- Consult with individual and institutional clients to develop investment objectives and constraints establish appropriate asset allocation implement strategy and review performance
- Collaborate with wealth advisory team on trust estate financial planning matters to maintain strong client relationships and ensure client satisfaction
- Develop target portfolios based on the client investment management agreement along with the client meeting notes ensuring target objectives are met thanks to appropriate asset allocation
- Effectively present investment strategies to clients maintaining a holistic approach to planning providing current vs future state of assets investments
- Implement investment process analytical framework that aligns with the firm's investment strategy work with Trader in executing trades/li>Set
-
The work we do matters · Hiring Agency: · Health & Human Services - Agency 25 · Location: · Lincoln, NE · Hiring Rate: · $ · Job Posting: · JR Grants Portfolio Manager (Open) · Applications No Longer Accepted On (If no date is displayed, job is posted as open until closed) ...
Lincoln, NE2 weeks ago
-
The work we do matters. DHHS Office of Procurement and Grants is looking for our next Grants Portfolio Manager to maximize resources, implement effective strategies and ensure successful completion of grants making a difference in the community served. · Here at DHHS you have the ...
Lincoln, NE1 month ago
-
Take charge of maximizing resources, implementing effective strategies, and ensuring successful completion of grants - all while making a difference in the community we serve. · We offer a comprehensive package of pay, benefits , paid time off, · retirement and professional devel ...
Lincoln1 month ago
-
The work we do matters · Hiring Agency · Health & Human Services - Agency 25 · Location: · Lincoln, NE · Hiring Rate · $26.138 · Job Posting · JR Grants Portfolio Manager (Open) · Applications No Longer Accepted On (If no date is displayed, job is posted as open until closed): · ...
Lincoln2 weeks ago
-
Simplestate Property Management is seeking a career-minded, highly experienced Senior Property Manager to oversee our growing portfolio across Lincoln, Waverly and Grand Island, Nebraska. · Simplestate is a locally owned company managing approximately 565 units with continued gro ...
Lincoln, NE $85,000 - $150,000 (USD) per year2 weeks ago
-
Nelnet is a diversified and innovative company committed to enriching lives through the power of service as a student loan servicer, professional services company, consumer loan originator and servicer, payments processor, renewable energy solutions, and K-12 and higher education ...
Lincoln, NE1 week ago
-
Five Nines is seeking an experienced senior account manager to drive growth within an assigned portfolio of existing clients across key industries in the United States, including banking and healthcare organizations. · ...
Lincoln, NE2 weeks ago
-
A unique opportunity combining both fundamental financial analysis and field sales force facing communication and presentation skills. · ...
Lincoln, NE1 month ago
-
The Commercial Loan Officer is responsible for developing and managing a portfolio of commercial banking relationships. · ...
Lincoln, NE1 month ago
-
Serve as a senior-level investment leader to grow relationships and resources that enable the University of Nebraska to change lives and save lives. · ...
Lincoln, NE3 weeks ago
-
Outside Sales Representative · About the Role: · We are looking for an Account Manager (Outside Sales Representative) to join our team in Pennsylvania. · You will be responsible for selling benefits, retirement, and other insurance products and services within the Private Sector ...
Lancaster $45,000 - $95,000 (USD) per year2 days ago
-
Nelnet is a diversified and innovative company committed to enriching lives through the power of service as a student loan servicer, professional services company, consumer loan originator and servicer, payments processor, renewable energy solutions, · and K-12 and higher educati ...
Lincoln, NE3 weeks ago
-
Nelnet is a diversified and innovative company committed to enriching lives through the power of service as a student loan servicer, professional services company, consumer loan originator and servicer, payments processor, renewable energy solutions, and K-12 and higher education ...
Lincoln, NE2 weeks ago
-
· Job Title: Branch Manager - Student Lettings · Company Overview: · Clearview Recruitment are delighted to be working with a rapidly growing, nationwide student lettings business with a strong presence in key university cities, including this role being based in Lincoln. Our cl ...
Lincoln11 hours ago
-
About the company: · Securitas Healthcare, part of Securitas, empowers caregivers to deliver connected, productive and safe care. Its innovative portfolio of healthcare solutions helps over 15,000 hospitals, clinics and senior living organizations worldwide protect people, use as ...
Lincoln $40,000 - $60,000 (USD) per year1 week ago
-
About Renaissance Financial · Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Lincoln, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financia ...
Lincoln, Nebraska, , United States11 hours ago
-
The Senior Residential Lending QC Specialist manages and executes all the quality control programs for secondary mortgage origination, · servicing and portfolio origination. · ...
Lincoln, NE1 month ago
-
As the primary Product Manager for our Autoload team, you will own and drive the strategy, execution, and evolution of features that enable our platform to support new and existing data formats—ensuring seamless, reliable data ingestion and integration for our users. · ...
Lincoln2 weeks ago
-
We need the best people to help us deliver on that mission. · ...
Lincoln, NE1 month ago
-
Why join Stryker? · Looking for a place that values your unique talents? Discover Stryker's award-winning culture. · We are proud to offer you our total rewards package which includes bonuses, healthcare, insurance benefits, retirement programs, wellness programs, as well as serv ...
Lincoln, NE2 weeks ago
-
Description · Does the opportunity to devote your talents to a cause much greater than yourself excite you? Are you a donor-centric fundraiser who thrives at the intersection of purpose and performance? Do you believe in the power of experiences that inspire people to create a be ...
N th Street Lincoln, Nebraska, United States $500,000 - $1,000,000 (USD) per year11 hours ago
Senior Portfolio Manager - Lancaster - RKL
Description
Senior Portfolio Manager
The Senior Portfolio Manager is responsible for managing the firm's investment strategy to better service clients while ensuring alignment with internal stakeholders. Overseeing client portfolios and assets under management they participate in client meetings to ensure objectives are being met and maintained. They have an active role in internal and external compliance with applicable policies and regulations.
Responsibilities
-
Grants Portfolio Manager
Only for registered members Lincoln, NE
-
Grants Portfolio Manager
Only for registered members Lincoln, NE
-
Grants Portfolio Manager
Only for registered members Lincoln
-
Grants Portfolio Manager
Only for registered members Lincoln
-
Senior Property Manager
Only for registered members Lincoln, NE
-
Senior Portfolio Strategy
Only for registered members Lincoln, NE
-
Senior Account Manager
Only for registered members Lincoln, NE
-
Investment Analyst
Only for registered members Lincoln, NE
-
Commercial Loan Officer
Only for registered members Lincoln, NE
-
Senior Director of Investments
Only for registered members Lincoln, NE
-
Outside Sales Representative
American Fidelity- Lancaster
-
Director of Portfolio Performance
Only for registered members Lincoln, NE
-
NDS Contact Center Director
Only for registered members Lincoln, NE
-
Branch Manager
Only for registered members Lincoln
-
Account Manager
Securitas Technology- Lincoln
-
Advisor Administrative Assistant
Only for registered members Lincoln, Nebraska, , United States
-
Senior Residential Lending QC Specialist
Only for registered members Lincoln, NE
-
Product Manager
Only for registered members Lincoln
-
Client Success Specialist
Only for registered members Lincoln, NE
-
Arterial Account Manager
Only for registered members Lincoln, NE
-
Major Gifts Officer
Only for registered members N th Street Lincoln, Nebraska, United States