- KeyBank (Elkhart, IN)
- …as financial planning expert for Key Private Bank ultra-high net worth clients with Key's Family Wealth Office and Core Private Bank business. + Lead ... deliver the Key Planning experience to prospects, clients, COIs, etc. within Key's Family Wealth Office and Core Private Bank business. + Provide in-market… more
- Zions Bancorporation (Salt Lake City, UT)
- …ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and ... the talent; we bring the opportunity. We are seeking an experienced and highly motivated ** Wealth Strategist** to join our team and help with our Family … more
- KeyBank (New York, NY)
- …net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team ... role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated...services and ensures the client receives an industry leading family office experience. While serving UHNW clients,… more
- Citigroup (New York, NY)
- …and families, including entrepreneurs and business owners, single-and multi- family offices, senior corporate executives, next generation/inherited wealth ... - CIO will report directly into the COO for Wealth and Matrix report into the CIO for ...degree or equivalent experience + Master's degree preferred **Job Family Group:** Business Strategy, Management & Administration **Job … more
- KeyBank (Chicago, IL)
- …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue ... gen * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for...Leads the internal team and works closely with the Family Office Director to implement the client… more
- Citigroup (Miami, FL)
- …wealth platform that serves clients across the wealth continuum. Wealth serves ultra-high-net-worth individuals and family offices through Citi Private ... Be exposed to different areas within Wealth , including Banking, Investments, Lending, Wealth Planning, Chief Operating Office and Chief Investment Office … more
- Citigroup (Ridgewood, NJ)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Private Bank, operates in the...segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global … more
- Citigroup (San Francisco, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Private Bank, operates in the...segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global … more
- M&T Bank (Wilmington, DE)
- …products (deposits, customized lending and SBLs) + Experience with Private Banking, Family Office , Trust and Estate services **Tech expertise:** + Experience ... as the leader of the agile cross-functional technology team in M&T Wilmington Trust's Wealth line of business. Reporting directly to the Divisional CIO for Wealth… more
- First National Bank of Omaha (Fort Collins, CO)
- …success.** **Summary of the Job:** We are seeking a dynamic and experienced Vice President, Wealth Risk & Operations to lead Risk and Operations for our Wealth ... Division. The ideal candidate will bring proven experience in Wealth risk and compliance, deep knowledge of the regulatory landscape, operational best practices and… more