- KeyBank (Hartford, CT)
- … Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, ... state specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues by keeping current as to… more
- BlackRock (San Francisco, CA)
- …possess a strong knowledge of equity markets, the mutual fund or ETF marketplace, investment management and global economics. They will also have a good ... commercial and investment success. They are seasoned investment professionals embedded in our portfolio management ...preferred. + 10 years' professional experience in asset / wealth management , equity research, equity sales, or… more
- Bank of America (Dallas, TX)
- …selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors + ... Ultra High Net Worth Portfolio Strategist Dallas, Texas **To proceed with your application,...and 66 licenses **Skills:** + Market Analysis + Portfolio Management + Wealth Planning + Analytical Thinking… more
- Wellington (Boston, MA)
- …Specific qualifications include: + 10+ of investment marketing or product management experience within the US intermediary and wealth channel, including ... **About Us** **Wellington Management ** offers comprehensive investment management...a unique set of skills and experiences including developing investment education programs for the US Wealth … more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Director - eFX Quant Strategist **Requisition ID:** 218979 **Salary Range:** 300,000.00 -...Global Banking & Markets provides a full range of investment banking, credit and risk management products… more
- BlackRock (New York, NY)
- …Vice President / Director** **Firm Overview:** BlackRock is a global leader in investment management , risk management and advisory services for institutional ... separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management , advisory and… more
- KeyBank (Toledo, OH)
- …**ESSENTIAL JOB FUNCTIONS:** **Fiduciary Expertise** + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. + Designs and ... tax- related issues. + Applies sound fiduciary judgment to trust matters. **Client Management ** + Works with Investment Sales Specialists (ISSs) and RMs to… more
- KeyBank (Pepper Pike, OH)
- …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise - Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. - Designs and ... estate tax- related issues. - Applies sound fiduciary judgment to trust matters. Client Management - Works with Investment Sales Specialitsts (ISSs) and RMs to… more
- KeyBank (Palm Beach Gardens, FL)
- …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. Designs and delivers ... estate tax- related issues. Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain… more
- BlackRock (San Francisco, CA)
- …and operational requirements for execution + Partner with Global Product, US Wealth , Portfolio Management , and Institutional client teams to ensure appropriate ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more