Senior Investment Officer - Wealth & Fiduciary Portfolios
The Cape Cod Five Cents Savings Bank
The Cape Cod Five Cents Savings Bank is seeking an experienced investment professional to manage fee-based accounts, including personal trusts and high-net-worth relationships, ensuring objectives are met and risk is aligned with client goals. This role involves supervising portfolio activities across charitable, fiduciary, and individual accounts, collaborating with the CIO on equity focus, and applying broad capital markets knowledge to timely investment decisions. #J-18808-Ljbffr The Cape Cod Five Cents Savings Bank
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Officer - Wealth & Fiduciary Portfolios in Oklahoma City, OK vacancy
- ...fee revenue producing investment accounts ranging from... ...individual relationships. With fiduciary accounts, operates... ...individual investment portfolios are a major portion of... ...the Chief Investment Officer with the selection and... ...the efforts of the senior manager and other department...SeniorWork experience placement
The Cape Cod Five Cents Savings Bank
Oklahoma City, OK3 days ago - ...Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management... ...delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance... ...deposit business. You will manage a portfolio of key and strategic customer relationships...Senior
BOK Financial
Oklahoma City, OK2 days ago - BOK Financial Corporation is seeking a Senior Private Wealth Banker in Oklahoma City. The role involves making and servicing a variety of complex... ...and significant experience in banking. The role includes portfolio management, loan negotiations, and compliance with...Senior
- ...detail oriented and proactive professional to oversee a diverse portfolio of commercial real estate and construction loans. This role... ...with internal and external stakeholders including loan officers, senior Bank leadership, clients, developers, and contractors. Administer...SuggestedPermanent employmentFor contractorsWork experience placement
- ...New England Legal Search is assisting a large national wealth manager in adding an attorney with deep estate planning expertise to their team as a Senior Wealth Strategist. The ideal candidate will bring a minimum of 7 years of experience, preferably more, to advise UHNW...Senior
New England Legal Search Ltd.
Oklahoma City, OK4 days ago $77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC... ...companies to develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members...SeniorFull timeH1b- ...business. This position ensures that Private Wealth accounts will be administered... ...professional advisors, and their account’s portfolio manager. Essential Duties and Responsibilities... ...fields, to develop new trust and investment management clients. Ensures that the appropriate...Senior
- ...Areas of Interest: Investment Management Pay Transparency... ...Financial Private Wealth, Inc. BOKF, NA... ...like institutional portfolio management and fiduciary tax services, we... ...Description The Senior Investment Manager... ...Advisors and/or Trust Officers (if applicable) and...SeniorWorldwide
BOK Financial
Oklahoma City, OK3 days ago - Define and execute Seqirus's global portfolio vision and strategy Lead a team responsible for global product portfolio strategy Provide commercial and portfolio leadership Ensure alignment from research through commercialization Drive portfolio decisions maximizing long...Senior
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...tax risks, and tax implications of investing in different jurisdictions. You’ll help our... ...our careers, now and in the future.As a Senior Manager, you'll work as part of a team of...SeniorFull timeH1bLocal areaOverseas$77k - $115k
...26) Day to Day Indeed is seeking a Senior Financial Analyst to join our R&D FP&A team... ...planning, growth optimization, and investment ROI analysis to enable data-driven decision... ...across a quickly evolving product portfolio. Responsibilities Oversee financial...SeniorWork experience placementLocal areaIndeed
Oklahoma City, OK3 days ago- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting... ...will be responsible for leading a portfolio of principal and major gift prospects, with... ...environments. Hiring Manager Title Chief Development Officer Functions Non-Profit Management...Senior
Confidential
Oklahoma City, OK1 day ago $93.4k
...develops and manufactures a comprehensive portfolio of catalogue and custom-developed... ...for all aspects of operations finance. The Senior Operations Finance Analyst is responsible... ...Technology/Equipment Knowledge (e.g., Microsoft Office, Outlook, Word, and Excel) with advanced...SeniorWork at officeLGC Group
Oklahoma City, OK4 days ago- Bristol-Myers Squibb is seeking an Associate Director, Campus Program Lead to oversee campus programs in Devens, MA. You will lead project initiatives and coordinate multi-functional teams to ensure successful implementation across various topics, including new product ...Senior
- Job Responsibilities Develop and lead complex projects Manage and oversee the operational aspects of ongoing improvement projects Support programs by managing project status reviews, budgets, schedules, and preparing necessary reports Execute communication plans to ...Senior
$80k - $150k
