- Berkshire Bank (Worcester, MA)
- …manage Salesforce; proven coaching skills + Demonstrated experience servicing the needs of high - net - worth individuals with premier level of customer service ... the organization including Commercial Lending, Retail Banking, Mortgage Lending, Insurance, and Wealth Management. Builds a referral network to ensure a stream of… more
- HUB International (Columbia, SC)
- …The Personal Lines Account Manager will manage a book of Personal Lines including High net - worth /Private Client insurance business, while acting with a ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+… more
- 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 ... client segments, providing team members with opportunities to work on high visibility strategic initiatives. Examples of focus segments include Youths, clients… 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 ... thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter… 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 ... such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds. Within FCG, the mission is to become...manage projects independently and be ready to assume a high level of responsibility as a member of a… 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 ... of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …requirements (eg RESPA, TILA, TRID, HMDA) + Private Client Banking (PCB) services and high net worth client needs + Financial advisory practices and ... the integration of mortgage solutions into broader wealth management strategies + Sales management principles, including pipeline development, forecasting, and… 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 ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- Charles Schwab (New York, NY)
- …competitive risk. + Basic understanding of investments (publicly and non-publicly traded), common ultra- high net worth tax planning concerns and planned ... wealth and/or investment management industries. + Experience navigating " high stakes" transactions and serving multi-generational households or advisory firms… more
- JPMorgan Chase (San Francisco, CA)
- …develop a team of highly skilled Relationship Managers who nurture and develop high - net - worth client relationships by earning their trust, comprehensively ... growth initiatives. + Extensive experience (10+ years) in banking, wealth management, or financial services, with a focus on...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more