Top 15 Investment manager Jobs in Santa Fe Nm

Private Client Portfolio Manager I
Enterprise Bank and Trust —Santa Fe, NM
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
- Paid time off
Quick Apply
12d
Capability-Based Investment Program Manager (Program Manager 4)
Los Alamos National Laboratory —Los Alamos, NM
- $141,500 - $238,300 a year
- Email
- 18 years or older
- Pass drug screening
- 11+ years
- Disability insurance
- Health insurance
Vice President / Regional Manager
Hutton Broadcasting —Santa Fe, NM
- Email
- Travel
- Recruiting
- Contracts
4d
Portfolio Integration Program Manager (Program Manager 4)
Los Alamos National Laboratory —Los Alamos, NM
- $141,500 - $238,300 a year
- Email
- 18 years or older
- Pass drug screening
- 11+ years
- Disability insurance
- Health insurance
8d
Sr Mgr, Financial Analysis (NMED #10103631)
State of New Mexico —Santa Fe, NM
- $46.33 - $74.12 an hour
- Full-time
- Office
- Finance
- 8 years
- Loan repayment program
12d
Private Client Portfolio Manager I
Enterprise Bank & Trust —Santa Fe, NM
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
- Paid time off
Joint Space Protection (JSP) Program Manager (Science/Engineering Program Manager 4/5)
Los Alamos National Laboratory —Los Alamos, NM
- $153,600 - $329,700 a year
- Email
- 18 years or older
- Pass drug screening
- System design
- Disability insurance
- Health insurance
1d
Financial Advisor/Wealth Manager
Professions Inc —Santa Fe, NM
- Mid-level
- Mentoring
- Teaching
Quick Apply
Nuclear Programs Capital Equipment Manager - Capital Equipment Portfolio Management (Manager of Projects 4)
Los Alamos National Laboratory —Los Alamos, NM
- $141,500 - $238,300 a year
- Email
- 18 years or older
- Pass drug screening
- Analysis skills
- Disability insurance
- Health insurance
9h
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Capability-Based Investment Program Manager (Program Manager 4)
Los Alamos National Laboratory —Los Alamos, NM
Stakeholder Engagement: Interface with LANL line management, mission organizations (particularly weapons program elements), facility operations, and support…
$141,500 - $238,300 a year
Portfolio Integration Program Manager (Program Manager 4)
Los Alamos National Laboratory —Los Alamos, NM
This position requires an accomplished leader who can manage complex multi-funding-source environments, develop sophisticated portfolio analysis methodologies,…
$141,500 - $238,300 a year
8d

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Apartment Maintenance Supervisor
Monarch Investment and Management Group —Columbus, OH
The Maintenance Supervisor is responsible for getting apartments ready in between residents, on-site maintenance calls, and preventative maintenance.
$28 - $32 an hour
Quick Apply
8d
Property Manager
5812 Investment Group —Columbus, OH
Must have reliable transportation as necessary to safely and effectively carry out the responsibilities listed above along with a valid driver’s license.
$55,000 - $65,000 a year
Quick Apply
12h

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investment manager jobs near santa fe nm

Private Client Portfolio Manager I

Enterprise Bank and Trust -
Santa Fe, NM

Quick Apply

Job Details

Full-time
12 days ago

Benefits

Paid time off
Volunteer time off

Qualifications

MLO License
Computer literacy

Full Job Description

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.

Together, there’s no stopping you!

Job Title:

Private Client Portfolio Manager I

Job Description:

Summary:

The Private Client Portfolio Manager serves as one of the bank’s more experienced front-line client service associates and is responsible for delivering a quality experience to our valued private banking and wealth clients/prospects. Key job functions include administrative requirements to open new accounts and utilize new bank services, participate in loan processes and support team with business development efforts.

Essential Duties and Responsibilities:

Support Private Banking Relationship Managers (PBRM) by opening new accounts for Private Banking clients. Complete “set-up” forms for new products and services sold. Have knowledge of bank products in order to make recommendations for products and services the clients and prospects may utilize.
Identify cross-sell and new deposit opportunities
Ability to understand and interpret various legal documents, such as, court orders, letters of testamentary, trust documents, durable power of attorney, bank disclosures, new accounts agreements, etc.
Input loan applications and required financial data for loan requests into bank’s loan system. Work with PBRM and client to assemble and coordinate financial information required and deliver to credit department for analysis. Download loan documents, review for accuracy and coordinate with PBRM. Manages loan closing and funding.
Provide client service via telephone, email and in person requests. Research and resolve client issues, acting as the client liaison with other bank departments. Follow up with clients to assure resolution. Develop and maintain long-term relationships with clients. Provide back up to PBRM when needed.
Participate as a private banking team member to accomplish private banking goals and objectives. Support PBRM with their marketing plans and objectives. Assist PBRM in efforts to mine commercial portfolios for prospect and cross sell opportunities.
Assist Private Banking with Salesforce reporting, pipeline management and meeting agendas.
Participate in offered training classes to maintain and acquire additional job knowledge and skills.
Comply with all department and company policies, procedures and banking regulations.
Perform other duties as assigned.

Qualifications:

Excellent interpersonal, client service, and sales skills.
Excellent written and verbal communication skills.
Professional appearance and demeanor, including excellent phone etiquette.
Strong work ethic with the ability to analyze and rationalize decisions.
Team-oriented, possess a positive attitude and work well with others.
This position requires a person who is capable of relating to individuals of various backgrounds and social standing. Situations that present themselves may require sensitivity to both client and bank needs and goodwill.
Represent the bank in a manner that maintains the highest level of confidentiality.
Strong organizational skills, detail-oriented with the ability to establish priorities and to handle transactions with a high degree of accuracy and timeliness. Must be able to multi-task and work independently.
Familiar with a variety of account ownerships, both personal and business to effectively assist clients’ needs in opening accounts and obtain required documentation.

Supervisory Responsibilities:

None

Education and/or Experience:

Bachelor’s degree from a four year college or university; or three years related experience and/or training; or a combination of education and experience.

Computer and Software Skills:

Skilled in operation of a personal computer, including intermediate Microsoft Word, Excel, PowerPoint
Google Mail
Knowledge of IBS, Image Now, Salesforce, FIS, and Finzly WIr

Certificates, Licenses and Registrations:

National Mortgage Licensing System (NMLS) registration under the terms of all appropriate regulations.
Notary

Equal Opportunity Statement:

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at [email protected].

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.

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Refine Your Search

investment manager jobs in santa fe nm

Private Client Portfolio Manager I

Capability-Based Investment Program Manager (Program Manager 4)

Vice President / Regional Manager

Portfolio Integration Program Manager (Program Manager 4)

Sr Mgr, Financial Analysis (NMED #10103631)

Private Client Portfolio Manager I

Joint Space Protection (JSP) Program Manager (Science/Engineering Program Manager 4/5)

Financial Advisor/Wealth Manager

Nuclear Programs Capital Equipment Manager - Capital Equipment Portfolio Management (Manager of Projects 4)

Relationship Manager – Private Wealth & Tax Solutions

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