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Extensive experience (5+ years) in trust administration, estate planning, or wealth management preferably within a trust company or financial institution. Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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Asset Management: Partner with Portfolio Managers to develop and implement investment strategies for trust assets in alignment with clients' risk tolerance, investment objectives and applicable legal requirements.
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The Manager, Portfolio Management will manage client relationships for a portfolio of loans and will collect and review financial reporting and compliance, conduct risk management, perform financial and organizational assessments, follow industry trends and risks, and respond to client needs such as requests for modifications or extensions.
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The Full Stack Engineer will support the Portfolio Management IT product team to understand functional requirements and responsible for end-to-end support, solution design, development & deployment of Clarity tool.
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Eaton’s IT team is currently seeking a IT Portfolio Management Full Stack Engineer Specialist to join team. Primary responsibilities include facilitating project technical leadership activities across multiple business organizations spanning sectors that are highly complex in nature, performing design of security and architectural models for complex projects in Portfolio Management space, working on the support tickets and providing proactive direction ensuring a stable and scalable solution.
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Minimum 7 years of experience in design, development, implementation and administration of Clarity PPM (a Broadcom product) The scope of services will include translating business requirements to functional and technical specs, development, configuration and customization of Clarity PPM product including workflows, portlets and reports.
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Experience with modern software development principles including code management, test automation, APIs, microservices, and cloud services. Work across a collaborative regional team with strong personal management skills in a highly matrixed and virtual environment.
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Resolve incidents and fulfill requests using incident and request management processes under general guidance. Experience with NSQL, Gel Script, XOG, API, JRXML, Linux commands and associated tools (Jaspersoft Studio, Postman, SQL Developer etc.
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Experience with DevSecOps, CI, and CD principles from code check-in through to deployment. Full stack engineers are familiar with the software development life cycle (SDLC) from preliminary system analysis to tests and deployment.
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Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC) or Series 65 (S65) would be considered.
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Do you have a strong wealth management and investment advisory knowledge base that will allow you to explain simple and complex financial solutions to a client? Do you have a passion for wealth management and impacting the financial lives of your client.
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Seven or more years of financial services credit review/credit risk management experience through: past work in credit/loan review, credit risk management, internal audit credit risk coverage, commercial loan underwriting departments at large banking institutions; regulatory agency credit review/credit risk experience; or credit review/credit risk experience at a large consulting firm.
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You'll have a dedicated appointment scheduler, a comprehensive product portfolio, and a full back-office support team. Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales.
$100,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Department overview:Aon Crisis Management delivers a unique broking proposition, bringing consistent and total risk management, on a global basis, to the perils of political risk, terrorism, political violence and product recall & contamination.
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Unleash Your Potential as a Financial Advisor: Join Our Elite Team Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? The Opportunity (Must live in the State you are Applying for) As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other.
$100,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated Today
wealth management financial portfolio product specialist jobs Title: specialist
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