- Huntington National Bank (Westlake, OH)
- …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
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager , Trust Investment Officer, Senior Investment Manager at a Wealth Management firm ... fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. +… more
- Bank of America (Charlotte, NC)
- Credit Manager , Global Wealth & Investment ...Manages the end to end credit process for a portfolio of Private Wealth Management clients and works ... with business partners and clients Role Summary: The Credit Manager (CM) is aligned with the Credit Executive (CE)...goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth… more
- Bank of America (Cincinnati, OH)
- Private Wealth Investment Management Specialist Cincinnati, Ohio **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies, and institutions....for defining the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio… more
- Wells Fargo (Atlanta, GA)
- …outstanding talent. It all begins with you. Wells Fargo is seeking a **Senior Private Wealth Portfolio Manager .** **In this role, you will:** + Identify and ... highly complex business and technical needs across groups and functions within Private Wealth Portfolio Management + Lead the strategy and resolution of highly… 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
- Bank of America (Fort Worth, TX)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena, ... (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and… more
- Citigroup (New York, NY)
- …respect to their specific characteristics and within the context of a client portfolio . + Implement advisory and discretionary investment mandates. + Articulate ... The Investment Counselor Team Lead manages a team of...requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This… more
- Bank of America (Tampa, FL)
- Credit Executive, Global Wealth & Investment Management Tampa, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make ... a seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits **Skills:** * Business… more
- Wells Fargo (Philadelphia, PA)
- …Bank Examiner designation + Experience in portfolio management, investment strategy, broker/dealer operations, wealth management, fiduciary and trust ... Wells Fargo is seeking a Senior Auditor on the Wealth and Investment Management (WIM) Audit Team...audit findings and make recommendations to management + Inform manager of situational issues that might compromise objectivity or… more