- Huntington National Bank (Birmingham, MI)
- …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...objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for… more
- Wells Fargo (Charlotte, NC)
- …searching for a Lead Portfolio Manager - Municipal Fixed Income (Lead Wealth Investment Portfolio Manager ). The Fixed Income Strategies Team ... ongoing service to existing clients **Required Qualifications:** + 5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated… more
- HSBC (New York, NY)
- Wealth and Premier Banking - Senior Equity Portfolio Manager Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, ... and supporting the commercial success. As our Senior Equity Portfolio Manager you will: + Follow team established investment philosophy and processes… more
- Bangor Savings Bank (Portland, ME)
- FUNCTION: Working under the direction and guidelines established by the Chief Investment Officer-WMG, the Senior Portfolio Manager is primarily responsible ... and contributing to development of new business. The Senior Portfolio Manager will represent the WMG and...Manager is a contributing member of the Trust Investment Committee, performing investment research and making… more
- JPMorgan Chase (Los Angeles, CA)
- … investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset ... assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include...implementation advice in conjunction with Advisors. + Articulating the manager selection process and how the alternative platform offering… more
- Neuberger Berman (New York, NY)
- …Alternatives, and Multi-Asset Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on risk measurement, attribution, and ... investment strategies across fixed income and equity for portfolio management teams. + Maintain and run, both, regular...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities… more
- Bank of America (San Francisco, CA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Denver/Credit-Advisor--Global- Wealth Investment -Management\_25037156) **Job ... Credit Advisor, Global Wealth & Investment Management Denver, Colorado;San...growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on… more
- Bank of America (New York, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Credit-Product-Specialist--Global- Wealth Investment -Management\_25030120) ... Credit Product Specialist, Global Wealth & Investment Management New York,...determine viability of loan opportunities; and, o Assessing existing portfolio of loans ensuring compliance with financial covenants and… more
- Regions Bank (Atlanta, GA)
- …book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to development ... into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for… more
- US Bank (Chicago, IL)
- …One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and ... client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing,… more
- KeyBank (Cleveland, OH)
- …broker dealer community. * Responsible for building solid relationships and trust with Portfolio Manager 's in the field, senior management and broker dealers. * ... continuous improvement mindset. * Responsible for building solid relationships and trust with Portfolio Manager 's in the field and with senior management. *… more
- Bank of America (New York, NY)
- …acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the ... Private Wealth Relationship Manager New York, New...Wealth Management is a leading provider of comprehensive wealth management and investment products and services… 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 ... are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a… more
- CIBC (Austin, TX)
- … portfolio . You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-while actively growing your client ... investment objectives and firm policies. + **Expand your portfolio :** Acquire new clients with complex financial needs through...a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver… more
- CIBC (Boston, MA)
- …to work in manager research while supporting all aspects of private wealth portfolio management. **How you'll succeed** ** Manager Due Diligence** + ... highly motivated Investment Associate to join the Multi- Manager Investment Program (MMIP) team. You will...+ You have 1-5 years' relevant financial services experience ( investment research, portfolio analysis, or due diligence… more
- Wellington (Boston, MA)
- …our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product marketing experience, strong client ... Define and develop compelling and differentiated marketing materials for select investment approaches/funds, partnering with product management and portfolio … more
- Truist (Tampa, FL)
- …2. 7 years investment experience, which should include experience as an investment advisor, portfolio manager , or other investment -related activities ... Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth… more
- HSBC (Buffalo, NY)
- …fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our ... Wealth Relationship Manager Brand: HSBC Area...+ Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment … more
- Coldstream Wealth Management (Kenai, AK)
- …CPAs, bankers) + Investment Management: + In conjunction with the team's Portfolio Manager , establish and plan for each client's goals, objectives, risk ... be a great fit for you! As an Associate Wealth Manager in our growing Kenai office,...and PowerPoint + Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems) is a plus +… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... of accelerated growth and success. Job Summary As the Wealth Project Manager , this individual will play...role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that… more