- Bangor Savings Bank (Portland, ME)
- …the direction and guidelines established by the Chief Investment Officer-WMG, the Senior Portfolio Manager is primarily responsible for maintaining client ... portfolios, and contributing to development of new business. The Senior Portfolio Manager will represent the WMG...as a resource representing our group + Represents the Wealth Management Group and the Bank within… more
- TD Bank (Portland, ME)
- …guidance and independent challenge;** **U.S. Wealth is a fully integrated wealth management business that provides products and services (designed for ... multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management...and discretion in interacting and communicating with staff and senior management of the Bank with respect… more
- UMB Bank (Augusta, ME)
- …will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower ... Office Suite (Word, Excel, PowerPoint, SharePoint). **Bonus points for:** + You have Wealth Management experience. + You have knowledge of real estate/property … more
- TD Bank (Portland, ME)
- …taxonomies related to consumer and commercial banking, securities (broker-dealer), and wealth management businesses + Excellent written, verbal and analytical ... + Strategic partner to the leadership team on the management of the assigned portfolio and related...with TD's Compliance Program + Works with executive team, senior business management /partners to develop proactive strategies,… more
- UMB Bank (Augusta, ME)
- …guidance and oversight to IT processes, projects, capacity, and risk management functions to ensure appropriate strategies, policies and controls are executed ... supporting each other to achieve this goal. As a ** Senior Project Manager** , you will lead multiple enterprise...provide project leadership, primarily supporting our Institutional and Private Wealth lines of business. You will serve as the… more