Senior Investment Manager — Complex Trusts
Kestra PWS
Kestra PWS in Atlanta, GA is seeking an experienced Portfolio Manager to manage complex fiduciary accounts and develop high-quality investment strategies. The role requires 15+ years in portfolio management and a Bachelor’s degree in a relevant field. The ideal candidate will have excellent problem-solving and time-management skills. Benefits include competitive pay, 401(k), and opportunities for professional growth. Join a supportive team focused on enabling financial independence. #J-18808-Ljbffr Kestra PWS
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Manager — Complex Trusts in Atlanta, GA vacancy
- Senior Portfolio Manager, Middle Market C&I -Atlanta, GA FinTrust Connect has partnered with a well-capitalized... ...& Industrial clients, structuring complex cash flow-based credit facilities, and... ...portfolio risk while serving as a trusted partner to Relationship Managers. Why...SeniorWork at office
$132.5k - $338.3k
...organizations so that no matter how complex the situation, no matter how... ...doesn’t happen by chance. We invest in training and development... ...Banking Consulting Senior Manager may include: Lead the design... ...client requirements. Act as a trusted advisor to senior and executive...SeniorLive inWork at officeLocal area$124k - $280k
...Research and Grant Administration Consultant, Senior Manager, you will engage with clients in the... ...motivate and coach others to solve complex problems, applying sound judgment and communicating... ...thoughtfully to establish a secure and trusted workplace for all. #J-18808-Ljbffr PwCSeniorFull timeH1b- ...in Georgia. Responsibilities include advising high-net-worth individuals on complex wealth transfer strategies, drafting estate planning documents, and collaborating with fiduciaries on trust administration. This role is ideal for a professional focused on creating customized...Senior
- Cooper Lighting Solutions in Atlanta, Georgia, is seeking an experienced credit professional to manage complex loan portfolios. You will independently analyze financial statements and navigate credit scenarios, ensuring adherence to banking policies while facilitating...Senior
- Plan and manage the Systems Architecture Team's budget to the program and initiative level, including engineering hours, Capex, and Opex... ...or a related discipline, with demonstrated experience managing complex, multi-initiative portfolios. Demonstrated experience managing...Senior
- ...Staffing-Inc is seeking a seasoned Attorney specializing in Trust & Estate in Atlanta, GA. This permanent, full-time... ...established book of business. Responsibilities include managing teams, advising clients on complex tax strategies, and developing succession plans. #J-18...SeniorPermanent employmentFull time
- ...disciplinary financial services firm in Atlanta, seeks an experienced tax professional to prepare and review complex returns for individuals, corporations, partnerships, and trusts. You will research tax laws, provide planning and consulting, and help clients understand tax...Senior
- ## Commercial Senior Portfolio ManagerApplylocations: Atlanta, GAtime type: Full timeposted... ...FUNCTION:The Commercial Senior Portfolio Manager is key member of the "coverage team",... ....* Works independently to pitch the most complex deal structures.* A focus on continuous learning...SeniorWork at office
$100k - $163k
...role:Wells Fargo is seeking a seeking a Senior Portfolio Manager to join our Credit Execution Team... ...divisions at In this role, you will manage a complex credit portfolio, including... ...regarding outside activities or personal investing; affected employees will be expected...SeniorFull timeWork experience placement- ...for providing fiduciary-level financial planning and investment services. The Financial Advisor II will manage a full book of clients, develop expertise in the planning process, and work autonomously to navigate complex client needs. The ideal candidate will have over 5...Senior
- ...assign codes using ICD-10-CM and CPT-4/HCPCS. You will handle complex surgical, inpatient, observation, and outpatient records within... ...code assignments for ER, inpatient, outpatient and other services, and support denial management and claim edits with#J-18808-LjbffrSenior
$155.6k - $306.8k
...mission of Quality and Risk Management (QRM) is to manage the... ...and increasingly complex business to improve... ...Guidance and Support to Senior Business Leaders within... ...& Resilience, Digital Trust & Privacy, Enterprise... ...well as through our own investments, commitments, and...SeniorContract workFor subcontractorWork at officeLocal area$146.35k - $232.7k
...what we can achieve. Together.SummaryThe Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the... ...record managing multi-practice, multijurisdictional, complex RFP responses, in addition to the ability to build pitch...SeniorFull timeWork at officeRemote workRelocationVisa sponsorshipRelocation package$134k - $347.7k
