- Wells Fargo (Dallas, TX)
- …asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan ... **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO)...with complex planning needs. May partner with a Relationship Manager or act as Relationship Manager in… more
- Guardian Life (Salt Lake City, UT)
- …Very High Standards" important to you? If so, Guardian's Group Benefits team is seeking a Client Manager who will be the main contact for the client ongoing ... escalated service and relationship. The Client Manager will be directly accountable for client satisfaction and enhancing the client experience. **You… more
- Deloitte (Seattle, WA)
- …work with clients who are actively involved in improving the community via their philanthropic vehicles? If you answered "Yes" to any of these questions, you should ... Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Manager within the Tax-Exempt practice, you will spend at least half (potentially 100%)… more
- Neuberger Berman (New York, NY)
- … will be responsible for developing and leading a methodical approach to client outreach and engagement. The Relationship Manager will be responsible for ... Asset Management (PAM) team within NB Private Wealth, the Relationship Manager is responsible for leading the overall relationship management strategy, approach,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …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 and families. This ... wealth management, financial planning, lending strategy, and family office services. Client Associate - Multi Family Office San Francisco (Steps from Montgomery… more
- Live Nation (New York, NY)
- Job Summary: Title: Senior Manager , Digital Marketing & Strategy (Philanthropy) Location: New York, NY (fully-onsite) The Role: Roc Nation, is seeking a Senior ... Manager , Digital Marketing & Strategy -Philanthropy. This position will...oversee the full scope of digital impact related to philanthropic initiatives, supporting both long-term strategy and rapid response,… more
- Republic Finance, LLC (Lafayette, LA)
- …in the financial services industry for you, apply to be an Assistant Branch Manager today! *Please note that this position is 100% onsite. ABOUT REPUBLIC FINANCE We ... Foundation (JDRF) and the American Cancer Society, among other philanthropic efforts. Our growing company offers a bright future...A DAY IN THE LIFE OF AN ASSISTANT BRANCH MANAGER (ABM) We give you all of the tools… more
- VNA Health (Santa Barbara, CA)
- …+ Competitive Compensation: $68,750 - 80,000 annually Job Description: The Foundation Project Manager is a key member of the Foundation Team and plays a pivotal ... role in advancing the strategic objectives of VNA Health's philanthropic initiatives. This exempt-level position serves as a trusted partner to senior leadership,… more
- Coldstream Wealth Management (Bellevue, WA)
- …financial planning, investments, estate, tax and cash flow planning, and philanthropic guidance. Your Contributions: + Client relationship development and ... and tax planning + Investment management: in conjunction with the team's Portfolio Manager , establishing and planning for each client 's goals, objectives, risk… more
- Zions Bancorporation (Heber City, UT)
- …talent; we bring the opportunity. We are looking for a **Private Bank Relationship Manager ** in **Heber City, Utah.** This role acts as the principal account and ... relationship manager for high net-worth clients. **Private Banking** brings the...services for high net-worth clients. The more complex a client 's financial life becomes, the more they'll appreciate being… more