Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. Summary. The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with f...
The Office Administrator plays an important role in ensuring day to day office operations run smoothly and is responsible for performing a variety of tasks to support daily office operations and other business activities. For the right person, there is significant potential for expansion in responsibilities over time, leading to more of an executive support role. What you'll be doing. Serve as primary backup to the Receptionist and front desk cov...
The Head of Fixed Income Services leads the effort to deliver fixed income solutions for institutional and private clients. This role focuses on relationship management including implementation of fixed income strategies and ongoing portfolio management. Duties include client contact, portfolio performance review, marketing presentations, and portfolio maintenance and restructuring. Responsible for driving new business growth for fixed income foc...
Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what's right, always. Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. This position has an investment focus and...
Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what's right, always. This position has an investment focus and...
