- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager , Trust Investment Officer, Senior Investment Manager at a Wealth Management firm ... for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on… more
- Tompkins Community Bank (Mount Kisco, NY)
- …on account reviews to ensure proper investment documentation. + Provide supervision to portfolio managers, wealth advisors and trust officers. + Assist Trust ... strategies for Tompkins Financial Advisors (TFA), and managing the portfolio management process in TFA. This role is responsible...call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager… more
- CIBC (New York, NY)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a ** Senior Group Portfolio Manager ** supporting Private Banking, ... you'll provide leadership, guidance, and credit oversight for a team of Portfolio Managers and Credit Analysts. You'll manage underwriting workflow, advise on deal… more
- Truist (Charlotte, NC)
- …new business-purpose (ie wholesale) credit requests. In addition, the Wealth Credit Delivery Senior Portfolio Manager proactively manages an assigned ... average revenue size of $50MM. The Wealth Credit Delivery Senior Portfolio Manager will handle... portfolio . Typical competitors for the Wealth Advisory portfolio include: Goldman Sachs, US Trust or… more
- Commerce Bank (St. Louis, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Senior Portfolio Manager - CTC job and contemplates a wide range ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as… more
- Amazon (New York, NY)
- Description Re-imagine Amazon's moderation platforms. We're seeking a Senior Product Manager Technical to revolutionize our moderation platforms, deliver ... experience for our end-customers. The mission of the Advertising Trust team is to guide advertisers through the ...and drive product strategy and roadmaps for your product portfolio . You will talk to internal and external customers… more
- First Horizon Bank (Knoxville, TN)
- **Description** **Location:** On site at location listed in job posting **Summary** Portfolio Manager / Business Development Officer at Registered Investment ... management for the firm's investment strategies + Serve as the primary portfolio manager for clients: establishing investment objectives, managing the client… more
- First Horizon Bank (Brentwood, TN)
- …On site at location listed in job posting **Summary** The Corporate Healthcare Banking Portfolio Manager assists in the assessment of risk and management of the ... credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. + Partners with Relationship… more
- First Horizon Bank (Orlando, FL)
- **Description** **Location:** **On site in Orlando, FL** **SUMMARY** The Portfolio Manager assists in the assessment of risk and management of the Bank's loan ... is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.** **Partners with Relationship… more
- NBT Bank (Manchester, NH)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; ... with client and beneficiaries, tax authorities, and external professionals. Works closely with Portfolio Manager to ensure integration of liquidity into overall … more
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