- Umpqua Bank (Scottsdale, AZ)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Henderson, Nevada San Diego, California Phoenix, Arizona Greenwood Village, Colorado ... for people. Together for business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management of trust … more
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager , Trust Investment Officer, Senior Investment Manager at a Wealth Management firm with** **no ... 9 reviews, and meeting with clients** **regularly** **to** **discuss** ** portfolio performance.** **This position requires excellent** **communication, relationship management,… 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
- City of New York (New York, NY)
- … - Alternative Delivery will drive the successful execution of projects within the Trust 's Modernization & Preservation Program portfolio . Under the Trust ... June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust… more
- CIBC (New York, NY)
- …(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 structuring, and maintain… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** The Wealth Credit Delivery Portfolio Manager is responsible for underwriting loan transactions, including ... credit requests. In addition, the Wealth Credit Delivery Senior Portfolio Manager proactively manages an assigned ... portfolio . Typical competitors for the Wealth Advisory portfolio include: Goldman Sachs, US Trust or… more
- Delek US Holdings (Brentwood, TN)
- Sr Manager , IT Portfolio Management Location: Brentwood, TN, US, 37027 Are you looking for a career in a dynamic and innovative company that values versatility, ... in a supportive and innovative environment. **JOB SUMMARY** Sr. Manager of IT Portfolio Management will be...trust , fosters openness, and provides support. As the manager of a team, selects and motivates a strong… more
- Zions Bancorporation (El Segundo, CA)
- …affiliate of Zions Bancorporation, is looking for a seasoned Power & Project Finance Portfolio Manager in El Segundo, CA. This role focuses on identifying ... which requires working with complex financial models. . The Portfolio Manager provides documentation review and closing...as level of experience. Associates at California Bank & Trust work in a relationship-centered culture where they are… more
- UMB Bank (Jefferson City, MO)
- … tools and capacity reporting to provide insights and orchestrate the broader portfolio to maximize implementation delivery. As the ** Manager of Portfolio ... , a division of UMB Bank na The ** Portfolio Enablement** team works to align IT Strategy...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- CIBC (Chicago, IL)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **KEY ACCOUNTABILITIES / RESPONSIBILITIES** The Portfolio Manager will be responsible for but not ... for this position will be that of Underwriting and Portfolio Management and execution of 1A risk management activities...driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you… more
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