- Wounded Warrior Project (Nashville, TN)
- …and new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal contact with ... for you. The Wounded Warrior Project (WWP) Major Gifts Specialist is a member of WWP's fundraising team. The...service organizations (MSOs) and veteran service organizations (VSOs). + High energy level. Self-starter; willing to take initiative. +… more
- Volvo Group (Goodlettsville, TN)
- …Buses Location: Houston, TX, US, 77066Mira Loma, CA, US, 91752Fort Worth , TX, US, 76155S. Plainfield, NJ, US, 07080Goodlettsville, TN, US, 37072Secaucus, ... Planfield, Secaucus), Tennessee (Goodlettsville), Florida (Jacksonville, Orlando), Texas (Fort Worth , Houston), California (Mira Loma, San Francisco), Illinois (Chicago,… more
- Citigroup (Miami, FL)
- …Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build ... expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services… more
- M&T Bank (Chicago, IL)
- …aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. Supports senior account ... normal course of business utilizing available resources. + Develop and maintain a high level of industry knowledge applicable to the business and demonstrate the… more
- 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 ... internal stakeholders to build capability and drive business growth. + Meets high -quality service standards to maximize relationship retention and growth. + Develops… more
- TD Bank (Greenville, SC)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... the lending activities of Wealth Banking.** **In this position, the Compliance Specialist will be supporting the Wealth Banking, TD Wealth Management Services, Inc… more
- Zions Bancorporation (Salt Lake City, UT)
- …+ **Client Relationship Management:** Build and maintain strong relationships with high - net - worth clients, understanding their financial goals and ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by _American Banker as_ one of… more
- Zions Bancorporation (Las Vegas, NV)
- …client inquires. **_Responsibilities:_** + Manage and support client investment portfolios for high - net worth individual and institutional clients. + Ensure ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by _American Banker as_ one of… more
- Access Dubuque (Dubuque, IA)
- …include the following: + Prepare a high -level return for a multi-million-dollar business or high net worth individual. + Working with the tax team to ... Controversy & Procedure Senior Associa Eide Bailly Senior Accounting Reconciliation Specialist Dupaco Community Credit Union Seasonal Tax Processor Eide Bailly Entry… more
- M&T Bank (Wilmington, DE)
- …limited aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. May serve as ... Economics and Accounting Working towards CCTS (Certified Corporate Trust Specialist ) certification if corporate trust focus Demonstrated skills in pertinent… more