- Bank of America (St. Louis, MO)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Chicago, Illinois **Job Description:** At Bank of America, ... (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and… more
- Bank of America (Newport Beach, CA)
- Credit Executive, Global Wealth & Investment Management Newport Beach, California;Los Angeles, California; San Diego, California **Job Description:** At Bank of ... a seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits **Skills:** * Business… more
- Citigroup (New York, NY)
- …respect to their specific characteristics and within the context of a client portfolio . + Implement advisory and discretionary investment mandates. + Articulate ... The Investment Counselor Team Lead manages a team of...requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for an Investment Operations Associate role, for a boutique wealth management firm based in ... midtown Manhattan New York. Our client requires 2+ years investment operations or client services experience within wealth management or private banking.… more
- Citigroup (Miami, FL)
- …net worth clients. A PC will manage the implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or ... will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high… more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located ... Vegas, NV and reports up to the Director of Investment Management. The Portfolio Manager (PM) role...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors,… more
- Tompkins Community Bank (Mount Kisco, NY)
- …reviews to ensure proper investment documentation. + Provide supervision to portfolio managers, wealth advisors and trust officers. + Assist Trust Department ... such as Bloomberg, Morningstar, and FactSet. + Manage the investment portfolio management process: + Participate in...a business development plan that focuses on partnering with Wealth Advisors and Trust Officers to prospect, seek referrals… more
- Commerce Bank (Leawood, KS)
- …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 ... more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment … more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role on the East Coast.… more
- BlackRock (Boston, MA)
- …Responsibilities** + Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management… more