- Wellington (New York, NY)
- …led by an Investment Director. This product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm to ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...solutions across public and private assets to the US wealth market. The product coverage team has two main… more
- First National Bank of Omaha (Minneapolis, MN)
- …seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management division a client-first mindset rooted ... ** Investment Strategy & Thought Leadership** - Develop and champion FNBO's investment strategy with a focus on long-term wealth preservation, client… more
- Charles Schwab (Lone Tree, CO)
- …for clients today while innovating for tomorrow. This position works within Schwab Wealth Advisory Inc. (SWAI), a registered investment advisor and an affiliate ... + Advice experience in Alternative Investments strongly preferred + Understanding of investment life cycle, risk, and portfolio modeling + Familiarity with… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …About the Role The company is seeking a highly organized and detail-oriented Portfolio Administrator to join our growing wealth management team. This role ... and ensure timely resolution + Collaborate with advisors and investment committee on portfolio setup and model...reporting and rebalancing tools (eg, Tamarac) + Background in wealth management or Registered Investment Advisor (RIA)… more
- BlackRock (Sausalito, CA)
- …will demonstrate the ability to solve complex problems related to tax optimization, investment alpha generation, and risk modeling in portfolio construction and ... strategy development and evaluation. + Conduct backtesting and simulation of investment strategies, with a focus on tax-aware portfolio construction and… more
- Neuberger Berman (New York, NY)
- …Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight Officer ... This pivotal role ensures compliance with legal and regulatory standards, monitors investment performance, and evaluates portfolio construction on behalf of… more
- JPMorgan Chase (New York, NY)
- … wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, ... investment professionals who are dedicated to structuring creative and opportunistic investment ideas to meet clients' portfolio objectives across all asset… more
- JPMorgan Chase (New York, NY)
- …case-studies and client level voting statistics. + Work with Proxy Committee, portfolio managers and analysts to communicate Investment Stewardship views ... to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our...outcomes for our clients. + Conduct stewardship engagements with portfolio companies in collaboration with investment teams… more
- Lincoln Financial (Radnor, PA)
- …experience, ideally in either an investment management or investment specialist/product strategist/client portfolio manager role for alternative investments. ... 74931 **The Role at a Glance** Lincoln Financials Client Investment Strategies (CIS) team acts as a source of...driving awareness and adoption of Lincoln's alternatives solutions among wealth management advisors. This role will be highly visible,… more
- Bank of America (Frisco, TX)
- …for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment /manager selection, asset ... + Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction,...+ Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth … more