- Commerce Bank (Kansas City, MO)
- …Assist leadership to ensure complex reconciliations are completed accurately and timely to support high net worth clients across multiple business lines and ... coordinate and provide processing of backup during periods of high volume and staff absences for various functions of...Coordinate and provide processing of backup during periods of high volume and staff absences for various functions of… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …Advisors. + Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. + ... effectively, both orally and in writing. + Provide a high level of service. + Establish and maintain effective...effectively, both orally and in writing. + Provide a high level of service. + Establish and maintain effective… more
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... underwriting staff in the zone. What you'll need to succeedLeadership Skills: + High level of personal integrity. + Analytical, proactive, and communicative. + … more
- MD Anderson Cancer Center (Houston, TX)
- …new donor opportunities and plan/execute on deeply meaningful cultivation strategies for high net - worth constituents and stakeholders (new and established) ... of individual philanthropy and the philanthropic process. Ability to maintain a high level of consistent productivity. Track record of expanding donor participation… more
- Kestra Financial (Maple Grove, MN)
- …understanding of tax law, financial statements, and planning strategies + Experience with high - net - worth individuals or business owners + Strategic thinker, ... and business returns + Identify proactive planning opportunities for high -income and HNW clients + Build workflows, templates, and...the systems and strategy of a growing firm + High autonomy, high impact, and a path… more
- JPMorgan Chase (Columbus, OH)
- …in fixed income assets under management. The client base consists of Institutional, Private Bank, High Net Worth , and Retail clients. As a portfolio manager ... separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds,… more
- Cedars-Sinai (Los Angeles, CA)
- …projected goals including generating written gift solicitation proposals as appropriate to prospective high net worth donors. + Oversees, records, manages ... fundraising efforts. The Senior Major Gifts Officer is expected to maintain high volume of significant donor relationships, meaningful contact and solicitation. They… more
- Coinbase (Lincoln, NE)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to...Collaborative spirit and ability to work effectively within a high -performing team. * Proficiency in G Suite and experience… more
- HUB International (Columbia, SC)
- …The Personal Lines Account Manager will manage a book of Personal Lines including High net - worth /Private Client insurance business, while acting with a ... a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May… more
- Citigroup (Gaithersburg, MD)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more