Trust Officer First National Bank of OmahaTrust OfficerKansas City, MissouriAccountable for risk management of assigned accounts in adherence to all applicable regulations, as well as all applicable state laws to ensure FNBO is meeting all fiduciary duties to current and remainder beneficiaries in relation to all facets of administration, investments and asset allocations including managing regulatory risk and addressing the needs of the assigned accounts, in coordination with Advisor RMs where applicable. Demonstrate sound decision-making skills, including balancing business risk to FNBO with client interests, including all exercise of discretion in fiduciary accounts such as approval of disbursements of fiduciary funds according to conditions of the trust and needs of the beneficiaries, resolve client issues and collaborate with clients to articulate and achieve goals, in collaboration with Advisor RMs where applicable.
Investment Intern 2027 Missouri LAGERSInvestment Intern 2027Jefferson City, MissouriPublic pension funds, like Missouri LAGERS, are among some of the largest institutional investors in the world, managing billions of dollars to ensure the financial security of hardworking public employees. The LAGERS paid investment internship program provides the experience to understand asset allocation, investment strategy, market analysis, and many other components of managing an $11 billion, multi-asset portfolio.
Managing Director, Valuations Armanino McKenna Certified Public Accountants & ConsultantsManaging Director, ValuationsSaint Louis, MO$207,900–$283,200 / yearThis Managing Director role is responsible for expanding Armanino's Valuation and Financial Modeling practice by driving business development, leading complex client engagements, developing talent, and partnering across advisory practices to deliver integrated solutions. The ideal candidate is a proven valuation leader with a strong commercial orientation, deep technical expertise, an established professional network, and a track record of building teams, developing people, and expanding client relationships in a consulting environment.
Platform Strategy Specialist StifelPlatform Strategy SpecialistSaint Louis, MissouriFull timeWhat You'll Be Doing: The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel’s Investment Products and Services platform. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorSaint Louis, MOThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Advisory | Accounting | Audit | Tax | Payroll Itc WorldwideAdvisory | Accounting | Audit | Tax | PayrollMissouriUnderstand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues. ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally.
VP, Commercial Real Estate Relationship Manager NASB Financial IncVP, Commercial Real Estate Relationship ManagerKansas City, MOAt North American Savings Bank (NASB), we pride ourselves on delivering top-notch customer service and financial solutions to support our customers achieve their dreams, whether it's buying their first home or planning for retirement. This role includes assisting the lending staff with credit structure and financial analysis, prescreening loan requests and working with the staff on prospecting and customer calls.
NewAssociate Product Manager - Wealth Management Advice and Solutions Edward D Jones & Co LPAssociate Product Manager - Wealth Management Advice and SolutionsSaint Louis, MOTeam Overview: The Managed Investments team is seeking an Associate Product Manager to partner with product leaders, business stakeholders, and external partners to support the development, management, and execution of product strategies that help financial advisors deliver exceptional client outcomes. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Senior Director, Core Trust Segment Edward D Jones & Co LPSenior Director, Core Trust SegmentSt. Louis, MOThe role also ensures management reporting and governance routines provide timely visibility into segment growth, trust performance, control effectiveness, fiduciary issues, service quality, and business results, enabling informed decision-making and continuous improvement across the Trust Company. The role establishes annual priorities and operating objectives for key client segments, including the Core and High Net Worth businesses, while identifying opportunities to develop and scale future segment offerings that align with the Trust Company's strategic direction.
Associate Overlay Portfolio Manager Edward D Jones & Co LPAssociate Overlay Portfolio ManagerSaint Louis, MOThe Associate Overlay Portfolio Manager will also work with the other members of the overlay portfolio management team to refine, develop, and assist in the daily implementation of overlay portfolio management processes including tax loss harvesting, equitization, and multi-year tax managed transitions. Applying seasoned judgment to orchestrate tailored outcomes from a complex web of client and model provider inputs, helps clients achieve goals and financial wellness, drives advisor efficiency, and makes a client and advisor's relationship with Edward Jones irreplaceable.
Senior Director, HNW Trust Segment Edward D Jones & Co LPSenior Director, HNW Trust SegmentSt. Louis, MOThe role also ensures management reporting and governance routines provide timely visibility into segment growth, trust performance, control effectiveness, fiduciary issues, service quality, and business results, enabling informed decision-making and continuous improvement across the Trust Company. The role establishes annual priorities and operating objectives for key client segments, including the Core and High Net Worth businesses, while identifying opportunities to develop and scale future segment offerings that align with the Trust Company's strategic direction.
Investment Sales Director - Healthcare Marsh & McLennan Companies IncInvestment Sales Director - HealthcareSt. Louis, MO$119,000–$237,500 / yearWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand Mercer's client base in not-for-profit healthcare.
Investment Intern Shelter Mutual Insurance CompanyInvestment InternColumbia, MOShelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands. What You Will Be Doing: Work across multiple asset classes, including fixed income, alternatives and public equity, to support all Investment department functions.