- Citizens (Tarrytown, NY)
- …research, while intimately focusing on each client 's unique circumstances. The Investment Operations Sr. Manager will be responsible for effective and ... of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion… more
- Bank of America (Towson, MD)
- Investment Manager Specialist Towson, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... allocation updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and… more
- Truist (Tampa, FL)
- …(United States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth ... goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment ...investment experience, which should include experience as an investment advisor, portfolio manager , or other … more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Manager /Portfolio Research Specialist - Defined Contribution Plans within PNC's ... * Investment due diligence * Attribution analysis and writing client -facing fund commentary * Leadership & training of co-workers * Experience with… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …and manager monitoring. Operational Oversight + Supervise onboarding of client investment accounts and coordinate third-party account setups. + Maintain ... Officers and Associates, Business Development, Compliance, and Operations teams. Key Responsibilities Client Investment Management + Serve as the lead … more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... will serve as the primary liaison between the Trust Companies and the investment managers responsible for overseeing client portfolios. This pivotal role ensures… more
- Regions Bank (Indianapolis, IN)
- … investment objectives and goals through discussion and identification of client priorities + Implements and communicates investment related changes based ... system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for...techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled… more
- Wellington (Boston, MA)
- …with those of our clients. **About the Role** **THE ROLE** The Portfolio Manager -Lead within the Quantitative Investment Group will lead the design, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- NBT Bank (Syracuse, NY)
- …but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years experience in ... relevant paperwork and required changes are complete. Responsible for client communications regarding investment portfolios including presentations/meetings with… more
- Equitable (Charlotte, NC)
- Relationship Manager , Advisory and Investment Consulting ( 250000AO ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... will help unlock your potential? The key objectives of the Advisory and Investment Consulting Relationship Manager are to build relationships with the Equitable… more