• KPB Lead Institutional Advisor

    KeyBank (WA)
    …and fiduciary relationships with non-profit, public, corporate and government clients. The Advisor collaborates with local Key Private Bank (KPB) Markets and ... As part of a team serving institutional clients, the Advisor delivers a proactive client experience through...necessary to achieve sales goals + Teams with KPB Wealth Advisors and RM(s) to uncover opportunities in existing… more
    KeyBank (10/10/25)
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  • Senior Lead Trust Advisor - Special Needs…

    Wells Fargo (Chicago, IL)
    …their clientele **Job Expectations:** + Ability to travel up to 50% to join client and Financial Advisor meetings + Individuals in Loan Originator (LO) positions ... role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory...Advisory Specialist (LO)) responsible for offering personalized advice and wealth management related to Special Needs Trusts for HNW… more
    Wells Fargo (10/01/25)
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  • Lead Custom Credit Advisor

    M&T Bank (Buffalo, NY)
    …organizations to support networking efforts. + Maximize depth and profitability of the client relationship. Partner with Wealth Advisors to uncover needs and ... Wealth Management team. The position may identify Wealth Management business and collaborate with the client...and experience in one or all of single stock, Private Equity and Hedge fund lending, margin, and 144… more
    M&T Bank (09/19/25)
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  • Private Equity and Real Estate Research…

    Citigroup (New York, NY)
    …and real estate investment opportunities to address the needs of our global wealth client base. The position will focus on evergreen (semi-liquid) investment ... role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor...(SIE), Series 7, Series 66 required **Job Family Group:** Private Client Product Services **Job Family:** Investment… more
    Citigroup (08/15/25)
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  • Private Banking Relationship Manager II

    Eastern Bank (North Andover, MA)
    …top clients and oversees the servicing and nurturing of the relationship with assigned client team. Meets deposit, wealth , lending and fee revenue goals for ... new private banking opportunities and referrals.Specifically nurtures relationships with wealth and commercial for new business. + Works with assigned team to… more
    Eastern Bank (10/08/25)
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  • Retirement Plan Advisor - Potential…

    HUB International (Rockville, MD)
    …strong relationships with key retirement plan clients within the Mid-Atlantic Retirement & Private Wealth (RPW) team. The successful candidate must be a ... by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop...you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the… more
    HUB International (09/26/25)
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  • Senior Portfolio Advisor

    Citigroup (New York, NY)
    …+ CIMA, CFA or CFP(R) designation or candidate preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Strategy **Time Type:** ... Citi Global Wealth (CGW) is a partnership between the Global...high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the… more
    Citigroup (08/14/25)
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  • Advisor Consultant - Alternative…

    Nuveen Investments (MI)
    …pipeline for an assigned region. + Develops relationships with prospect firms within the private wealth channels in an effort to expand Alternative Strategies ... client portfolio. **Educational Requirements** + University (Degree) Preferred **Work...CFA or CAIA a plus + Experience marketing into private wealth channels (wire house, private… more
    Nuveen Investments (07/24/25)
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  • Wealth Management, Head of US Mortgage…

    JPMorgan Chase (New York, NY)
    …be achieved through a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to ... is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured… more
    JPMorgan Chase (08/13/25)
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  • Trust Administration Advisor

    Truist (Atlanta, GA)
    …1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth , or Institutional Investment Management industry with 5+ years in ... new business identification and onboarding. 3. Meets or exceeds client service standards, aligned by Truist Wealth ...of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review… more
    Truist (10/04/25)
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