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Found 16 North America jobs

  • SVP & Regional Head - Wealth Management

    • Mumbai, Konkan (IN)
    • Open to discussion
    • INDWEALTH

    Job Brief We are looking for a Senior Vice President to head the wealth management team for the Western Region in India. The individual will be res...

    New

    Top job

  • Research Analyst

    • Gurgaon (Division), Haryana (IN)
    • Open to discussion
    • INDWEALTH

    INDWealth is looking for a Financial Research/Portfolio Analyst with an experience of minimum 2 years. The individual will be a part of the advisor...

    Top job

  • Business Development

    • Mumbai, Konkan (IN)
    • Inline with the market
    • Ladderup Wealth Management Private Limited

    Besides Business development, candidate will regularly interact with the wealth managers, enabling person to gain insights into client management.

    Top job

  • RFP Specialist, Investment Proposals

    • Minneapolis, Minnesota
    • DOE
    • Parametric Portfolio Associates

    Responsible for supporting the Institutional and Wealth Management distribution channels by responding to recurring and ad hoc due diligence requests.

  • Director - Performance Analytics and Risk

    • Los Angeles, USA
    • DOE
    • Kayne Anderson Rudnick Investment Mgt

    ~~•Manage and oversee the firm's performance and analytics function. •Develop and maintain policies and procedures around performance measurement, ...

  • Associate, Client Service

    • Seattle, Washington State
    • DOE
    • Parametric Portfolio Associates

    Works closely with Parametric Regional Representatives and the Eaton Vance Wealth Strategies Group to maintain excellent client relationships.

  • Investment Officer I - FO/CGS - Client Portfolio Management

    • Boston, USA
    • Competitive
    • BNY Mellon Investment Management

    The Investment Officer I will manage assigned client relationships which could include personal trust, agency, estate, charitable, pension and inst...

  • FINANCIAL PLANNING ASSOCIATE

    • New York, USA
    • Salary + Incentive based on experience and Industry Standards
    • Altfest

    Duties and Responsibilities Client Account Administration : Handle trading and portfolio reporting. Work with clients and their custodians to open ...

  • GFO Sr. Trust Advisor

    • Atlanta, USA
    • Competitive
    • SunTrust Bank

    Job Description : Job Description The Family Wealth Advisor (FWA) operates in partnership with other members of the family service team, especially...

  • Global Investment Lab Regional Lead - LatAm

    • New York, USA
    • Competitive
    • Citi-US

    Primary Location: United States,New York,New York Education: Master's Degree Job Function: Private Client Product Mgmt Schedule: Full-time Shi...

  • Investment Counselor - NY Metro

    • New York, USA
    • Competitive
    • Citi-US

    Primary Location: United States,New York,New York Education: Bachelor's Degree Job Function: Private Client Product Mgmt Schedule: Full-time S...

  • TMP Portfolio Manager III - Fixed Income - Quantitative

    • Boston, USA
    • Competitive
    • BNY Mellon Investment Management

    This position is responsible for developing, monitoring and implementing portfolio strategies for Tax Exempt Fixed Income portfolios. Evaluate port...

  • Operations Analyst

    • Minneapolis, Minnesota
    • DOE
    • Parametric Portfolio Associates

    Responsible for the implementation of controls such as reconciliations and trade confirmations for a variety of asset classes. 

  • Senior Wealth Manager Fiduciary Specialist

    • Boston, USA
    • Competitive
    • BNY Mellon Investment Management

    The Senior Wealth Manager - Fiduciary Specialist serves as the trusted advisor to high net worth clients and their families, as well as charitable ...

  • Product Manager - Responsible Investing

    • Seattle, Washington State
    • DOE
    • Parametric Portfolio Associates

    Responsible for managing, enhancing and communicating Parametric’s Responsible Investing investment capabilities across strategies/distribution teams.

  • Product Manager - Responsible Investing

    • Seattle, Washington State
    • DOE
    • Parametric Portfolio Associates

    Responsible for managing, enhancing and communicating Parametric’s Responsible Investing investment capabilities across strategy/distribution teams. 

  • Portfolio Manager

    • Los Angeles and San Francisco, California
    • Competitive Base Salary + Medical, Dental, Vision and 401k
    • First Bank

    Responsibilities include maintaining a continuing relationship with existing customers to retain their goodwill and to develop additional business.

  • MSBF Specialist

    • New York, USA
    • Competitive
    • Citi-US

    Primary Location: United States,New York,New York Education: Bachelor's Degree Job Function: Private Client Product Mgmt Schedule: Full-time S...

  • Relationship Manager, Private Bank & Wealth Advisory

    • Sherman Oaks, USA
    • Competitive
    • Silicon Valley Bank

    As a Relationship Manager on the Private Bank & Wealth Advisory team, you will be responsible for leading efforts to build, expand and service bank...

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