- Zions Bancorporation (Las Vegas, NV)
- …as assigned, evaluating market trends, and analyzing securities. + Works closely with client relationship managers and other wealth management team members. ... The Portfolio Manager (PM) role is 30-40% client facing and works closely with other Wealth... needs and objectives. + Works in conjunction with relationship managers and operations department to execute daily investment… more
- PNC (Cherry Hill, NJ)
- …needed to be successful in this position. **Preferred Skills** Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, ... Financial Operations, Investment Banking, Revenue Recognition **Competencies** Business Acumen, Client Relationship Management, Effective Communications, Networking, Problem… more
- JPMorgan Chase (Mattapan, MA)
- …best investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive financial ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- Bank of America (Denver, CO)
- …management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client ... management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client … more
- Citizens (Westwood, MA)
- Description As the Wealth Ops Group Manager , you are responsible for overseeing and managing the operations of the wealth management group. Additionally, you ... Lead and develop high-performing teams with a focus on client service, relationship management, and operational excellence....Act as a peer and collaborator with leaders in Client Experience, Core Operations, and Private Wealth … more
- Bank of America (Iselin, NJ)
- …management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Coldstream Wealth Management (Bellevue, WA)
- …career? At Coldstream, one of our Bellevue teams is looking to add a Wealth Manager (advisor) who will contribute to continued growth through business ... tax and cash flow planning, and philanthropic guidance. Your Contributions: + Client relationship development and management: initiating frequent client … more
- JPMorgan Chase (Dallas, TX)
- …aspects of the oil and gas assets are understood as part of the entire relationship . The Regional Mineral Property Manager will manage a team comprised of ... gas assets held in these entities. Each Mineral Property Manager is responsible for overseeing a book of accounts...operational risk, optimizing productivity and delivering "best in class" client service + Demonstrated understanding of wealth … more
- Bank of America (Greenwood Village, CO)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...and reporting on client satisfaction + Attends client review meetings to assist with relationship … more
- Bank of America (Chicago, IL)
- …65. This role is an FA Paid Resource. This **Elite Growth Practice (EGP) Relationship Manager ** is responsible for supporting the Financial Advisor (FA) team to ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... client 's needs + Manages aspects of the client relationship process, including client … more