- Owens Realty Services (Daytona Beach, FL)
- …Carolina, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... Manager immediately. *Completes additional duties as assigned. EDUCATION/EXPERIENCE High School Diploma or General Equivalency Diploma is preferred. Six months… more
- Bard College (Annandale On Hudson, NY)
- …campus-wide partners + Working closely with Advancement Services and Director of IA, identify high net worth individuals and develop engagement strategies as ... Academy. Launched in 2015, Bard Academy is a two-year high school program with courses designed and taught by...IA, provide strategic guidance, messaging, and oversight to the Manager for Annual Giving & Alumni Relations + Maintain… 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
- Wells Fargo (Irvine, CA)
- …systems. + Research and resolve operational issues related to complex accounts for our high - net - worth clients. + Research account and transaction records to ... . **In this role you will:** + Assist Wealth Relationship Manager with account administration, sales activities and relationship management, balancing multiple… more
- KeyBank (Pepper Pike, OH)
- …staff of professionals. + Demonstrated track record of sales success. + Experience managing a high net worth book of business. + Ability to use: office ... and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies,… 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 ... to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creation business… more
- KeyBank (Tarrytown, NY)
- …open architecture environment. + Demonstrated track record of sales success. + Experience managing a high net worth book of business. + Ability to use: ... and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice… more
- Neuberger Berman (New York, NY)
- …globally. **Position Overview:** NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $515 billion… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …Advisors. + Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. + ... periodic investment managers' reviews by third party and independent investment manager searches. + Generates periodic reports on investment analyses and peer… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …of lead Financial Advisors. * Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. * ... clarify, or provide facts or information. **Essential Duties and Responsibilities** * Serves as relationship manager for a subset of existing clients, at discretion… more