Senior Portfolio Strategy Lead Investments & Fiduciary
$91.8k - $171kBMO U.S.
BMO U.S. is seeking an experienced candidate for a client-facing role focusing on investment management in Indianapolis, Indiana. The position requires a minimum of 7 years in investment management, with specific expertise in fiduciary law, asset management, and portfolio strategies. Applicants should have a post-secondary degree and preferably an MBA. BMO offers a salary range of $91,800.00 – $171,000.00 along with comprehensive benefits including health insurance and retirement savings plans. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Strategy Lead Investments & Fiduciary in Indianapolis, IN vacancy
- ...professional in Indianapolis to provide exceptional service to investment clients. The role involves developing internal networks,... ...candidate will have over 7 years of relevant experience, expertise in portfolio management, and a strong understanding of equity and fixed...Senior
Bank of Montreal
Indianapolis, IN2 days ago - ...Corp. is looking for an experienced Vice President & Senior Portfolio Manager to manage investment portfolios and engage with clients. This critical role... ...strong focus on client relationships and investment strategies. The ideal candidate will possess excellent communication...Senior
National Bank of Indianapolis
Indianapolis, IN2 days ago - Nelnet is seeking a Senior Manager, Product Portfolio Management to lead market-validated products. This role is pivotal in executing product strategies and driving revenue growth across assigned product lines. Candidates should have 5-7 years of experience in product...Senior
$91.8k - $171k
...A leading financial institution in Indianapolis is seeking a professional... ...over 7 years of experience in investment management. The role involves providing fiduciary expertise, developing... ...across teams to enhance business strategies. A post-secondary degree in finance...SeniorBmo
Indianapolis, IN2 days ago$91.8k - $171k
...sales and service to investment clients to... ...in the assigned portfolio / jurisdiction.... ...business development strategies. Develops investment... ...management, fiduciary expertise and strategic... ...to senior leaders on strategy... ...Manages resources and leads the execution of...SeniorContract workLocal areaShift workBMO U.S.
Indianapolis, IN2 days ago$116k - $216k
KeyBank in Indianapolis is seeking a Sr Portfolio Strategist to advise clients on investment strategies and customize portfolios to meet their needs. This role involves deep collaboration with the relationship management team to achieve organizational goals and exceed client...Senior$115.2k - $158.4k
Become a part of our caring community The Innovation Portfolio Strategy Advisor reports to a Behavioral Health portfolio director and drives... ...quality and efficiency. Value-Based Initiatives: Launch and lead Pay-for-Performance (P4P) projects for MA providers. Support...Temporary workFor contractorsWork from homeHome office$91.8k - $171k
...sales and service to investment clients to... ...in the assigned portfolio / jurisdiction.... ...business development strategies. Develops investment... ...management, fiduciary expertise and strategic... ...to senior leaders on strategy... ...Manages resources and leads the execution of...SeniorContract workPart timeShift workBmo
Indianapolis, IN3 days ago- Huntington National Bank is seeking a Wealth and Investment Portfolio Manager III to manage complex portfolios and provide tailored investment strategies. You will closely engage with clients to monitor performance and ensure alignment with their objectives. The ideal...SeniorRemote jobWork at office
- ...Sr. Transaction Manager in Indianapolis, Indiana. This role involves overseeing transaction management for complex property portfolios and leading a team to ensure effective negotiations and documentation accuracy. Candidates must have a state real estate license and...Senior
- ...Overview Principal, Strategic Investments Our team members advance our... ...-level priorities Managing a portfolio of opportunities and determining... ..., corporate development, strategy, innovation, or operating roles... ...the state, our vision is to lead the transformation of healthcare...SeniorFull timeShift work
IU Health
Indianapolis, IN3 days ago - ...preserve wealth with customized portfolios, thoughtful strategies, and a culture of... ...experienced Vice President & Senior Portfolio Manager to join... ...You’ll Contribute Manage investment portfolios tailored to client... ...involvement You May Also Lead municipal bond or taxable...SeniorWork at officeLocal area
National Bank of Indianapolis
Indianapolis, IN2 days ago - ...experienced candidate to provide high-quality sales and service to investment clients. The role requires developing networks and enhancing... ...have a post-secondary degree, extensive experience in portfolio management, and strong communication skills. The position offers...Senior
$106.5k - $267.5k
Crowe seeks a Senior Tax Manager in Indianapolis, Indiana. This pivotal role involves leading client service teams, managing complex projects, and fostering client relationships... ...00 - $267,500 per year as it influences firm strategy and client service excellence. Join Crowe to...Senior- Evans May Advisory is seeking a Senior Advisor in Carmel, Indiana to play a meaningful leadership role. You’ll manage client portfolios, provide tax and advisory support, and enhance client relationships. Ideal candidates have an active CPA license and 5-10 years of public...SeniorWork at office
- Alt Construction in Indiana is seeking a Senior Pre-Construction Manager to lead pre-construction efforts in a growing commercial construction environment... ...promotes long-term growth opportunities in a family-friendly culture. #J-18808-Ljbffr Deep End Talent Strategies LLCSenior
$150k - $200k
POSITION OVERVIEW : The position of Senior Fixed Income Portfolio Manager at Winthrop Capital... ...Income Portfolio Manager to join and lead our investment team. The position requires a disciplined... ...Develop and execute investment strategies for credit and securitized...SeniorPart time- ...Huntington Bancshares, Inc. is seeking a Wealth and Investment Portfolio Manager III in Indianapolis. The role involves managing medium to large portfolios while focusing on client and corporate investment objectives. Ideal candidates will have a Bachelor’s degree and...SeniorWork at officeRemote workFlexible hours
Huntington Bancshares, Inc.
