- Huntington National Bank (Charlotte, NC)
- …Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages medium/large ... and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to...objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for… more
- Umpqua Bank (Phoenix, AZ)
- …in Scottsdale or Phoenix, Arizona, you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and you are well-connected ... Trust Portfolio Manager Wealth Management...Advisor. Weare agrowth-mindedwealth managementcompanythat offers estate and financial planning, investment management and trust serviceswithaveryfavorable reputation in the marketplace… more
- Zions Bancorporation (Las Vegas, NV)
- …endless. You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is ... Vegas, NV and reports up to the Director of Investment Management. The Portfolio Manager ...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors,… more
- Wells Fargo (Charlotte, NC)
- … Manager . This position will conduct oversight of processes across the Wealth Portfolio Implementation (Trade Support), including the review and signoff of ... **About this role:** Wells Fargo Wealth and Investment Management (WIM) Operations is seeking an Operations Senior… more
- BMO Financial Group (Woodstock, IL)
- …fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + ... / CFP Designations Preferred Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise… more
- JPMorgan Chase (New York, NY)
- …our Multi-Asset & Portfolio Solutions team as a dynamic Business Manager . Drive growth, implement change, and optimize performance while working with top ... platforms. + Communicate effectively with key business partners, including portfolio management, manager research, alternative research, and sustainable… more
- Enterprise Bank & Trust (Clayton, MO)
- …supporting our communities.** **Together, there's no stopping you!** **Job Title:** Investment Management: Associate Portfolio Manager **Job Description:** ... **Summary:** The Associate Portfolio Manager leverages capital market knowledge and experience along with...in the process of closing new client prospects for investment management and wealth planning services. +… more
- HUB International (Seneca, SC)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 ... and involvement through HUB Gives** **SUMMARY:** As a Junior Wealth Relationship Manager at HUB International, you...clients and participate in client meetings as needed. + ** Portfolio Management Support:** Assist senior wealth managers… more
- Citigroup (New York, NY)
- …and multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment professionals. The candidate will ... Management (CIM) is a group within Citi Global Wealth Investments that manages assets on a discretionary and... investment management and client service functions. The portfolio manager will be located with the… more
- HSBC (Cupertino, CA)
- …fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our ... our communities and the planet we all share. The Wealth Relationship Manager works closely with the...+ Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment … more