- Regions Bank (Birmingham, AL)
- …and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and development in the ... Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** +… more
- JPMorgan Chase (Fort Worth, TX)
- …is experiencing rapid growth and presents significant opportunities for JP Morgan Asset Management . As a leading global asset manager , we oversee nearly $200 ... The Private Wealth Alternatives market, with an estimated $2...advisor engagement across various channels and promote the firm's investment strategies to increase assets under management .… more
- HUB International (Wilmington, MA)
- …owned global insurance broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth ... culture. We currently have an opportunity for a **Account Manager - VIP - Private Client Group**...+ Maintain the accuracy of data in the agency management system. + May handle collections of premiums due.… more
- Neuberger Berman (New York, NY)
- …(https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . ... Neuberger Berman's Investment Technology team is seeking a technically strong,...team is seeking a technically strong, self-directed Technical Product Manager to build and scale products that serve portfolio… more
- Zions Bancorporation (Scottsdale, AZ)
- …endless - come for the job, stay for a career. We are looking for a ** Private Banking Relationship Manager ** in **Phoenix or Scottsdale, AZ** . This role acts as ... the principal account and relationship manager for new and existing clients. **Essential Functions:** +...a team to holistically deliver all services of wealth management . + Focuses on building a portfolio of high… more
- Neuberger Berman (New York, NY)
- …(https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . ... **Business Overview:** Neuberger Berman is an employee-owned global investment management firm with $509 billion...over $125 billion of client commitments since inception. The Private Investment Portfolios and Co- Investment … more
- HUB International (Fort Worth, TX)
- …a global insurance broker providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth management ... + 5+ years of experience in Personal Lines Account Management , with at least 3 years in the high-net-worth...with at least 3 years in the high-net-worth or Private Client segment. + Experience with high-net-worth insurance carriers… more
- Zions Bancorporation (Oakland, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a ** Private Bank Relationship Manager ** in **Oakland, CA.** This role acts as the ... principal account and relationship manager for new and existing clients. **Essential Functions:** +...more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals. + Responsible… more
- Neuberger Berman (New York, NY)
- …global investment management firm with $538 billion in assets under management . The private investment group of the firm, NB Private ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager .… more
- Zions Bancorporation (Houston, TX)
- …you transform your career. Amegy Bank, here you grow. We are looking for a ** Private Banking Relationship Manager ** to join our team in **Houston, TX** . This ... referrals. **Essential Functions:** + Acts as the principal account and relationship manager for new and existing clients. Focuses on generating, managing and… more