• Private Markets Assistant Portfolio Manager

    New York State Civil Service (New York, NY)
    …culture.* Support leadership on ad hoc projects related to strategy development, asset allocation and market studies.* Perform other duties and responsibilities ... as assigned by management. Minimum Qualifications Minimum Qualifications: * A minimum of seven years of experience in sourcing and evaluating primary and/or secondary private market comingled fund opportunities.* Demonstrated high level of integrity and… more
    New York State Civil Service (01/09/26)
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  • Investment Consultant - External Wholesaler

    City National Bank (Santa Fe, NM)
    …knowledge of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and ... financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka… more
    City National Bank (01/08/26)
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  • Lead Analyst, Technology

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …Reviews and Retrospectives. + Synthesizes client/prospect account data to develop customized portfolios/ asset allocation proposals in order to aid testing in ... lower development environments. + Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio… more
    Raymond James Financial, Inc. (01/08/26)
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  • Senior Trust Officer

    M&T Bank (Baltimore, MD)
    …a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with personal computers Experience maintaining ... high level of integrity and professionalism **Education and Experience Preferred:** Juris Doctor (JD) or Master's degree Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry… more
    M&T Bank (01/08/26)
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  • Senior Private Wealth Trust Officer

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. + Interacts ... with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. + May participate as a voting member of the Trust Administrative Committee. + Exercises discretionary personal trust administrative authority as may be… more
    Raymond James Financial, Inc. (01/08/26)
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  • Trust Officer - Estate and Trust Settlement

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. + Interacts ... with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a voting member of the Administrative Committee. + Exercises discretionary personal trust administrative authority as may be… more
    Raymond James Financial, Inc. (01/07/26)
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  • Associate Wealth Manager Advisor

    Fifth Third Bank, NA (Lexington, KY)
    …execute and achieve service standards and metrics based on needs, segmentation, asset allocation , and risk management. . Participates in the coordination ... and collaboration with client third party advisors (eg, attorney, accountant). . Expands knowledge of investment techniques and products, trading strategies and market dynamics. . Collaborates with the client to articulate and achieve their goals through… more
    Fifth Third Bank, NA (01/07/26)
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  • Treasury Investment Specialist 13-15

    State of Michigan (East Lansing, MI)
    …drivers of risk and return, as well as playing a lead role in asset allocation recommendations and investment manager selection. Position provides opinion and ... supports recommendations to underwrite assigned investments. Position prepares regular reports as assigned to assist in monitoring fund performance and compliance in accordance with specific contract terms, with a high level of knowledge of all investment… more
    State of Michigan (01/01/26)
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  • Senior Private Client Relationship Manager

    First Horizon Bank (Dallas, TX)
    …client acquisition + Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term… more
    First Horizon Bank (12/31/25)
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  • Paraplanner

    Kestra Financial (Hamilton, NJ)
    …paperwork, account reviews, report generation and meeting documentation * Analyze asset allocation and generate rebalancing trades * Research investment ... managers, services, products, and pricing * Understand and leverage the resources available at the Broker Dealer to the fullest extent * Develop Centers of Influences such as Community Involvement, CPA's, and Attorneys etc. * Commitment to culture requires a… more
    Kestra Financial (12/24/25)
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