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With over $20 billion in assets under management, Spectrum manages portfolios of preferred and capital securities for an international universe of corporate, pension fund; insurance and endowment clients; open-end and closed-end mutual funds domiciled in the United States, Ireland and Japan, and separately managed account programs for high net worth individual investors sponsored by a variety of broker-dealers.
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Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment.
$159,570.19 - $265,950.31 a yearFull-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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About Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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Spectrum is directly owned by Principal Global Investors (doing business as Principal Asset Management) and is indirectly owned by Principal Financial Group. For Principal Asset Management positions, youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
$113,325 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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We are looking for a high caliber and dynamic National Account Manager to lead BlueTriton’s Costco East & BJ’s sales business within the Club Channel and report to the Director, Retail. Performance Tracking: Utilize management tools (IRI Unify, Trident, and Channel reporting) to analyze data on a variety of critical business drivers to improve results.
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Certified Anti-Money Laundering Specialist (CAMS), Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Regulatory Compliance Manager (CRCM), or Certified Fraud Examiner (CFE.
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As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.
$159,570.19 - $265,950.31 a yearFull-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvote
Assistant Vice President, Portfolio Administration, Client Service & Marketing - Spectrum Asset Mana
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We're looking for an AVP - Portfolio Administration, Client Service & Marketing to join our Spectrum Asset Management team. Additionally, you'll support senior management and sales teams with market and portfolio data, analytical materials, and due diligence requests.
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The X-Ray Technologist is responsible for producing high quality radiographs following AFC X-ray protocols, procedures and Department of Health regulatory compliance in an efficient and accurate manner.
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Clinton Investment Management is a rapidly growing investment management firm specializing in the professional management of municipal bond portfolios on behalf of high-net-worth, ultra-high-net-worth, and institutional investors.
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The Treasury Manager is responsible for owning the liquidity and collateral management function for Legal & General America and its associated legal entities. The Treasury Manager will manage a small team of analysts responsible for routine and ad-hoc analyses and management information.
$121,000 - $166,450 a yearExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The Portfolio Manager will assist the Chief Investment Officer in this newly created position and be the lead individual person responsible for the asset liability management of LGA’s life insurance and PRT Pension Risk Transfer businesses.
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The Senior Relationship Manager will be responsible for developing and broadening distribution partnerships with asset manager firms and leveraging their strategies and educational services across Morgan Stanley Wealth Management.
$100,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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This is where standout talent advances what’s possible in fund administration, corporate services, depositary services, transfer pricing, domiciliation, management company services, loan administration, agency services, trade settlement and CLO manager services.
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wealth management high net worth tax manager jobs Company: Jcw in Stamford, CT
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