- Citigroup (New York, NY)
- …and families, including entrepreneurs and business owners, single-and multi- family offices, senior corporate executives, next generation/inherited wealth, law ... firms and attorneys. From investment strategy, to banking, to lending and cash management...degree or equivalent experience + Master's degree preferred **Job Family Group:** Business Strategy, Management & Administration **Job … more
- US Bank (Gresham, OR)
- …and discover what you excel at-all from Day One. **Job Description** The Investment Consultant role provides advanced investment education and advice as it ... $250,000 in investable assets who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite and a light… more
- BlackRock (San Francisco, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... We deliver world-class service to all our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** We are seeking a… more
- Aegon Asset Management (Cedar Rapids, IA)
- Job Family Transactions / Client Processing About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
- BlackRock (New York, NY)
- …with his personal EA to coordinate effectively on where he needs to be when for any family office needs.) + Needs to be available / attentive as things come up. ... years experience in a fast paced, high energy corporate office or family office environment,...their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …schedule. Work with some of the Bay Area's most successful families. This multi- family office provides investment management, financial planning, lending ... recruiting for a Client Service Associate at a Multi Family Office . This is a full-time permanent...assistants, chiefs of staff, personal CFOs) + Partner with investment teams on portfolios and new assets + Contribute… more
- Citigroup (O'Fallon, MO)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...for communication of issues/tasks/opportunities. + Builds a rapport with back- office staff and seek out highest level of support… more
- Publicis Groupe (New York, NY)
- …Publicis clients. APEX develops innovative offerings through direct partnerships and principal investments that allow clients of all size to benefit from custom ... and will be a part of the National Video Investment Team. This team works collectively to ensure that...and a pulse on the media landscape, make smart investments with media partners, negotiating mutually favorable terms, and… more
- TD Bank (New York, NY)
- …details for this role. **Job Description:** **Position:** Director, Corporate & Investment Banking Oversight, US FCRM TDS Business Oversight **Reports to:** AVP, ... financial crime risks of new products and mandates. The Director, Corporate & Investment Banking Oversight, is responsible for supporting the firm's FCRM program and… more
- Publicis Groupe (New York, NY)
- …just media metrics, that will have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for our clients, but for our ... on driving the maximum value for our people, our capabilities and our media investments for some of the world's leading brands. **Overview** The Supervisor of … more