- Citigroup (New York, NY)
- …seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between the CIO ... central role in enabling platform-scale delivery of proposals directly from the home office to the field. By designing intelligent workflows, the Director will allow… more
- Grant Thornton (Philadelphia, PA)
- …required + Minimum ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting or a ... As the Private Wealth Services Tax Managing Director, you'll lead all...for your high net worth, closely held business and family business clients. You'll collaborate with other tax and… more
- US Bank (Cincinnati, OH)
- …is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all ... areas of Wealth Management. This position requires National Mortgage Licensing System...role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
- Charles Schwab (Westlake, TX)
- …and transform the finance industry together.** **We believe in the importance of in- office collaboration and fully intend for the selected candidate for this role to ... work onsite in one the specified locations.** Schwab's Wealth Management Products & Platforms team is seeking a...service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental,… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth … more
- CIBC (Atlanta, GA)
- …management efforts by delivering exceptional service to high net worth and family office clients. You'll respond to client inquiries, coordinate onboarding ... with regulatory and internal standards. You'll also support Relationship Managers and Family Office Executives by preparing materials, tracking client activity,… more
- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new… more
- US Bank (Minneapolis, MN)
- …and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared ... skills using a variety of software packages including Microsoft Office applications + Well-developed analytical skills + Pursuit of...our benefits are designed to help you and your family boost your health, protect your financial security and… more
- US Bank (Madison, WI)
- …service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank. Working ... problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts & ... The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates...Additionally, you will work directly with trust officers, clients, family offices, and external advisors to ensure the accuracy… more