...Wellington Management offers comprehensive investment management capabilities that span nearly... ...acting as a subject matter expert and portfolio representative for colleagues, clients... ...commitment, our employees work from our offices 4 days a week with flexibility to work remotely...Remote workFlexible hours1 day per weekWellington Management
Oklahoma City, OK4 days ago$90k - $110k
...Overview The Investments Analyst will be responsible for a variety of investment activities... ...visible role providing interaction with senior management as well as property focused leasing... ...and comparable properties for portfolio management purposes Participating in communication...Immediate startWS Development
Oklahoma City, OK4 days ago- ...- it’s an opportunity to shape the future of medicine. The central Office of Research Administration (ORA) at Harvard Medical School (HMS) seeks a talented and experienced Senior Research Portfolio Administrator (SRPA). The SRPA will provide pre- and post-award management...SeniorFull timeWork at officeRemote workShift work
- ...for an Advanced Contracting Specialist to support federal acquisition operations in Oklahoma City. This role involves serving as the senior technical contracting resource, overseeing acquisition activities and mentoring junior personnel. Candidates must hold an active...SeniorFull time
- ...A well-known technology firm based in Massachusetts is looking for a Senior GTM Finance Manager to serve as a strategic finance partner for their Go-To-Market organization. This hybrid role demands expertise in financial modeling and SaaS metrics, with responsibilities...Senior
DMARC Analyzer (Acq. by Mimecast)
Oklahoma City, OK4 days ago - Legacy Commercial Property seeks a Commercial, Field Facilities Manager to oversee 55+ retail properties across IL, MO, KS, and OK. This role focuses on asset preservation, tenant relationships, and operational excellence to maximize property performance and tenant satisfaction...SeniorNight shift
- ...The Wealth Advisor is responsible for fostering new and existing client relationships... ...service, proactively identifying strategic investment opportunities, and driving financial... ...and long‑lasting relationships. Acts as a fiduciary, placing clients’ interests and outcomes...
Stride Bank, N.A.
Oklahoma City, OK4 days ago - ...Inceed is partnering with a client in Oklahoma City to hire a Senior FP&A Analyst. This role focuses on planning and forecasting for... ...clear decision support, and guiding leadership on capital investments. You will work across teams to develop capital plans, analyze...Senior
Inceed
Oklahoma City, OK4 days ago - ...Capital is the Oklahoma City-based private investment office for the Love family. Après Vous Capital... ...investment opportunities, as well as portfolio construction and monitoring. Analysts... ...Present results of the analysis to the senior team. Conduct market mapping and build...InternshipWork at office
Loves Travel Stops & Country Store
Oklahoma City, OK29 days ago $100k
...Our client is seeking a Senior Accountant to play a key role in supporting the financial health and performance of their renewable energy... ..., gross margin, and operational costs across renewable energy portfolios Prepare detailed financial reports and conduct variance...SeniorRight-Click
Oklahoma City, OK16 hours ago$80k - $150k
...Wellington Management offers comprehensive investment management capabilities that span nearly... ...-quality insights for institutional and wealth audiences globally—an important... ...commitment, our employees work from our offices 4 days a week with flexibility to work remotely...Remote workFlexible hours1 day per week- ...responsibilities include management of a large loan portfolio relative to the size of the market and... ...collection efforts. Refer prospects to Wealth Management. Lending authority... ...accommodation. Working Conditions Normal office conditions. There may be a limited amount...SeniorContract workWork at officeLocal area
INTRUST Bank
Oklahoma City, OK14 hours ago $90k - $110k
...We are seeking a highly analytical and business-minded Senior Financial Analyst to support plant operations and partner closely with site leadership. This role will play a key part in financial reporting, cost analysis, forecasting, and driving operational performance...SeniorMovement Search & Delivery
Oklahoma City, OK3 days ago$80k - $135k
...insights and recommendations. Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals. Mature presence, empathy, intellectual curiosity, and...SeniorWork experience placementLocal areaFlexible hoursLE001 Berkeley Research Group, LLC
Oklahoma City, OK1 day ago$95k - $245k
...cross-fertilization of ideas necessary for true innovation. For more information about Draper, visit Job Description Summary The Senior Financial Analyst is responsible for financial planning, budgeting and analysis to serve as a finance business partner to several internal...SeniorFull timeLocal areaDraper
Oklahoma City, OK14 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Officer - Wealth & Fiduciary Portfolios. Be the first to apply!
Related searches
- senior associate architect Oklahoma City, OK
- senior dynamics crm developer Oklahoma City, OK
- senior application security Oklahoma City, OK
- senior account director Oklahoma City, OK
- senior advisor Oklahoma City, OK
- senior cloud data engineer Oklahoma City, OK
- senior customer service manager Oklahoma City, OK
- senior Oklahoma City, OK
- senior customer success engineer Oklahoma City, OK
- senior property accountant Oklahoma City, OK