Open app
Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Portfolio Manager: Multi-Asset Trading & Client Partnership

Socket.dev

Wilmington, DE

M&T Bank seeks a Client Portfolio Manager in Wilmington, DE to manage Desktop Managed Equity accounts and align trades with IA guidance. The role involves executing trades, monitoring tracking error, and communicating proactively with Investment Advisors. Candidates should have a Bachelor's degree and at least 2 years of investment experience, with strong knowledge of trading procedures and MS Office. A solid team player with critical thinking is essential. #J-18808-Ljbffr Socket.dev

Apply
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Portfolio Manager: Multi-Asset Trading & Client Partnership in Wilmington, DE vacancy
  • Wealth Client Portfolio Manager
    Overview:Provides portfolio management (trading) services across a large number of accounts (estimated...  ...marrying the firm’s best thinking with the clients needs. The Client Portfolio Manager...  ...to move towards appropriate target multi asset class strategy set by the IA and... 
    Asset
    Full time
    Work experience placement
    Internship
    Work at office

    M&T Bank

    Wilmington, DE
    4 days ago
  • Wealth Client Portfolio Manager
    Overview Provides portfolio management (trading) services across a large number of...  ...’s best thinking with the clients needs. The Client Portfolio...  ...appropriate target multi asset class strategy set by the...  ...banking services with the wealth management and institutional... 
    Asset
    Work experience placement
    Internship
    Work at office
    Local area

    M&T Bank Corporation

    Wilmington, DE
    3 days ago
  • Cash Equities Client Services Manager - Vice President
     ...North American Cash Equities Client Services team (JPMorgan Securities...  ...of contact for Institutional Asset Managers and Hedge Funds executing with our global equity trading desks. As a Vice President /...  ....Foster strong internal partnerships across Sales Trading, Operations... 
    Partnership
    Asset
    Work at office

    JP Morgan Chase

    Newark, DE
    3 days ago
  • Digital Assets Product Manager - Institutional Services

    $89.6k - $149.3k

     ...Digital Assets Product ManagerThe Digital Assets Product Manager is responsible for the design, development, execution,...  ...solutions for Institutional Services clients. This role sets strategic...  ...implementation, and ongoing optimization in partnership with Technology, Operations, and... 
    Partnership
    Asset

    M&T Bank

    Wilmington, DE
    5 days ago
  • Cash Equities Client Services Manager - Vice President
     ...North American Cash Equities Client Services team (JPMorgan Securities...  ...of contact for Institutional Asset Managers and Hedge Funds executing with our global equity trading desks. As a Vice President /...  .... Foster strong internal partnerships across Sales Trading, Operations... 
    Partnership
    Asset
    Work at office

    JPMorgan Chase & Co.

    Newark, DE
    2 days ago
  • Assistant Store Manager - White House Black Market
     ...Assistant Store Manager Join our fashion-obsessed...  ...managing sales operations, asset protection, and human...  ...needs of the business; In partnership with Store Manager,...  ...team maintains consistent client communication through...  ...skills and ability to multi-task in a fast-paced environment... 
    Partnership
    Asset
    Local area
    Flexible hours
    Shift work
    Night shift

    Chico's FAS

    Wilmington, DE
    4 days ago
  • Investment Funds Associate Attorney (Multi Office)

    $300k

     ...ASSOCIATE ATTORNEYInvestment Management & Funds Practice GroupOpen to...  ...of this description.HYBRIDOur client, a national AmLaw 200 firm,...  ...investment funds across multiple asset classesDraft and negotiate...  ...placement memoranda, limited partnership agreements, operating agreements... 
    Partnership
    Asset
    Work at office

    iLocatum Recruiting

    Wilmington, DE
    1 day ago
  • Intellectual Property Patent Partner- Chemical Engineering

    $200k

     ...bit about us This client is a nationally recognized...  ..., copyright, trade secret, and...  ...intellectual property assets worldwide. Why join...  ...resources. Partnership track opportunities...  ...Demonstrated experience managing U.S. and international patent portfolios. Established... 
    Partnership
    Asset
    Local area
    Worldwide
    Flexible hours

    Jobot

    Wilmington, DE
    1 day ago
  • Investment Funds Associate Attorney (Multi Office)

    $300k

     ...ASSOCIATE ATTORNEY Investment Management & Funds Practice Group...  ...description. HYBRID Our client, a national AmLaw 200 firm...  ...investment funds across multiple asset classes Draft and...  ...placement memoranda, limited partnership agreements, operating agreements... 
    Partnership
    Asset
    Work at office

