- KeyBank (Cleveland, OH)
- …articulating the various strategies. * Works closely with field Portfolio Managers, RMs, Wealth Advisors and other across Key Private Bank and Key Bank ... market knowledge and information flow. Works closely with field Portfolio Managers and more senior members of the Investment...Key Private Bank. * Executes trades for field Portfolio Managers. * Has discretion for execution of various… more
- Citigroup (New York, NY)
- We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface ... organization and the Labs teams to design and implement a sophisticated portfolio construction framework that enhances advisor capabilities and client outcomes. The… more
- S&P Global (New York, NY)
- …will play a key role in ensuring the commercial success of Wealth Benchmarks. Key Responsibilities: + Execute product development strategy, focusing on a ... asset classes such as the S&P 500 and iBoxx family of fixed income indices, in addition to Sector,... Management + Familiarity with the Asset Management and Wealth Management landscape, model portfolios/ portfolio theory +… more
- M&T Bank (Wilmington, DE)
- …opportunities to lead high-impact projects and drive technological advancements. **As the Wealth Technology Leader, your key responsibilities will include:** + ... opportunity to drive innovation and influence growth in a key business area. In this role, you will have...that drives cloud adoption and aligns with the firm's wealth management goals, including client relationship management, portfolio… more
- KeyBank (Elkhart, IN)
- …as financial planning expert for Key Private Bank ultra-high net worth clients with Key 's Family Wealth Office and Core Private Bank business. + Lead ... transfer planning as well as specialty planning (ie, portfolio management, executive compensation and business succession planning). In... Planning experience to prospects, clients, COIs, etc. within Key 's Family Wealth Office and… more
- Brokers International (Urbandale, IA)
- …play a pivotal role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that spans multiple locations and ... project planning and execution of a major digital initiative within our Wealth Management portfolio . + Define project objectives, scope, requirements, critical… more
- Citigroup (Chicago, IL)
- …the sales teams to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance ... The Wealth Regional Director is a senior leader within...and implementing the growth strategy for the market with key focus on hiring seasoned advisors and optimizing existing… more
- First National Bank of Omaha (Omaha, NE)
- …**Summary of the Job:** Lead FNBO's technology strategy and execution for Wealth Management and Capital Markets divisions, driving innovation while ensuring systems ... **Strategic Leadership** + Develop and execute technology roadmaps aligned with Wealth Management and Capital Markets business objectives + Partner with division… more
- Citizens (New York, NY)
- …of escalation to Wealth Advisors and support staff and is a key strategic role for the Supervision/Risk organization. Key responsibilities may include: + ... Description The Head of Wealth Supervision will be responsible for building out...Products, Insurance, Annuities, along with a strong knowledge of portfolio investment supervision will be required. This role will… more
- First National Bank of Omaha (TX)
- …the development team to make sure it's implemented well. **About This Role:** Key Accountabilities . Evaluate current product portfolio performance and market ... new capabilities and product sets to serve to our wealth clients. You will be expected to manage the...variety of benefits designed to keep you and your family physically and financially healthy. Not only do we… more