Wealth Portfolio Trader: Client Accounts & Strategy
mtb
M&T Bank is seeking a Client Portfolio Manager to oversee Desktop Managed Equity accounts and coordinate with Investment Advisors to implement trades in line with client objectives and tax constraints. You will monitor tracking error, maintain strong communication with Advisors, and ensure compliance with risk and regulatory standards. A bachelor's degree with investment experience is expected, along with proficiency in trading platforms and MS Office. #J-18808-Ljbffr mtb
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Portfolio Trader: Client Accounts & Strategy in Wilmington, DE vacancy
- Overview Provides portfolio management (trading) services... ...a large number of accounts (estimated at 300 Investment... ...Trust Equity strategy, and implementing trades... ...best thinking with the clients needs. The Client Portfolio... ...services with the wealth management and institutional...AccountsWork experience placementInternshipWork at officeLocal area
- Overview:Provides portfolio management (trading) services across a large number of accounts (estimated at 300 Investment Policy’s and... ...Wilmington Trust Equity strategy, and implementing trades in a... ...firm’s best thinking with the clients needs. The Client Portfolio Manager...AccountsFull timeWork experience placementInternshipWork at office
- 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...Accounts
- M&T Bank Corporation in Wilmington, DE seeks a Client Portfolio Manager to oversee Desktop Managed Equity accounts, coordinating with Investment Advisors on tax budgets and target equity strategies, and to implement trades throughout the year. You will monitor portfolio...Accounts
- The Portfolio Management Group (PMG) is the implementation... ...the investment strategy and portfolio construction... ...and manages risk in accounts across our investment... ...following:· Monitoring client activity such as: new... ...industry with Private Wealth Management experience...AccountsWork experience placementShift work
$100k - $239.2k
...company’s success. As a Premier Client Regional Sales Manager within PNC's Wealth Management organization, you will... ...goals. Oversees the execution of strategy.Leads and coordinates the daily activities... ...and oversees the execution of account and sales plans.Manages risk/...AccountsFull timeTemporary workPart timeWork experience placementWork at office$150k - $350k
...independence to manage your client relationships and... ...separate accounts for decades using a concentrated... ...intensive large cap value strategy that is GIPS compliant... ...now building out a wealth management division that... ...planning, advice, and portfolio construction. Deliver...AccountsFull timeLive inWork at officeLocal areaRelocationRelocation packageFlexible hours- ...to work closely with portfolio managers, and the ability... ...an operational and account management standpoint.... ...communication skills, and client service are essential... ...IMPACT Consumer and Wealth Management (CWM) Across... ...deliver customized strategies drawn from our deep investment...AccountsFull timeTemporary workPart timeWork at office
$77.3k - $128.9k
Overview:Supports Wealth Advisory Services integrated delivery of products... ...with the financial goals of clients and IST recommendations.... ...and providing support.Prepare portfolio recommendation letters for advisory and co-trustee accounts, AO coordination's or best fit...AccountsFull timeWork at office- ...Bank Corporation in Wilmington, Delaware seeks a trusted administrator for Global Capital Markets trust and related accounts. The role handles routine client administration, processes transactions, and serves as the primary contact for daily client inquiries and requests....Accounts
$92.11k - $156.88k
...services for Specialty Wealth Assets (real estate,... ...interests), held in fiduciary accounts on the Wealth... ...communication with colleagues, clients, tenants, managers/... ...the assets in their portfolio. Partners with client... ...approvals) implements strategies for the Specialty...AccountsRemote work- ...Inc. in Wilmington, DE seeks a Fiduciary Advisor to support fiduciary decisions, administer accounts, and grow fiduciary assets. Based in-office, you will communicate with clients, prepare analyses, and deliver fiduciary services with risk management in mind. Ideal...AccountsWork at office
- ...to work closely with portfolio managers, and the ability... ...an operational and account management standpoint.... ...communication skills, and client service are essential... ...IMPACT Consumer and Wealth Management (CWM) Across... ...deliver customized strategies drawn from our deep investment...AccountsFull timeTemporary workPart timeWork at office
- ...Assist in creating and defining contract strategies that include financial analytics and platforms for Brands within the AZ product portfolio for key Market Access customers and... ...activities and partner with Customer Facing account roles, including National & Regional, Provider...AccountsFull timeContract workShift work