    Gables Search Group

    Wilmington, DE
    5 days ago
  • Senior Account Executive - Strategic Accounts
     ...nonprofit-focused managed services provider...  ...leader for a named portfolio of Tech Impact’s most...  ...you will do Build multi-threaded...  ...stakeholder maps, client-health views, and...  ...cybersecurity risk, asset lifecycle, data, automation...  .... Work in close partnership with the Junior AM... 
    Partnership
    Asset
    Full time
    Work at office
    Local area

    Tech Impact

    Wilmington, DE
    4 days ago
  • Asset Portfolio Manager — Global Procurement & Leasing
    Chemours is seeking an Associate Category Manager - Assets in Wilmington, Delaware. You will lead...  ...governance for our enterprise asset portfolio, including railcars, ISO tanks, mobile...  ...performance, and cross-functional partnership with Operations, Engineering, Finance,... 
    Partnership
    Asset

    Chemour

    Wilmington, DE
    5 days ago
  • Client Service Analyst
     ...Client Service Analyst Department: Client...  ...NASDAQ listed global wealth and investment...  ...endowments. The firm manages or advises on approximately...  ...in combined assets and has an...  ...firms only manage portfolios, we steward families...  ...capital. Our close partnership with clients means... 
    Partnership
    Asset
    Full time
    Work at office

    AlTi Tiedemann Global

    Wilmington, DE
    14 hours ago
  • Executive Director, Chase Auto Dealer Retail Marketing
     ...auto financing with over $85 billion in assets and partnerships with 75% of U.S. franchised automotive...  ...services including deposits, cash management, and payment processing. As the Executive...  ..., planning, and execution of dealer client-facing sales enablement, marketing content... 
    Partnership
    Asset

    JPMorgan Chase & Co.

    Wilmington, DE
    2 days ago
  • Senior Client Service Rep

    $153.7k - $256.1k

    Overview Partners with Wealth Advisors and other internal client team members to serve the unique...  ...joint primary contact to manage all aspects of the...  ...over $50 mm in investible assets. Maintain Wilmington Trust...  ...experience. Maintain strong partnerships with clients’ internal... 
    Partnership
    Asset
    Work experience placement
    Work at office
    Local area

    M&T Bank Corporation

    Wilmington, DE
    3 days ago
  • Commercial Relationship Manager

    $114.1k - $190.1k

     ...building, developing and managing new and existing client relationships with businesses...  ...complex activity and portfolio for commercial banking....  ...relationships network of strategic partnerships across the region....  ...and/or work with Special Assets Department to resolve... 
    Partnership
    Asset
    Full time
    Temporary work
    Work experience placement
    Work visa
    Flexible hours

    Fulton Bank

    Wilmington, DE
    2 days ago
  • US Experienced Financial Advisor

    $50k

     ...come first. With over 9 million clients and 20,000 financial advisors...  ...are at the center of our partnership. Edward Jones associates are...  ...Earn salary, commissions, new asset compensation No ceiling to...  ...to the effort you put in A multi-faceted compensation package... 
    Partnership
    Asset
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Wilmington, DE
    4 days ago
  • Senior Commercial Relationship Manager

    $143.1k - $238.5k

     ...building, developing and managing new and existing client relationships with businesses...  ...the profitability of the portfolio. Leverage knowledge of...  ...network of strategic partnerships across the region. Increase...  ...and/or work with Special Assets Department to resolve... 
    Partnership
    Asset
    Full time
    Temporary work
    Work experience placement
    Local area
    Work visa
    Flexible hours

    Fulton Bank

    Wilmington, DE
    4 days ago
  • Senior Software Licensing & Asset Manager
    A leading talent management firm is seeking an experienced Software License Manager Sr. to oversee the entire software asset lifecycle from purchase to end-of-life. The successful candidate will monitor compliance, manage vendor relationships, and negotiate software purchases... 
    Asset

    USM

    Wilmington, DE
    5 days ago
  • Finance Manager — Hybrid, Multi-Site Finance Partner
     ...in Kennett Square, PA seeks a Finance Manager to lead financial oversight for a multi-site food service operation within a...  ...partners with internal leadership and the client, blending FP&A, technical accounting, and strategic partnership. The ideal candidate has a public... 
    Partnership

    Compass Group USA

    Kennett Square, PA
    3 days ago
  • Executive Director, National Head of Sales, Rare Neurology

