- HSBC (Buffalo, NY)
- …as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Provide ... financial solutions and opportunities to your portfolio of clients + Increase wallet share of existing...+ Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment … more
- Charles Schwab (San Diego, CA)
- …10 years of experience in financial services, retail investment management, wealth management, investment management consulting, portfolio management or ... **Your opportunity** **Regional Director, Wealth and Asset Management Solutions -** **Southern California**...SMA offerings + Develop a deep understanding of SAM investment solutions and philosophies + Partner with an internal… more
- Brokers International (Urbandale, IA)
- …play a pivotal role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that spans multiple locations and ... project planning and execution of a major digital initiative within our Wealth Management portfolio . + Define project objectives, scope, requirements, critical… more
- Regions Bank (Indianapolis, IN)
- …of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to development investment ... Equivalent + Seven (7) years applicable knowledge or experience in investment / portfolio management, brokerage, finance, or equivalent **Preferences** +… more
- BlackRock (San Francisco, CA)
- …and iShares investment capabilities and drives the adoption of BlackRock's portfolio construction and digital wealth technologies by financial advisors. The ... **About this role** Our USWA (US Wealth Advisory) team establishes relationships with wealth...work to cultivate relationships with key distributors of our investment products, such as broker-dealers, banks, registered investment… more
- HSBC (Beverly Hills, CA)
- … planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build deep, ... you will provide financial solutions and opportunities to your portfolio of clients + Maintain the highest standard of...+ Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment … more
- JPMorgan Chase (San Francisco, CA)
- …wealth solutions and the right team of advisors to manage the client's portfolio and serve their wealth needs. + Effectively advance opportunities presented ... The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the...that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Investment Portfolio Control Consultant to join the Market Risk and Advanced Analytics team within Wealth and ... regarding investment risk **Required Qualifications:** + 2+ years of investment portfolio control experience, or equivalent demonstrated through one or… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Investment Portfolio Control Consultant to join the Market Risk and Advanced Analytics team within Wealth ... a mentor for less experienced staff **Required Qualifications:** + 4+ years of investment portfolio control experience, or equivalent demonstrated through one or… more
- Neuberger Berman (San Francisco, CA)
- **Summaries:** The Wealth Advisor Associate will provide support to seasoned four-person Wealth Advisor Team with over $1.5bn in assets under management. The ... Wealth Advisor Associate will serve as the primary point...the primary point of contact for the operational and investment needs of client relationships. **Responsibilities:** + Serve as… more