- ...Client Partner Location: Onsite, Lancaster Pike, Wilmington,... ...solutions with experience in IT strategy, application/service delivery... .... Develop and execute account strategies aligned with client... ...leads and follow up. Managed portfolios and customer relationships...Accounts
- Driving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data strategy and solutions.As a Client and Account Data Product Manager in JP Morgan’s Wealth Management, you will be instrumental in advancing the strategic...Accounts
$109.2k - $135.5k
...Growth and delivering for our clients, teammates, communities and... ...positioning across the GPS client portfolio.As part of Bank of America's... ...develops innovative payment strategies and working capital solutions... ..., Shared Services, Accounts Payable, and Travel functions...AccountsFull timeContract workWork at officeFlexible hoursDay shift$91k - $160k
...opportunity to contribute to the company’s success. As a Portfolio Analytics & Strategy Specialist within PNC's Data, Modeling, and Analytical organization... .../prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/...AccountsFull timeTemporary workPart timeWork experience placementWork at office- ...Assistant Manager - Private Client Primary responsibilities to include... ...both directed and delegated accounts as well as US domestic and... ..., estate planning, or wealth management. In-depth knowledge... ...Experience managing a diverse portfolio of trust accounts. Ability to...Accounts
- Market Access Associate Director, Contract Strategy- Respiratory Portfolio Join to apply for the Market Access Associate Director, Contract Strategy... ...for launch and in‑line products, collaborate with account teams on customer initiatives, build negotiation strategies...AccountsFull timeContract workShift work
- Client Service Analyst Department: Client Operations Employment... ...”) is a NASDAQ listed global wealth and investment advisory firm... ...While some firms only manage portfolios, we steward families, fiduciaries... ...with new and existing client accounts and provide ongoing client...AccountsFull timeWork at office
$91k - $202.8k
...opportunity to contribute to the company’s success. As a Portfolio Analytics & Strategy Specialist within PNC's Retail Data Solutions & Delivery... ...medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/...AccountsFull timeTemporary workPart timeWork experience placementWork at office$28.6 - $47.66 per hour
...net-worth private and institutional clients. Supports senior account relationship managers. May serve as... ...Manage daily implementation of client strategies as required. Foster client... ...traditional banking services with the wealth management and institutional capabilities...AccountsHourly payWork experience placementLocal areaImmediate start- ...I in Wilmington to professionally administer fiduciary accounts and provide expert support across trust-related services. The role collaborates with relationship managers and portfolio managers to address client needs and ensure fiduciary compliance. Ideal candidates...Accounts
- ...Trust Corp is seeking a Sr. Relationship Advisor in Wilmington, DE. The role focuses on managing wealth management accounts, providing fiduciary advice, and developing client relationships. The ideal candidate will have extensive experience in trust and estate...AccountsFull time
- ...in the Small Business Card Acquisitions Risk Strategy to shape risk appetite and lending policy for a leading card portfolio. You will partner with product, finance, and... ...approval to line assignment across millions of accounts, develop underwriting policies, and lead a...Accounts
$68.4k - $114k
...the trading desk and less experienced traders. Provide Portfolio Managers and other Investment... ...Managers with portfolio construction and client presentations. Understand and adhere... ...Financial Analyst), or CPA (Certified Public Accountant) Minimum of 3 years’ fixed income...Work experience placement- ...Wilmington, DE seeks a Trust Officer I to professionally administer fiduciary accounts and provide expert fiduciary guidance. You will work with relationship managers and portfolio managers to address client needs, focusing on legality, tax and estate planning aspects while...Accounts
$68.4k - $114k
Overview: The Fixed Income Trader I supports the execution and management... ...closely with senior traders, portfolio managers, analysts, and... ...appropriately. Support client presentations, investment committee... ...), or CPA (Certified Public Accountant) M&T Bank is committed to...Work experience placementInternship- DLA Piper is seeking a Client Accounts Project Manager who supports partners and client teams in financial management, billing, collections, and reporting across complex client portfolios. This role acts as a trusted liaison among partners, clients, and internal client...Accounts
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Portfolio Trader: Client Accounts & Strategy. Be the first to apply!
