- Bank of America (Jersey City, NJ)
- …* Minimum 2-5 years of experience in a financial firm with some experience in investment products or investment management . *Series 65 or pursuit of the ... develop and implement investment solutions. * Support new financial investment portfolio management functions through algorithm development and testing. *… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …reporting of the fund's investment activity of public and private investment manager accounts, the reconciliation of the monthly financial statements and ... of public and private investment advisors, maintaining cash management records of...include processing retiree updates (direct deposit, address changes, federal tax withholdings, benefit adjustments), Pension Benefit Increases (PBI), mailing… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth...clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. The role… more
- City of Boise (Boise, ID)
- …Retirement and Investment Plans: + PERSI retirement benefits + 401(k) or 457b pre- tax investment options with employer match. + 457b Roth after- tax ... your family. Plus, a retirement plan that provides a lifetime annuity, investment matching, a cash-incentive wellness program, public employee student loan forgiv e… more
- KeyBank (Hartford, CT)
- … Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, ... their beneficiaries. As a member of the KPB relationship management team, they represent the local / in market... planning issues + Maintains deep expertise in fiduciary, investment , tax , and other related wealth issues… more
- Vanguard (Charlotte, NC)
- …giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership ... a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will...resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate… more
- Truist (Atlanta, GA)
- …types of Wealth trust accounts including personal trusts, special needs trusts, investment management , custodial and guardianship accounts. Manages a portfolio ... Strategists, and external advisors to define and meet clients' tax , financial, estate planning, and banking goals and objectives.... in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in… more
- City of Boise (Boise, ID)
- …Retirement and Investment Plans: + PERSI retirement benefits + 401(k) or 457b pre- tax investment options with employer match. + 457b Roth after- tax ... your family. Plus, a retirement plan that provides a lifetime annuity, investment matching, a cash-incentive wellness program, public employee student loan forgiv e… more
- JPMorgan Chase (Boston, MA)
- …+ Passion for sales and the financial markets - understanding the value of tax management + Proven results shown through sustainable achievement in a competitive ... and technology-and at the cutting-edge of wealth and asset management . We've been making rapid progress on our mission:...Mumbai-based team has built and brought to market a tax -smart investment strategy engine, portfolio trading and… more
- City of Boise (Boise, ID)
- …Retirement and Investment Plans: + PERSI retirement benefits + 401(k) or 457b pre- tax investment options with employer match. + 457b Roth after- tax ... of Boise's diverse heritage. Serving as a key member of the Executive Management Team, the Director provides strategic leadership, aligns departmental goals with the… more