- Bank OZK (Fort Lauderdale, FL)
- …self-sourcing investment management assets in a banking, broker-dealer or registered investment advisor related role, preferred . + Experience with Money ... & Scope Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with advisor managed portfolios and make appropriate ... and understand their practice in order to tailor solutions related to the investment management of their advisor managed portfolios, including education and… more
- PNC (Cleveland, OH)
- …an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be ... Asset Management Market Leader, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… more
- The Cigna Group (Bloomfield, CT)
- **Role Summary** The Accounting Senior Advisor will be the lead for accounting policy across all investment asset classes and, responsible for accounting ... & Private Equity Partnerships and Derivatives. This role will work closely with Investment Management Front Office and Operational teams to assess new investment … more
- Navy Federal Credit Union (Winchester, VA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning...or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days… more
- PNC (Washington, DC)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based ... with business discretion. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based ... the manager's discretion. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line… more
- Commerce Bank (Kansas City, MO)
- …required + 2+ years of well-rounded and progressive trust or banking experience preferred + Certified Fiduciary Investment Risk Specialist ("CFIRS") or related ... certifications, or admission to the Bar preferred As Commerce Trust is exempt from the definition...for some roles. This compensation range is for the Investment Compliance Advisor I, II, III, and… more
- Truist (Richmond, VA)
- …instead of "Manages") The Foundations & Endowments Specialty Practice (FESP) Institutional Investment Manager 2 is a senior level manager who contributes to overall ... practice best thinking investment solutions and guides the implementation of strategic and... Management trends 7. Effective time and personal management Preferred Qualifications: 1. Graduate degree in economics, finance, accounting,… more
- M&T Bank (Los Angeles, CA)
- …goals of clients and IST recommendations. **Primary Responsibilities:** + Support assigned Investment Advisor (s) in preparing for client meetings and providing ... advisory and co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews. + Develop and maintain a working knowledge of… more
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