- Commerce Bank (Kansas City, MO)
- …of education and experience required + 6+ years trust, bank or investment management experience required + Chartered Financial Analyst (CFA) and/or Certified ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...come easy. And after 160 years, we know Commerce Bank is only at its best when our people… more
- Columbia Bank (Portland, OR)
- …is a positive example for others to emulate. + Embraces our vision to become " Business Bank of Choice". + May perform other duties as assigned. **About** ... equivalent combination of experience and training, required. + Master of Business Administration and/or Chartered Financial Analyst designation, preferred. +… more
- KeyBank (Salt Lake City, UT)
- …& 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... Salt Lake City, Utah 84111 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial...needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center… more
- KeyBank (Seattle, WA)
- …& 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... **Location:** 1301 5th Avenue - Seattle, Washington 98101 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert… more
- KeyBank (Salt Lake City, UT)
- …and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Chartered Financial ... Salt Lake City, Utah 84111 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial...needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center… more
- City National Bank (Chicago, IL)
- …MANAGER* WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' ... client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and… more
- Mizuho Corporate Bank (New York, NY)
- …finance or other related field + 5+ years of experience working as Data Analyst , Business Manager or Project Manager in a Technology organization or other ... Join Mizuho as a Jr. Business Manager! In this role, you will support...Overview Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets… more
- City National Bank (Dallas, TX)
- …a significant technology and business impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, Reg ... team of auditors to assess risks and internal control environment of the bank 's Wealth Management businesses. This individual will develop and execute detailed audit… more
- Regions Bank (West Palm Beach, FL)
- …lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast ... (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Excellent… more
- Eastern Bank (Boston, MA)
- …estate, and financial planning issues for assigned clients. + Assists in new business development process by giving investment presentations to individuals and ... to investment portion of client experience. + Attends various investment meetings, industry conferences, and broker/ analyst /company meetings. + May… more