- Huntington National Bank (Austin, TX)
- Description + Reporting to the Director of Portfolio Solutions, the analyst will work with the Wealth Management Leadership team and other Wealth leaders to ... opportunities facing these key investment platforms. + Support the development of wealth products based on a deep understanding of business drivers, competition, and… more
- Truist (Richmond, VA)
- …meet its firm and regulatory obligations. Works closely with the Division Director , Regional Directors, and client facing teammates as well as other leadership ... in the designated geography, the Wealth leadership team and the Compliance, Supervision and Risk...of potential areas of risk and emerging risk for Wealth . Following is a summary of the essential functions… more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a ** Wealth Management Portfolio Manager** to join our team. This position is located in Las ... Vegas, NV and reports up to the Director of Investment Management. The Portfolio Manager (PM) role...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors,… more
- NeighborWorks Umpqua (Roseburg, OR)
- …greater financial stability. The Financial Coach reports directly to the Director of Wealth Building. Essential Duties and Responsibilities: Client-Focused ... the tools to overcome barriers to reach their dreams. NeighborWorks Umpqua's (NWU) Wealth Building Program aims to help low to moderate income families, with focused… more
- NBT Bank (Norwich, NY)
- …are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and recommends ... strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50% Directly manage...recordkeeping system vendor meeting. + 30% Coordinate with WM Director of Fiduciary Services to provide support to the… more
- Fifth Third Bank, NA (St. Louis, MO)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Fifth Third Wealth Advisor Manager acts as the primary contact for a designated group of clients ... and prospects which may involve working within a team led by a Managing Director . Targeted relationship will have $5 million or more of investible assets with a… more
- JPMorgan Chase (Long Beach, CA)
- …as a liaison to the Market Directors and a proxy in absence of the Regional Director . You will drive the execution of key strategies and tactics that focus on growth ... experience. You will collaborate with key partners across Consumer Banking and Wealth Management to identify and implement best practices for optimal operation.… more
- Manulife (Boston, MA)
- …shareholder value. The Manager, Valuation Oversight will be reporting to the Director , Global Investment Accounting & Capital Advisory and Valuation Oversight. This ... role is accountable for supporting the Private Alternative Investment Valuation Committee (PAIVC) in fulfilling its oversight and responsibilities of private alternative investment valuations and administration of the quarterly PAIVC meetings. The individual… more
- Brookings (Washington, DC)
- …remote work each week. Responsibilities Ready to contribute to Brookings Success?The Director of Development Research ( Director ) leads the Development Research ... of strategic data-driven identification of prospective donors, the execution of dynamic wealth and propensity reviews, and the development of operational plans to… more
- Berkshire Bank (Boston, MA)
- Division: Asset Management Department: Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer, Wealth Management Status: ... leadership and strategy for the compliance and risk management of the Wealth Management (Trust department) business and the Berkshire Banc Investment Services… more
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