• Wealth Relationship Manager SAFE Act

    Citigroup (Plainview, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic...to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value… more
    Citigroup (07/15/25)
    - Related Jobs

  • Senior Client Service Associate (Private…

    CIBC (New York, NY)
    …As a **Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients. You'll ... including money movements (checks, ACH, wires, journal transfers), execution of portfolio trade programs, quarterly tax payments, charitable gift requests, and… more
    CIBC (07/15/25)
    - Related Jobs

  • Senior Supervisor, Trade Settlements…

    Commerce Bank (Kansas City, MO)
    …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... from Trust Clients, and confidence risk with administrators and portfolio managers + Ensure all compliance related requirements for...range is for the Senior Supervisor, Trade Settlement - Wealth Operations job and contemplates a wide range of… more
    Commerce Bank (07/04/25)
    - Related Jobs

  • Investment Manager Specialist

    Bank of America (Towson, MD)
    …updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and shares ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Towson/ Investment -Manager-Specialist\_25031132-2) **Job Description:** Merrill Wealth Management is… more
    Bank of America (07/24/25)
    - Related Jobs

  • Risk Management - Asset Wealth Management…

    JPMorgan Chase (Columbus, OH)
    …**Job summary** As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will play a significant role in managing ... loan structuring, complex finance structures, negotiating, credit analysis and portfolio management, with experience synthesizing information, developing recommendations, making… more
    JPMorgan Chase (06/25/25)
    - Related Jobs

  • Asset Management - Wealth Management…

    JPMorgan Chase (New York, NY)
    …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... strong communication skills, and derive satisfaction from helping others achieve their investment goals. We are in search of a dynamic, consultative, sales-oriented… more
    JPMorgan Chase (07/03/25)
    - Related Jobs

  • President, Raymond James Investment…

    Raymond James Financial, Inc. (FL)
    …optimize investment performance, and expand distribution networks. + Lead investment strategy, portfolio management oversight, and risk governance to ensure ... investment product placement with financial advisors, institutions, and wealth platforms. + Drive business development by cultivating relationships with… more
    Raymond James Financial, Inc. (07/03/25)
    - Related Jobs

  • Investment Solutions - Business Risk…

    Citigroup (New York, NY)
    …wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and ... and Advisory Solutions Director will be part of the Investment Solutions team within Citi Wealth . The Director is responsible for proactively enhancing our … more
    Citigroup (06/26/25)
    - Related Jobs

  • Investment Manager II

    Truist (Tampa, FL)
    …The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ... partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective… more
    Truist (07/19/25)
    - Related Jobs

  • Investment Associate II

    Eastern Bank (Boston, MA)
    … objectives and models; and coordinate and communicate with Relationship Managers, Wealth Advisors and Client Portfolio Managers to ensure the proper ... support activities to ensure the effective and efficient management of the Wealth Management Division's investment operations. Supports investment team… more
    Eastern Bank (07/23/25)
    - Related Jobs