- Bangor Savings Bank (Portland, ME)
- …the direction and guidelines established by the Chief Investment Officer-WMG, the Senior Portfolio Manager is primarily responsible for maintaining client ... portfolios, and contributing to development of new business. The Senior Portfolio Manager will represent the WMG...as a resource representing our group + Represents the Wealth Management Group and the Bank within… more
- Eastern Bank (Kennebunkport, ME)
- …variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts.** + Identifies and ... from one or more of the Banks' banking and wealth management services including banking services, residential...client accounts. + Oversees set-up of new clients with portfolio on trust accounting system to ensure accuracy of… more
- TD Bank (Portland, ME)
- …setting new industry standards. **U.S. Wealth is a fully integrated wealth management business that provides products and services (designed for ... multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management...**Monitor changes in applicable laws and regulations and advise senior management on potential impacts and required… more
- TD Bank (Portland, ME)
- …+ **Ability to independently identify, assess, and escalate issues requiring senior management attention.** **Customer Accountabilities:** + Proactively advises ... Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in reshaping… more
- UMB Bank (Augusta, ME)
- …will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower ... Office Suite (Word, Excel, PowerPoint, SharePoint). **Bonus points for:** + You have Wealth Management experience. + You have knowledge of real estate/property … more
- UMB Bank (Augusta, ME)
- …guidance and oversight to IT processes, projects, capacity, and risk management functions to ensure appropriate strategies, policies and controls are executed ... supporting each other to achieve this goal. As a ** Senior Project Manager** , you will lead multiple enterprise...provide project leadership, primarily supporting our Institutional and Private Wealth lines of business. You will serve as the… more