- Citigroup (New York, NY)
- …job requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This ... will be entrepreneurial and capable of bringing in new clients/ investment management mandates to the bank. They...specific characteristics and within the context of a client portfolio . + Implement advisory and discretionary investment … more
- Zions Bancorporation (Las Vegas, NV)
- …endless. You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is ... Vegas, NV and reports up to the Director of Investment Management . The Portfolio Manager...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth… more
- Citigroup (Miami, FL)
- …net worth clients. A PC will manage the implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or ... will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high… more
- Commerce Bank (Leawood, KS)
- …For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, ... investment management , private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth … more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... are seeking a talented, driven individual to fill a Wealth Management , Alternatives distribution role on the...Management is one of the world's largest independent investment management firms. We serve as a… more
- BlackRock (Boston, MA)
- …Responsibilities** + Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through ... help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas...one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid… more
- Bank of America (Houston, TX)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...such as defining an FA's or FA team's overall investment management philosophy through portfolio … more
- Bank of America (Indianapolis, IN)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (San Mateo, CA)
- …book segmentation strategy + Works with Portfolio Managers, Product Specialists, Wealth Planners, and/or Investment Management Specialists to support ... Management is a leading provider of comprehensive wealth management and investment products... + Business Development + Client Solutions Advisory + Portfolio Management + Referral Management … more
- Bank of America (Beverly Hills, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Acumen + Customer Service Management + Client Management + Portfolio Management +… more