Indianapolis, IN3 days ago $130.2k - $143.9k
...A public sector solutions firm based in Indianapolis is seeking an experienced Product Management Leader. You will lead product strategy for enterprise SaaS products, manage a team of Product Managers, and foster stakeholder engagement. The ideal candidate has over 10...SeniorRemote workPublic Consulting Group
Indianapolis, IN3 days ago$163.9k - $235.55k
Role Overview We are seeking a Senior Principal, CMI analyst to serve as a cornerstone... ...executive communication Partner across Strategy, Product, Marketing, and Sales to ensure... ...that shape discussions, priorities, and investments External Market Engagement Represent UKG...SeniorShift work- ...Ilab Llc is seeking a Senior Software Quality Assurance (SQA) Analyst to design and execute test cases ensuring high-quality software delivery. This role involves managing defects, leading QA initiatives, and performing functional testing of web applications. The successful...Senior
iLab
Indianapolis, IN3 days ago - IU Health is seeking a Senior Applications Enterprise Resource Planning Analyst to lead strategic initiatives within the ERP Systems team. This role involves collaboration with IT and business units to support new systems and enhance existing applications. The ideal candidate...Senior
- salesforce.com, inc. is seeking a Senior Manager for the Finance & Strategy team in Indianapolis. The role focuses on delivering accurate revenue forecasts, supervising a team, and collaborating with Investor Relations. The ideal candidate will have extensive experience...SeniorWork at office3 days per week
- Arcwood Environmental, LLC seeks a Senior Director, IT Business Relations in Indianapolis to bridge IT and corporate functions. This... ...a strong track record in project management and data analysis, leading initiatives across Commercial and Corporate teams. Competitive...Senior
$86.3k - $118.7k
Humana Inc is seeking a Strategy Advancement Senior Professional to design and implement initiatives for optimizing clinical operations and enhancing care delivery. This role requires a Bachelor's degree, strong financial acumen, and at least 5 years of relevant experience...SeniorRemote job$90k - $130k
A financial services firm in Indianapolis is seeking a Controller to oversee financial activities including reporting and budgeting. The ideal candidate will have a Bachelor's degree in Finance or Accounting, preferably a CPA, along with 5-7 years of relevant experience...SeniorFull time- ...seeking an experienced Major Gift Officer to manage a significant portfolio of qualified prospects. The ideal candidate will have at least... ...include engaging with donors, implementing fundraising strategies, and working collaboratively within a dynamic team. A strong understanding...SeniorLocal area
- ...strategic financial planning, investment management, and deep... ...primary advisor to a portfolio of HNW clients,... ...evolving financial needs. Lead regular review... ...confident in their financial strategy. Financial Planning... ..., regulatory, and fiduciary standards. Partner...Senior
Goelzer Investment Management
Carmel, IN4 days ago - Direct Jobs is seeking a Senior Applications Enterprise Resource Planning Analyst in Indianapolis, Indiana. In this role, you will lead strategic initiatives in collaboration with IT and business units to enhance ERP systems and provide onsite support to users. The ideal...Senior
- ...Senior Portfolio Manager Qorvo supplies innovative semiconductor solutions that make a better world possible. We combine product and technology... ..., production, and revenue plans. Responsibilities: Lead business operations and portfolio management activities across...SeniorWork at officeRemote work
Qorvo
Indianapolis, IN5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Portfolio Strategy Lead Investments & Fiduciary. Be the first to apply!
Related searches
- senior cost analyst Indianapolis, IN
- senior development engineer Indianapolis, IN
- senior program specialist Indianapolis, IN
- senior manager quality engineering Indianapolis, IN
- senior software test automation engineer Indianapolis, IN
- senior design technologist Indianapolis, IN
- senior design verification engineer Indianapolis, IN
- senior director quality Indianapolis, IN
- senior director of development Indianapolis, IN
- sr project engineer Indianapolis, IN