2 financial relationship banker jobs found in Westfield Center, OH

About Westfield Country Club   Westfield Country Club (WCC) is more than a private club — it’s a central part of Westfield’s hospitality experience and a place where business, community, and recreation have come together since 1937. In addition to serving private members, the club plays a key role in supporting Westfield’s relationships by hosting employees, agency partners, and business guests throughout the year. Backed by the strength and stability of Westfield, a leading U.S.-based property and casualty insurance company founded in 1848, our hospitality operations benefit from a unique business model. This role offers the rare combination of corporate-supported infrastructure and competitive benefits—including health insurance, paid time off, retirement contributions, and professional development—within a dynamic, service-oriented environment. With the launch of our new clubhouse in June 2026, we're creating an exciting environment where employees can make a meaningful...

Job Summary The Investment Analyst, under moderate supervision, provides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios of all Westfield affiliated companies by performing economic, sector and sub-asset class allocation, recommending specific securities, executing trades, and performing ongoing monitoring of securities and portfolios. This role is not eligible for visa sponsorship.   Job Responsibilities Provides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios by performing economic, sector, sub-asset class and individual security or fund research, recommending specific securities, mutual funds, ETFs, limited partnership deals, or direct coinvestment deals, executing trades or agreements, and performing ongoing monitoring of all portfolio investments. Works to define the optimal sub-asset class allocation for each portfolio.   Responsible for full...