- JPMorgan Chase (Los Angeles, CA)
- …management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
- Charles Schwab (San Francisco, CA)
- …experience and providing timely, relevant charitable planning education to partners, advisors, and high net worth clients. Reporting to the Director of ... + Basic understanding of investments (publicly and non-publicly traded), common ultra- high net worth tax planning concerns and planned giving alternatives.… more
- M&T Bank (Wilmington, DE)
- …higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client ... segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#LI-LA1 \#wealthmanagement… more
- Citigroup (Coral Springs, FL)
- …+ Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. + Manage ... accounts of high net worth investors and jointly develop financial strategies with the Private Bankers. + Conduct sophisticated economic and financial market… more
- Truist (Raleigh, NC)
- …job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the ... solutions, and family governance solutions. 3. Demonstrated ability to advise and deliver ultra- high net worth families on a wide variety of both financial… more
- NJEDA (Camden, NJ)
- …including in-depth review of income statements, balance sheets, cash flow statements, personal net worth , and tax returns. Deep knowledge of sound lending and ... Duties Daily Tasks and Responsibilities: + Serve as a senior lead in conducting high volume inbound,...Serve as a senior lead in conducting high volume inbound, outbound, and web-based outreach. Cultivate relationships… more
- Dana-Farber Cancer Institute (Brookline, MA)
- …professional with deep expertise in cultivating and stewarding relationships with high - net - worth individuals, trustees, and organizational leaders, and ... or Assistant Vice President, Principal Gifts, and collaborating closely with the Senior Vice President and Chief Philanthropy Officer as well as other leaders… more
- University of Pennsylvania (Philadelphia, PA)
- …philanthropic leadership to foster and enhance relationships with our most significant Ultra High Net Worth (UHNW) individuals and esteemed volunteers. By ... programs and resources, and much more. Posted Job Title Senior Associate Director of Principal Giving Strategy + Experience,...a rigorous attention to detail. The role requires a high degree of discretion and poise when interacting with… more
- Vanguard (Charlotte, NC)
- …Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You ... products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book of business which… more
- Citigroup (New York, NY)
- …full power of Citi ** ** to serve the entire continuum of clients, from affluent to ultra- high net worth to family offices. ** ** Through our three business ... and processes and provides support to the business unit Senior Human Resources Officer. The HR Business Execution team...Wealth HR and will be a part of a high performing, dynamic, agile team. Responsibilities: **Communications Strategy and… more