- Cognizant (Charlotte, NC)
- …Trading, Portfolio Rebalancing and Householding . Prior experience in Wealth management and trading products/applications . Proven track record in previous large ... be you? **About the Role** As a Product Owner, Portfolio Rebalancing you will make an impact by delivering...the financial services industry, preferably within a broker-dealer, RIA, investment or financial services firm . Experience with Agile… more
- City National Bank (New York, NY)
- …clients' investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics. * Solid product knowledge and ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop… more
- Bank of America (Vancouver, WA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Neuberger Berman (New York, NY)
- …allocation, portfolio management, and diversification, in accordance with the investment objectives of the individual clients. Wealth Strategy: Actively seek ... They will focus on strengthening relationships, supporting the implementation of wealth and investment strategy recommendations, utilizing knowledge of Trust… more
- M&T Bank (Boston, MA)
- …credit training program or similar work experience + High level of fluency of wealth management including, but not limited to, investment management, trusts, and ... hedge fund interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions to high… more
- TD Bank (Providence, RI)
- …advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. ... wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions + Identifies opportunities within the portfolio and network… more
- Citigroup (Queens, NY)
- …wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and ... for on internal audit, risk / compliance reviews and regulatory exams in investment and insurance related areas. + Significant Wealth Management Team… more
- Bank of America (Omaha, NE)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...with one in every two households. + Managing a portfolio of clients by providing exceptional client care with… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... wealth and investment teams, with access to...wealth and investment teams, with access to a deep breadth of...regulations. + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients.… more
- CIBC (Atlanta, GA)
- … portfolio . You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the client ... client investment objectives and organizational policies. + Expand your portfolio : Acquire new high-net-worth clients with complex financial needs by engaging in… more