...professional services firm, we offer grants management, compliance, and insurance claims services to some of the most complex and prestigious public and private sector entities... ..., society and the planet, while building trust in capital markets. Enabled by data, AI...SeniorFull timeSummer holidayWork at officeLocal areaFlexible hours$150k - $200k
...are a national public finance investment banking franchise with a... ...Director to join the public finance Senior Living team. This role can be... .... This individual will manage day-to-day client relationships... ...skills, and the ability to build trusted relationships with boards,...SeniorFull timeLocal area- ...presence with the support and expertise of a trusted national organization. Learn more at... ...day-to-day accounting operations of the Complex Asset Accounting Department including... ...Reports to VP, Finance and Controller Management/Supervision None Duties And Responsibilities...SeniorWork at officeLocal area
- ...so that no matter how complex the situation, no matter... ...t happen by chance. We invest in training and development... ...Banking Consulting Manager may include:Lead and manage... ....Serve as a trusted advisor to sell-side clients, partnering with senior stakeholders to develop...Full timeLive inWork at officeLocal area
$125k - $255k
DescriptionOverviewThe Sr Treasury Management Portfolio Manager for Pricing... ...(TM)organization. This senior leader oversees a portfolio that... ..., RFP responses, and complex deal structuring.Cross‑Functional... ...reporting and business cases for investment decisions.Qualifications...SeniorFull timeWork at officeRemote workWork from homeFlexible hours- Kaleidoscope Innovation in the United States is seeking a Program/Sr IT Project Manager to lead medium‑to‑large and complex technology projects from initiation through delivery, ensuring outcomes on time, within scope, and within budget. This role partners with business...Senior
- WTW is seeking a Senior Broker to lead the placement of large and complex primary casualty programs in North America. You will partner with Client Advocates, producers, and carriers to design innovative casualty solutions that optimize coverage and pricing. Responsibilities...Senior
- Georgia's Own Credit Union is looking for a Portfolio Management Officer to oversee a commercial banking portfolio. This role ensures ongoing credit surveillance and risk identification throughout client relationships. Applicants should have a bachelor’s degree and 5+...SeniorFlexible hours
$154.5k - $302k
...From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations.At FTI Consulting, you’ll work... ...Mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies...SeniorFull timeInterim roleWork at officeFlexible hours- Wells Fargo is seeking a Product Portfolio Specialist / Portfolio Manager to oversee a portfolio of Accounts Receivable Securitization clients and drive growth initiatives. You will monitor borrowing bases, review field examinations, and conduct portfolio reviews while...Senior
- CyberCoders in Atlanta, GA seeks a Tax Manager specializing in Trusts, Estates & Gift Tax in a hybrid role. You will oversee tax compliance and planning for high-net-worth individuals and families, while mentoring associates in a collaborative, growth-focused firm. The...Senior
- Kaiser Permanente seeks a Complex Case Manager to evaluate and coordinate care for members in the complex case management program. The role includes comprehensive assessments, care planning, education, and collaboration with a multidisciplinary team to promote self-management...Senior
$100k - $195k
...broad spectrum of risk management issues. We are a rapidly... ...relationships built on trust, responsiveness and... ...portfolio; break down complex datasets into simple narratives... ...Present findings to senior management and C‑suite... ...‑based incentives. We invest in our people by fostering...SeniorMinimum wageRemote work- Hiscox USA is seeking a Senior Complex Claims Specialist to adjudicate assigned claims, provide operational support to the claims team, and drive early settlements for construction defect and third-party property damage claims. The role requires extensive claims handling...Senior
- Intuit is seeking a Senior Payroll Tax Expert to join Payroll Tax Operations in Atlanta, Georgia. This role focuses on resolving complex payroll tax issues for a team, utilizing deep knowledge in federal and state payroll tax compliance. The ideal candidate will have over...Senior
$80k - $100k
A premier property management firm in Northeast Atlanta, GA is seeking an experienced Senior Portfolio Manager to oversee a high-value portfolio of residential communities. This role offers the opportunity to lead daily operations and mentor a high-performing team while...Senior3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Manager — Complex Trusts. Be the first to apply!
Related searches
- investment director Atlanta, GA
- investment accounting manager Atlanta, GA
- investment manager Atlanta, GA
- investment executive Atlanta, GA
- director investment banking Atlanta, GA
- impact investment manager Atlanta, GA
- senior operations associate Atlanta, GA
- senior safety specialist Atlanta, GA
- senior technology project manager Atlanta, GA
- remote senior business analyst Atlanta, GA