- Bank of America (Pennington, NJ)
- …for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment /manager selection, asset ... + Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction,...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- Fifth Third Bank, NA (Birmingham, AL)
- …activities in partnership with the Private Bank team. Representative of Fifth Third's investment management philosophy and platform with ability to deliver Fifth ... prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain and...-related needs. + Sets client goals and develops an Investment Policy Statement (IPS) for each client portfolio… more
- Bank of America (New York, NY)
- …positioned within the broader Investment Solution Group (ISG) organization supporting Wealth Management . The team is responsible for sourcing and managing ... Alternative Investment Business Development Executive New York, New York...and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are… more
- JPMorgan Chase (New York, NY)
- DESCRIPTION: Duties: Work with strategic partners, including portfolio management , investment research, and business leader groups within JPMorgan Asset & ... Wealth Management , to provide a variety of...maintain, and automate quantitative analytics, including Holdings-based and returns-based investment strategy analysis, Portfolio construction and optimization,… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work… more
- Scotiabank (Houston, TX)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the… more
- KeyBank (Chicago, IL)
- …new business referrals and to enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients. Fosters a culture of ... Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio...+ Minimum of 10 years of experience in the investment management field. + Excellent interpersonal and… more
- Bank OZK (Charlotte, NC)
- …economics, or commensurate work experience, required + 4+ years' experience in a trust/ wealth management function or equivalent experience required + CFA or CFP ... development by conducting and facilitating existing/prospective client meetings and client portfolio review calls + Provide general investment expertise and… more
- Robert Half Finance & Accounting (Oklahoma City, OK)
- …in fund administration and cash flow management . * Familiarity with equity investment and portfolio management . * Ability to meet month-end close ... to detail, organizational skills, and discretion Prior experience in a family office, wealth management , or private accounting environment is a plus If… more
- BlackRock (New York, NY)
- … success. They are seasoned investment professionals embedded in our portfolio management teams, playing a central role in facilitating connectivity between ... of equity markets, the mutual fund or ETF marketplace, investment management and global economics. They will...preferred. + 10 years' professional experience in asset / wealth management , equity research, equity sales, or… more