    $288.13k

     ...'s rare neurology portfolio, including gMG, NMOSD...  ...expectations in a multi-indication, multi-...  ...portfolio; manages the annual budget...  ...populations, including partnerships with diagnostic labs...  ..., and pipeline assets, including sizing/...  ...with Market Access, Trade, and Patient... 
    Partnership
    Asset
    Temporary work
    Night shift

    AstraZeneca GmbH

    Wilmington, DE
    2 days ago
  • Trading Lifecycle - Associate II
     ...on your journey as a Trade Lifecycle Manager II where you'll be instrumental...  ...cycle across all asset classes. Your...  ...movements in and out of client accounts. You will be...  ...colleagues i.e., portfolio transitions, system testing...  ...management and partnership with a large array of... 
    Partnership
    Asset
    Work at office

    JP Morgan Chase

    Newark, DE
    3 days ago
  • Retail Front End Supervisor - Full-Time
     ...leadership team, working closely with Store Management in the areas of Merchandising, Customer...  ...the value of building strong teams and partnerships to drive results, this is the right...  ...service at all timesReinforce our company Asset Protection strategies to eliminate shortageAssist... 
    Partnership
    Asset
    Full time
    Flexible hours
    Night shift

    Burlington Stores

    Wilmington, DE
    1 day ago
  • Retail Stocking Team Supervisor - Full-Time

    $17 - $19 per hour

     ...leadership team, working closely with Store Management while being the main leader and director...  ...the value of building strong teams and partnerships to drive results, this is the right...  ...at standard Reinforce our company Asset Protection strategies to eliminate shortage... 
    Partnership
    Asset
    Hourly pay
    Full time
    Flexible hours
    Night shift

    Burlington Stores

    Wilmington, DE
    3 days ago
  • Director of Knowledge & Innovation

    $297k

     ...consistent knowledge management and AI enablement across...  ..., keeping knowledge assets current, consistent, and...  ...across the team in partnership with Information Security...  ...service delivery and client service. Job Specifications...  ...across a matrixed, multi-office organization... 
    Partnership
    Asset
    Full time
    Work at office

    MWE

    Wilmington, DE
    4 days ago
  • Senior Specialty Wealth Asset Manager
    City National Bank seeks a Specialty Wealth Asset Officer Senior to provide asset and investment management for fiduciary Specialty Wealth assets, including real estate...  .... You will oversee operations, coordinate with clients and partners, and drive asset-level strategy... 
    Asset

    City National Bank

    Wilmington, DE
    1 day ago
  • Private Client Advisor

    $77.97k

     ...Washington Job Summary The Private Client Advisor's focus will be on our Mass...  ...relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence,...  ...more than $50,000 in investable assets and will specifically target and... 
    Partnership
    Asset
    Temporary work
    Bank staff
    Work at office
    Flexible hours
    Night shift

    Key Bank

    Newark, DE
    1 day ago
  • Fund Accounting Manager: Client Services Leader (Hybrid)
    CSC is seeking a Manager-Fund Accounting (Client Services) in Livingston, NJ, a hybrid role with three days on-site. You will manage multiple client relationships and lead a client service team to deliver fund administration services for private equity funds. Responsibilities... 

    CSC

    Wilmington, DE
    5 days ago
  • Fund Accounting Director - Hybrid Leader, Client Strategy
    CSC is seeking a Director of Fund Accounting to manage client relationships and oversee financial aspects of fund services while working...  ..., DE. The ideal candidate has over 10 years of experience in portfolio accounting, strong supervisory skills, and expertise in US GAAP... 

    CSC

    Wilmington, DE
    5 days ago
  • Multi-Media Account Executive - Delaware Today
     ...driver of this business is the Multi-Media Account Executive. From...  ...leads and uncovering a client’s goals to making solution-based...  ...marketing presentations and managing campaigns across a variety of...  ...strategic business and marketing partnerships in the community Manage... 
    Partnership
    Full time
    Work experience placement
    Work at office
    Local area

    MARTINELLI HOLDINGS LLC

    Wilmington, DE
    17 days ago
  • AE - Merchandising Team Leader (Assistant Manager)
     ...store safety standards, adhere to Asset Protection standards, follow AEO policies...  .... You have led teams in a retail management role previously. You can multi-task with strong attention to...  ...identity or expression, marital or partnership status, domestic violence or stalking... 
    Partnership
    Asset
    Full time
    Temporary work
    Casual work
    Seasonal work
    Local area
    Flexible hours

    American Eagle Outfitters

    Newark, DE
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Portfolio Manager: Multi-Asset Trading & Client Partnership. Be the first to apply!

Related searches