• Associate Portfolio Manager, Direct Investments

    CalSTRS (Sacramento, CA)
    …and venture capital. External advisors support the program by providing investment selection advice, research and gate-keeping services. Private Equity is a ... in the world. Team members will collaborate with the broader CalSTRS Investment Office and engage in projects ranging from evaluation of co-investments, secondary… more
    CalSTRS (06/26/25)
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  • Associate Vice President - Pension Benefit…

    Lilly (Indianapolis, IN)
    …Benefit Investments Team within Global Treasury. Reporting to the Treasurer, the Chief Investment Officer leads a team of ten professionals, and is responsible ... for the development, design, and implementation of all investment matters, including policy, strategy, objectives, analyses, accounting, operations, compliance, risk… more
    Lilly (07/15/25)
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  • Wealth Management Assistant

    Tompkins Community Bank (Ithaca, NY)
    …Trust Officers focused on client experience and business development; ensure Wealth Advisor/ Trust Officer is in compliance with rules and regulations. + ... Officers with all aspects of new account opening, investment and account review process, marketing and client support....events; client mailings and holiday gifts and notify Wealth Advisor/ Trust Officer when set alerts/ticklers are triggered.… more
    Tompkins Community Bank (07/16/25)
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  • AVP, Bilingual Customer Service Sr Analyst…

    Citigroup (Miami, FL)
    …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary, capital markets and investment services to target market ... Job Description A Service Officer provides service support to the Citi Private...with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and… more
    Citigroup (07/18/25)
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  • Senior Lead Fiduciary Advisory Specialist - Estate…

    Wells Fargo (Austin, TX)
    …experience in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax ... provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax,… more
    Wells Fargo (07/03/25)
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  • Financial & Operations Manager

    Aflac (GA)
    …& Operations Manager The Company: Aflac Incorporated The Location: GA, US The Division: Global Investment Job Id: 7801 We've Got You Under Our Wing We are the duck. ... and reporting of transactions, distributions, capital calls and other activities for investment entities globally; Manages venture investment return tracking and… more
    Aflac (07/05/25)
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  • Martin and Company Portfolio Manager Senior

    First Horizon Bank (Knoxville, TN)
    …at location listed in job posting **Summary** Portfolio Manager / Business Development Officer at Registered Investment Adviser with $1.5 billion in assets under ... managers in the development and execution of the Martin & Company investment strategies. **Key Responsibilities Include** + Assist in equity and fixed income… more
    First Horizon Bank (06/26/25)
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  • Senior Compliance Director, Head of Brokerage…

    Vanguard (Malvern, PA)
    … trust company regulations and other regulatory requirements applicable to investment advisers, broker-dealers and trust services holding retail investor ... investors, to treat them fairly, and to give them the best chance for investment success. Known for our strong ethical business practices and client focus, Vanguard… more
    Vanguard (06/11/25)
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  • Head of Integrated Communications

    Edgewell Personal Care (Shelton, CT)
    …our shared achievements. **Position Summary** Reporting to the Chief Marketing Officer , as Head of Integrated Communications you'll lead full-funnel media strategy ... networks (RMNs), syndicated data, and performance analytics to inform investment decisions. Drive continuous improvement through measurement frameworks that link… more
    Edgewell Personal Care (07/09/25)
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  • Wealth Management Administrator 1

    Hills Bank (North Liberty, IA)
    …of new customer relationships. This role will primarily support IRAs, investment management accounts and financial planning relationships in a service center ... file comments. + Conduct phone calls on behalf of officer . + Make copies of correspondence and other printed...banking system. Departmental Service Delivery: + Answer and route Trust and Wealth Management telephone calls. + Process monthly… more
    Hills Bank (07/17/25)
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