- BlackRock (New York, NY)
- … strategy and transactions for the world's largest and leading asset manager . + Exposure to senior strategy and investment professionals, and executive ... and risk technology. We are the largest 3rd party manager of insurance assets in the world with over...well as other groups within BlackRock to drive business strategy and strategic transactions aligned with the objectives outlined… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 12 **The Team:** The MI Business Transformation, Strategy & Special Projects team is responsible for guiding the overall ... strategy of the Market Intelligence division of S&P Global....and inorganic business strategies and financial models with modest manager guidance. + Expertise in analyzing financial results, including… more
- PNC (Philadelphia, PA)
- …a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. Experience in Private Banking/ Wealth Management marketing is ... business. We are seeking a highly motivated and experienced wealth management Marketing professional to join our team and...Marketing professional to join our team and drive marketing strategy and innovation. If you are passionate about driving… more
- Bank of America (Jacksonville, FL)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy , being responsive to changes in the business environment ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …live richer lives. Key Responsibilities: + Serve as the primary relationship manager for clients, designing and implementing personalized wealth management plans ... unique opportunity to serve as a trusted financial partner, helping clients align their wealth with their passions and purpose. About the Role: As a Lead Advisor,… more
- Bank of America (San Diego, CA)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy , being responsive to changes in the business environment ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy , and family office services. ... based in San Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals… more
- Atria Wealth Solutions (King, NC)
- …on Allegacy Investment Group services. Also work closely with Allegacy Wealth Management Group in developing joint relationships between Allegacy Investment Group ... and Allegacy Wealth Management. + External relationships include Cuso Financial Services,...the individual, then develop a financial plan or investment strategy to implement. Handle questions and objections professionally. +… more
- Bank of America (Atlanta, GA)
- …client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a ... seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits * Proactive identification of… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a… more