- Grant Thornton (Dallas, TX)
- …and prospective private audit clients to assist engagement teams in clearing private audit client checks, including monitoring and supervising the INDUS team ... opportunities (audit or other) or existing relationships for a client (or prospect) or an affiliate of one that...that is subject to independence requirements, including firm monitored private equity firms and portfolio companies. The manager will… more
- Rincon Consultants (Los Angeles, CA)
- …meetings and workshops. + Interact with various members of public agency and private client staff on matters related to urban design and zoning. ... experience serving clients across the transportation, energy, water, infrastructure, private development, and government sectors. We are proud to...+ Act as a client manager for select clients in the Healthy Communities… more
- Citigroup (San Francisco, CA)
- …+ Commitment to ethical conduct and sound business practices. **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow Sales Services ... ** Client Collaboration:** Partner with Escrow Business Development and Private Bankers to onboard clients, gather necessary documentation, and coordinate… more
- TD Bank (Boston, MA)
- …planning training seminars and education to TD Wealth Management clients and staff (both Private Client Group and Mass Affluent segments) + Represents TD Wealth ... to team members within the TD Wealth Management organization staff (both Private Client Group and Mass Affluent segments) + Ensures appropriate service levels… more
- Fifth Third Bank, NA (Lexington, KY)
- …. Assists WMAs in activities that drive new revenue, acquire new households, deepen client relationship and enhances the Private Bank client experience. . ... Bank. GENERAL FUNCTION: Partners with Wealth Management Advisors for client relationships with more than $2MM in investable assets...than $2MM in investable assets to help ensure the Private Bank experience is delivered. Collaborates with team of… more
- Citigroup (New York, NY)
- …solve problems and deliver superior client service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time ... **Citi Wealth Planner** The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and… more
- Citigroup (San Francisco, CA)
- …Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services… more
- JPMorgan Chase (New York, NY)
- …segments - including the Private Bank, Asset & Wealth Management, and Private Client bases. This executive role is instrumental in driving product strategy, ... recommend process improvements in partnership with banking segments to enhance client experience and mitigate reputational risk. + Partner with marketing,… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Portfolio ... Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary...and implementation of portfolio and risk guidelines + On-site prospect/ client interactions, client maintenance, and support of… more
- Citigroup (Washington, DC)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding ... by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class...world-class Investments platform, as a part of our core client coverage team + Partner with sales teams to… more