- Citigroup (Los Angeles, CA)
- …navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private ... Citi Global Wealth brings together the full power of Citi...business through making decisions that determine technical approaches and strategies for the area. **Responsibilities:** + **Responsibilities:** + Actively… more
- Grant Thornton (Philadelphia, PA)
- …practice. Our services include complex tax returns preparation, estate, and gift tax planning strategies for your high net worth, closely held business and ... As the Private Wealth Services Tax Managing Director , you'll...compliance expertise to clients; market, sell, design, and implement tax- planning strategies for clients and manage to… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through ... advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Director in Chase Wealth … more
- JPMorgan Chase (New York, NY)
- …Mortgage Product is responsible for comprehensive product management, including strategic planning , creation, design, launch, and lifecycle management of all US ... to ensure seamless product implementation, effective communication, and alignment of strategies . + Work closely with legal, risk, compliance, and controls teams… more
- KeyBank (New York, NY)
- …partners on all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service, ... greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. ... The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a...and ability to understand its applicability to risk management strategies including the scoping of risk evaluations, monitoring, and… more
- KeyBank (Chicago, IL)
- …experience * Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families * Excellent interpersonal and communications ... FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible...internal team and works closely with the Family Office Director to implement the client strategy * Is an… more
- JPMorgan Chase (New York, NY)
- …& Wealth Management, including competitive intelligence, market mapping, succession planning , and confidential project work. The ability to foster strong client ... experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in... Management, with positions ranging from Analyst to Executive Director . In addition to working on open roles, you… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through ... utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide… more
- Anywhere Real Estate (Memphis, TN)
- ** Director , Strategic Partnerships & Planning ** This role reports into an executive leader at Anywhere Integrated Services. Our team is focused on designing and ... develop a programmatic approach for ongoing partner success. * Company Financial Planning : Support the build of high-impact roadmap and viable joint venture… more