- BMO Financial Group (Wausau, WI)
- …excel in sales and relationship management, boasting a robust network of COIs, Business Owners, and High Net Worth clients in Mid / Northern / West Wisconsin ... provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investment operations, client onboarding, and financial administration for a curated group of ultra- high - net - worth clients. As part of a growing team that ... Description Jennifer Fukumae is partnering with a boutique, ultra- high -touch wealth management firm supporting some of the world's most sophisticated families… more
- University of Washington (Seattle, WA)
- …alignment with donor expectations, brand standards, and strategic engagement goals for high - net - worth individuals. Perform the critical function of managing ... As a key member of the Annual Giving team, the Director consistently offers high levels of customer service and stewardship to Tyee Club members while continually… more
- Citigroup (Atlanta, GA)
- …Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses ... Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. + Help support the … more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... time are essential. + As a member of the senior leadership within Lexington, take on responsibilities beyond everyday...manuscript form wordings and coverages. + Act as a senior mentor to train and guide other members of… more
- IHG (Santa Monica, CA)
- …revenue by developing and executing strategic sales plans to attract and retain high - net - worth leisure clients, travel advisors, and luxury travel consortia. ... sales activity reports, robust forecasts, and clear performance updates to senior management. + Consistently exceed revenue targets through strategic prospecting,… more
- SitusAMC (New York, NY)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... of credit quality to present a financing request to senior management, loan approval committee and credit risk for...execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to… more
- Wells Fargo (Minneapolis, MN)
- …to deliver a "white glove" service and best-in-class products to Wells Fargo's high - net - worth clients. + Investment Solutions:Center of Excellence that ... Overview** WIM Early Careers seeks to attract, develop, and retain exceptional **rising- senior ** students to Wealth & Investment Management. Our goal is to build… more
- CIBC (Chicago, IL)
- … Relationship Manager to deliver comprehensive financial planning and exceptional service to our high - net - worth clients. This is a support role that allows ... rebalance portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager. + **Optimize Portfolio Outcomes:** Prepare insightful… more
- First Horizon Bank (Key Largo, FL)
- …Private Client Team Lead will understand, anticipate, and satisfy the banking needs of high net worth clients and retain their relationships by providing ... a high level of individualized service and by recommending appropriate...Coordinate deal team meetings between Relationship Managers, Market Presidents, Senior Credit Officer and Underwriter.as required. + Review Commercial… more