- First National Bank of Omaha (Minneapolis, MN)
- …based on business needs. **Summary of the Job:** We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our ... communication, and trust. This executive will serve as a public-facing investment leader, guiding strategic thinking, mentoring advisors, and representing our point… more
- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs ... help them achieve their financial goals. Essential Job Functions + Manage investment portfolios for trust accounts, individual investment agency accounts, IRAs,… more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate… more
- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical… more
- Huntington National Bank (Columbus, OH)
- Description The Senior Risk Officer - Investment Management colleague will operate within the Investment Management space, playing a key role in the delivery ... of risk strategy and execution for Huntington's Broker/Dealer, Registered Investment Advisor and Trust Investment Management businesses. Incumbents will be a key… more
- Manulife (New York, NY)
- …Based in New York City or Boston, the role of Chief Compliance Officer -Manulife Investment Management Private Markets Registered Funds and CQS (US), LLC ... bonds), and equities. Addition to reporting to the Global Chief Compliance Officer -Manulife Investment Management Private Markets and Manulife General Account… more
- Manulife (New York, NY)
- …Based in New York City or Boston, the role of Chief Compliance Officer -Manulife Investment Management Private Markets Registered Funds and CQS (US), LLC ... bonds), and equities. Addition to reporting to the Global Chief Compliance Officer -Manulife Investment Management Private Markets and Manulife General Account… more
- NBT Bank (Albany, NY)
- …allocation, sector weightings and security composition in accordance with account investment objectives. Monitors portfolios of accounts and makes adjustments as ... needed. Prepares investment proposals for a new business accounts and maintains...making recommendations. Understands and stays updated of the current investment climate while ensuring that customers and Trust Division… more
- Berkshire Bank (Boston, MA)
- …Management Department: Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer , Wealth Management Status: Exempt/ Officer Grade: ... of the Wealth Management (Trust department) business and the Berkshire Banc Investment Services business. The VP, Compliance Officer is also responsible… more
- Neuberger Berman (New York, NY)
- …Personal Trusts, Collective Investment Trusts (CITs), and Outsourced Chief Investment Officer (OCIO) clients, such as endowments, foundations, and pension ... Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight Officer … more