- BlackRock (New York, NY)
- …role** The Senior Portfolio Consultant is a Director level role within BlackRock's Portfolio Design Team in the US Wealth Advisory (USWA) business. The ... Portfolio Design Team provides detailed portfolio construction guidance to the key investment ...discipline desired. + Experience managing multi-asset portfolios and building investment platforms for US wealth clients. +… more
- Citigroup (New York, NY)
- We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between ... the implementation of GenAI-powered capabilities to automate the identification of portfolio health issues, generate diagnostics, and recommend 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
- KeyBank (Portland, ME)
- …strategy. **ESSENTIAL JOB FUNCTIONS** **Technical** + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and ... of the relationship management team to assure that the Wealth Segment goals are met by executing the client... investment policy, initiates portfolio construction changes consistent with investment strategy.… more
- Huntington National Bank (Columbus, OH)
- …to the Director of Portfolio Solutions, the analyst will work with the Wealth Management Leadership team and other Wealth leaders to develop an understanding ... the current challenges and opportunities facing these key investment platforms. + Support the development of wealth... investment platforms. + Support the development of wealth products based on a deep understanding of business… more
- KeyBank (Cleveland, OH)
- … investment strategy needs of clients. + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and ... and weekly sales meeting **Administration** + For select relationships, implements investment portfolio changes to execute strategy. + Effectively utilizes… more
- Bank of America (New York, NY)
- …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
- S&P Global (New York, NY)
- … theory + Current or past experience working in wealth and/or investment management with a focus on portfolio construction + Self-driven with strong ... industry as a leader in providing indices used for investment products and portfolio benchmarking. Our indices...Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth… more
- Charles Schwab (San Diego, CA)
- …Sr. Manager, Sr. Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered investment advisor and an affiliate of ... transform the finance industry together. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies… more
- BlackRock (New York, NY)
- …wealth management clients with model construction capabilities, risk monitoring tools, and portfolio construction & analytics. The Aladdin Wealth Tech team is ... sold to external clients and digital distribution technology that enable BlackRock's investment sales in the wealth channel. Our clients include wirehouses,… more
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