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Jobs at Greenleaf Trust in Champaign, Illinois
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Family Office Wealth Advisor - Grand Rapids
Admin/Clerical · Greenleaf Trust · Grand Rapids, MIWhat's This Job All About? Responsible for continual communication with and relationship development of Family Office clients, prospects, and COIs. In coordination with Family Office team members, responsible for developing investment policy st...3 days ago on ApplicantPro, TalentPlusHireTools- XTools
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Wealth Management Associate
Management & Exec · Greenleaf Trust · Kalamazoo, MIWhat's This Job All About? The Wealth Management Associate p rovides day to day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing a...Over 4 weeks ago on ApplicantListTools- XTools
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Associate Manager Selection Analyst
Accounting/Finance · Greenleaf Trust · Kalamazoo, MISupport research, analysis, selection and monitoring of third-party investment managers. The Associate role will support work efforts of more senior team members and work with other members of the research team to provide robust manager diligence,...Over 4 weeks ago on ApplicantListTools- XTools
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Family Office Portfolio Manager - Grand Rapids
Admin/Clerical · Greenleaf Trust · Grand Rapids, MIWhat's This Job All About? In coordination with Family Office team members, responsible for developing investment policy statements, family wealth blueprints, determining asset allocation, coordinating investment selection and implementation, a...Over 4 weeks ago on ApplicantListTools- XTools
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Relationship Service Associate - Retirement Plan Division
Jobs · Greenleaf Trust · Kalamazoo, MIThe Relationship Service Associate serves as an assistant for various clients serviced by the Director of the Retirement Plan Division and Relationship Managers. Responsible for administrative support and coordinating the efforts and workflow of t...Over 4 weeks ago on ApplicantListTools- XTools
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Trust Relationship Associate - Kalamazoo
Jobs · Greenleaf Trust · Kalamazoo, MIWhat's This Job All About? The Trust Relationship Associate will assist with the administration of client relationships, performing various activities relative to Greenleaf Trust's role as trustee, agent and/or custodian and coordinate the effo...Over 4 weeks ago on ApplicantListTools- XTools
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