- Sutherland Global Services (Providence, RI)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- 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
- Citizens (Johnston, RI)
- … Wealth offers innovative solutions crafted for the sophisticated needs of high - net - worth individuals, families and foundations and has cultivated ... Description Citizens Private Wealth headquartered in Westchester, New York, with 13...etc.). Colleague must be detail-oriented, process work with a high degree of accuracy while following established processes and… 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
- Bank of America (Providence, RI)
- … transfer + 7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business experience ... + Series 7, 63 and 65 (or Series 7 and 66) required; unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position **Desired Skills:** + MBA or Post-Graduate… more