- Huntington National Bank (Fairlawn, OH)
- Description Summary: Wealth and Investment Portfolio Manager II's manage medium/large and complex portfolios based on client and corporate investment ... Duties and Responsibilities: + Works closely with the client to monitor investment performance and recommend a strategy. + Responsible for ongoing client service… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + ... Manages medium/large and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to monitor investment … more
- BMO Financial Group (Barrington, IL)
- …fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace… more
- Truist (Atlanta, GA)
- …centers of influence. Provide essential investment support in the daily investment portfolio administration for the Wealth Management regional office. ... to Investment Managers and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high-quality service level to our … more
- Truist (Mclean, VA)
- …clients a centers of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional ... to Investment Managers and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high quality service level to our… more
- KeyBank (New York, NY)
- …activities of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, ... The role is responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry leading family office experience.… more
- Truist (Atlanta, GA)
- …by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to ... trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size. ESSENTIAL… more
- BlackRock (Princeton, NJ)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this role** This… more
- JPMorgan Chase (San Francisco, CA)
- …~5,000 advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be ... investment strategies + Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise...the field is preferred + Ability to understand complex portfolio data, and verbalize the message in a simple… more
- Bank of America (Charlotte, NC)
- Credit Manager, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... **Job Description:** Manages the end to end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration Unit to… more
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