep and ... review of product trends and offerings that may be suitable for the trust investment platform as well as research and other due diligence resources available to… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …of personal service, a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment choices tailored to meet ... to articulate the company's role. + Have a thorough knowledge of investment and trust related products and services. + Capable of achieving established goals of… more
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager, Trust Investment Officer, Senior Investment Manager at a Wealth Management firm with** **no less ... + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert knowledge of equity and fixed income… more
- Truist (Atlanta, GA)
- …and maintain appropriate documentation of client transactions. 3. Utilize various trust and investment systems to affect transactions, monitor accounts, ... 1 - 3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust , ...as an Investment Support Specialist/Fiduciary Support Specialist; trust , investment , banking or financial planning-related client… more
- The Chicago Community Trust (Chicago, IL)
- …impact investment opportunity set, financial & structural constraints of various Trust investment portfolios & our discretionary grant budget, and an ... Monitoring + Lead the internal effort to determine how investment capital can enhance the Trust 's philanthropic...determine how investment capital can enhance the Trust 's philanthropic initiatives, working in partnership with our Community… more
- JPMorgan Chase (New York, NY)
- …the trust . **Job Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative and investment issues and ... investment decisions, including working with investors to ensure that the trust 's investment objective is appropriate for the needs of the trust and… more
- Truist (Mclean, VA)
- …and maintain appropriate documentation of client transactions. + Utilize various trust and investment systems to affect transactions, monitor accounts, ... functions. + Entry Level / 1 - 6 years in the role as an Investment Support Specialist/Fiduciary Support Specialist, trust experience, investment , banking or… more
- Regions Bank (Chattanooga, TN)
- …partners and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and development ... Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities… more
- PNC (Pittsburgh, PA)
- …or sell assets. Oversees annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to ... are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee. Engages with… more
- First Horizon Bank (Knoxville, TN)
- …software, eg, Microsoft Word, Microsoft Excel, etc. -Relevant certifications -2-4 years of Trust or Investment Advisor experience or the equivalent in education ... at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and… more
- Commerce Bank (Leawood, KS)
- …wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... combination of education and experience required + 6+ years trust , bank or investment management experience required + Chartered Financial Analyst (CFA) and/or… more
- Regions Bank (Atlanta, GA)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... opportunities + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment … more
- US Bank (Atlanta, GA)
- …investments businesses. Through its Wealth Management division, US Bank offers personal trust and investment management accounts to consumers, small businesses, ... products and services. - Advise on the development and administration of trust and investment management accounts and products, including assisting with… more
- BankFinancial (Downers Grove, IL)
- …data into the trust operating system. + Works with third party investment managers utilizing their expertise to preserve and grow client assets using agreed ... the review deadline. + Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or the Trust Committee. + Works with… more
- Umpqua Bank (Scottsdale, AZ)
- …A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Henderson,...assets under management and meet fiduciary objectives. + Manage investment portfolios in accounts and assigned accounts within the… more
- Principal Financial Group (Chicago, IL)
- … due diligence and manager oversight across Principal's global mutual fund, collective investment trust , UCIT and life insurance separate account platforms. The ... We are looking for an Analyst to join our Investment & Platform Oversight (IPO) team! The IPO team...in the monitoring and evaluation of internal and external investment managers and leading the team's efforts in the… more
- Amalgamated Bank (New York, NY)
- … management and custody and introducing banking services to existing institutional trust and investment customers + Attend client/prospect meetings as necessary ... Amalgamated Bank seeks a dedicated Trust Relationship Manager to be accountable for Relationship...be accountable for Relationship Management and Business Development for Investment Management and Institutional Custody. This role will be… more
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