- Huntington National Bank (Minnetonka, MN)
- …valuable personal property and individual health. Advanced Life Insurance focuses on high - net - worth individuals with business succession and estate planning ... Huntington Insurance, Inc. is a $70 million revenue full service Independent Agency wholly owned by Huntington Bancshares. The...Annual Draw The compensation range represents the low and high end of the base compensation range for this… more
- TD Bank (Fort Lauderdale, FL)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... accountabilities related to management reporting and analysis + Manages high risk initiatives and escalations; leads initiatives/guidance as appropriate… more
- Citigroup (Bronxville, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… 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 ... mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want… 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 ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …services-including investment management, financial reporting, tax planning, and philanthropic support-to high - net - worth individuals and families. With a ... direct client interaction, and close collaboration with internal teams to ensure high -quality service and reporting. Key Responsibilities: + Perform core… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …services-including investment management, financial reporting, tax planning, and philanthropic support-to high - net - worth individuals and families. With a ... client interaction, and cross-functional collaboration with internal teams to deliver high -quality service and reporting. Key Responsibilities: + Perform core… more
- Robert Half Finance & Accounting (Bettendorf, IA)
- …technical knowledge in tax planning and compliance for corporations, partnerships, and high - net - worth individuals. Strong client management skills with a ... tax strategy, mentor a talented team, and work directly with our high -caliber clients, bringing innovative tax planning solutions to the table. Key Responsibilities… more
- SitusAMC (New York, NY)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... superior execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to meet client objectives in the… more
- Matter Family Office (Denver, CO)
- …preservation of the filing cabinet integrity. + Enter and track changes to client net worth statements, utilizing reporting software. + Analyze large amounts of ... focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family… more