• Investment Strategist Senior

    UMB Bank (Leawood, KS)
    Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. From ... to create custom investment solutions that harness the power of the investment process. The Portfolio Construction Desk collaborate with the firm's … more
    UMB Bank (07/22/25)
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  • Investment Analyst

    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
    Wellington (06/26/25)
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  • Alternative Investment Consultant

    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
    Charles Schwab (07/24/25)
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  • Compliance Manager - Investment Risk

    KeyBank (Brooklyn, OH)
    **Location:** 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Investment Risk Compliance Manager plays a critical role in independently measuring, ... monitoring, and assessing risks across investment activities. This position ensures effective risk oversight by...by Key Private Bank. As part of the KPB Wealth Compliance team, you will work closely with line… more
    KeyBank (07/09/25)
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  • Investment Oversight Manager

    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
    Neuberger Berman (05/28/25)
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  • Global Private Bank Investment Solutions…

    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 (07/01/25)
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  • Divisional Managed Investment Consultant

    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
    Bank of America (07/01/25)
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  • VP, Investment Management Architect (Hybrid…

    Broadridge Financial Solutions (New York, NY)
    …+ System Implementation: + Lead the implementation and integration of investment management systems, including portfolio management, risk management, trading, ... high-performance investment management systems. + Deep understanding of investment management processes, including portfolio management, trading, compliance,… more
    Broadridge Financial Solutions (07/04/25)
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  • Divisional Managed Investment Consultant…

    Bank of America (Pennington, NJ)
    …for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment /manager selection, asset ... the following** : + Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment /manager selection,… more
    Bank of America (07/02/25)
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  • Liquidity & Account Solutions, Deposit Management…

    JPMorgan Chase (Jersey City, NJ)
    …you've found the right team! As a Vice President in Deposit Management & Investment Partnership within Liquidity & Account Solutions, you play a crucial role in ... responsibilities** + Lead solutioning for on/off balance sheet deposit and investment products, while defining and configuring optimal solutions that address… more
    JPMorgan Chase (06/15/25)
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