Wealth Planning & Investment Analyst Nicolet National BankWealth Planning & Investment AnalystCincinnati, OHWork closely with Managing Director, Wealth Advisors, and Trust Administrative Officers to help maintain appropriate investment strategies and asset allocations for client portfolios based on individual client circumstances, objectives, and risk tolerance. The Wealth Planning & Investment Analyst is responsible for planning, and client service support to the Managing Director of Wealth Management in delivering comprehensive financial planning and investment strategies for ultra high net worth clients.
Manager, Investments Phillips Edison & CompanyManager, InvestmentsCincinnati, OhioPartner with other verticals at PECO, including Acquisitions, Transactions, Investment Management, Finance, Asset Management, Leasing, and Property Management – working with a “one team” mentality – to guide property acquisitions and associated financial models from initial analysis all the way to onboarding to PECO’s operating platform. The ideal candidate must be able to work in a fast-paced environment, handling and effectively delegating multiple responsibilities and requests, while distilling detailed financial data into meaningful information for investment decision-making.
Wealth Management-Investment Portfolio Manager U.S. BankWealth Management-Investment Portfolio ManagerCincinnati, Ohio$111,605–$131,300 / yearThe role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement: Investment Management – Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight. Preferred Skills/Experience - Thorough understanding of investment management- Strong knowledge of finance, economics, and general business- Effective sales and relationship management/client services skills- Ability to effectively present investment strategies to clients- Ability to make critical decisions independently- Excellent interpersonal and verbal and written communication skills.
Managing Director, Corporate Investment Bank - Metals, Materials, & Construction Group Fifth Third BankManaging Director, Corporate Investment Bank - Metals, Materials, & Construction GroupCincinnati, OH$250,000–$300,000 / yearSKILLS FOR SUCCESS: Successful candidates will demonstrate a higher degree of proficiency (typically from 8+ years of practical experience or advanced academic exposure) across the following areas: Client Advisory & Relationship Management- Ability to lead strategic conversations, build trust, and deliver tailored solutions that deepen client relationships. Provides support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client and working with the Capital Markets teams to provide those products and services to clients.
Hawthorn Regional Investment Director PNC BankHawthorn Regional Investment DirectorCincinnati, OhioPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Advisor III PNC BankInvestment Advisor IIICincinnati, OhioPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Data Analyst II Western & Southern Financial GroupInvestment Data Analyst IICINCINNATI, OhioFull timeRequires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions with the ability to conceptualize and use new methodologies.
Managing Director, Yellow Cardinal Investment Banking First Financial Bank NAManaging Director, Yellow Cardinal Investment BankingCincinnati, OHThe Managing Director, Yellow Cardinal Investment Banking will be responsible for sourcing new engagements and leading the execution of various projects. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentCincinnati, OHFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Wealth Management-Investment Portfolio Manager U.S. BancorpWealth Management-Investment Portfolio ManagerCincinnati, OH$111,605–$131,300 / yearTHREE KEY COMPONENTS OF THE ROLE: The role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement: Investment Management - Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction.
Corporate Banking Associate - Investment Real Estate First Commonwealth BankCorporate Banking Associate - Investment Real EstateMontgomery, OHResponsibilities include but are not limited to preparing and reviewing analysis packages for new Investment Real Estate loan opportunities for both existing and new clients, assist managing and administering a portfolio of existing Investment Real Estate client relationships, preparing and presenting modification requests, Annual Reviews of existing and new client relationships, detailed analysis of Investment Real Estate property types and market conditions and any other presentations related to new Investment Real Estate loan opportunities and existing portfolio management. The Corporate Banking Associate will work with an existing, highly successful Investment Real Estate Team responsible for new business development, relationship management of new and existing Investment Real Estate clients and portfolio administration.
Corporate Banking Associate - Investment Real Estate First Commonwealth Financial CorpCorporate Banking Associate - Investment Real EstateMontgomery, OHResponsibilities include but are not limited to preparing and reviewing analysis packages for new Investment Real Estate loan opportunities for both existing and new clients, assist managing and administering a portfolio of existing Investment Real Estate client relationships, preparing and presenting modification requests, Annual Reviews of existing and new client relationships, detailed analysis of Investment Real Estate property types and market conditions and any other presentations related to new Investment Real Estate loan opportunities and existing portfolio management. The Corporate Banking Associate will work with an existing, highly successful Investment Real Estate Team responsible for new business development, relationship management of new and existing Investment Real Estate clients and portfolio administration.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerCincinnati, OHKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Hawthorn Regional Investment Director The PNC Financial Services Group IncHawthorn Regional Investment DirectorCincinnati, OH$154,000–$286,000 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Advisor III The PNC Financial Services Group IncInvestment Advisor IIICincinnati, OH$112,000–$208,000 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Management Consultant II - Covington, KY FidelityInvestment Management Consultant II - Covington, KYCovington, KentuckyRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources.
Investment Operations Specialist/Banker/Teller Pyramid, IncInvestment Operations Specialist/Banker/TellerCincinnati, OH$21–$23 / hourFull timeOversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and within procedural guidelines relative to new, existing and closing accounts. Ensure account openings are processed timely and accurately based on client elections with critical documents being retained within systems of record, including initiation of fee billing for new accounts.
Wealth Management Investment Spec Assistant U.S. BankWealth Management Investment Spec AssistantCincinnati, Ohio$22.50–$30 / hourPreferred Skills/Experience- Advanced knowledge of departmental operations/policies and bank products/services- Effective interpersonal, verbal and written communication skills- Excellent customer service skills- Ability to identify and resolve exceptions and to interpret data- Ability to resolve complex problems with minimal guidance- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications- Experience with department-specific systems preferred. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Registered Investment Advisor WealthBridge Financial GroupRegistered Investment AdvisorCincinnati, OHJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
CB Portfolio Manager II - Investment Real Estate First Commonwealth BankCB Portfolio Manager II - Investment Real EstateCincinnati, OHAssists with the cultivation of new business opportunities from existing and potential corporate clients and assists Relationship Manager(s) help meet client needs and deepen relationships. Works closely with assigned Relationship Managers to manage a large and or complex portfolio of Corporate Banking clients.