- Charles Schwab (Lone Tree, CO)
- …team is responsible for defining, evolving, and delivering meaningful experiences for Core and High Net Worth (HNW) investors. The team partners closely with ... segments, providing team members with opportunities to work on high visibility strategic initiatives. Examples of focus segments include...in the subject matter that you work on, with high visibility to clients and senior leaders at the… more
- JPMorgan Chase (Chicago, IL)
- …Duties: Define the vision and roadmap for mortgage products tailored to high - net - worth clients. Collaborate with cross- functional teams, including ... and advisors, to align product features with client expectations ensuring high -quality delivery aligned with regulatory and business expectations. Participate in… more
- Middlebury College (Middlebury, VT)
- …to achieve earlier outreach to young alumni and ongoing communication and solicitations of high - net - worth parents. Manage Family of Wealth prospects, as part ... partnership with the Director, recruit, train, and manage a volunteer corps of high -capacity parent volunteers that make up the Family Philanthropy Circle. + Plan… more
- AIG (Milano, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... to attract and retain top industry talent and develop high performing teams * Drive a culture that promotes...get the job done * Ability to develop a high performance organization. Proven leadership skills in developing vision… more
- JPMorgan Chase (New York, NY)
- …Group (FCG) is a coverage group in the Commercial & Investment Bank (CIB), focused on ultra- high net worth families and their Family Investment Firms. FCG is ... manage projects independently and be ready to assume a high level of responsibility as a member of a...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Bank of America (St. Louis, MO)
- …SCU performs and documents in-depth financial analysis for credit approval of ultra- high - net - worth clients (individuals, family offices, trusts, special ... appetite, policies, and procedures. **Responsibilities:** *Support loan growth through high quality underwriting activities *Build credibility by developing, deepening,… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …servicing experience including remarketing and new business placement. + Demonstrated experience in High - Net Worth . + Strong functional knowledge of Excel ... in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail. +...environment + Able to work independently and enjoy a high degree of interaction with team members. + Self-motivated… more
- HUB International (Fairfield, CT)
- …Personal Lines group. Additionally, you will assist the team with processing and updating high net worth client accounts, responding to requests, and ... underwriters, as well as HUB producers and employees Qualifications/ Requirements: + High school degree or office work experience + Experience with an automated… more
- Providence (Tarzana, CA)
- …identifying and engaging new prospective donors, with an ability to interact with high - net - worth individuals across diverse backgrounds and interests. + ... Providence provides care throughout Los Angeles County, Orange County, High Desert and beyond. Our award-winning and comprehensive medical...hospice and home care, and even our own Providence High School. Providence is proud to be an Equal… more
- Robert Half Finance & Accounting (Carmel, CA)
- …1120S, and 1065), and trusts. * Offer strategic tax planning advice tailored to high - net - worth individuals and diverse businesses. * Analyze and present ... an amazing career growth tracks! This firm is recognized for delivering high -quality tax and accounting services to an exclusive clientele, emphasizing personalized… more