- Citizens (Johnston, RI)
- …risk and compliance programs for dual-registered Broker-Dealer/Registered Investment Advisor, and RIA serving ultra- high net worth clients, 12 CFR 9 Trust ... Banking Risk Management has an immediate opening for Senior Risk Director, Wealth Management. The Senior Risk Director will develop, manage, and mitigate various… more
- Bank of America (Providence, RI)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Cherry Bekaert (West Warwick, RI)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and succession, planning… more
- Providence College (Providence, RI)
- …of hedge funds, venture capital, and private equity for the purpose of determining net worth . + Assist the director in developing plans and strategies for ... efficiently analyze complex financial disclosure documents, real estate, and other wealth indicators for the purpose of determining accurate capacity ratings.… more