- Citizens (San Diego, CA)
- …on delivering high-impact, emotionally resonant experiences that deepen relationships with Citizens Private Bank and Private Wealth clients in California. ... Self-motivated team player who thrives under pressure. + Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook). Qualifications + 7-10 years of experience… more
- Citizens (New York, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... client loyalty. There is a need for 2 hires on the East Coast for a Private Bank Lending Specialist and/or Sr Private Bank Lending Specialist to support the… more
- KeyBank (Hartford, CT)
- …serving clients, the Strategist identifies opportunities to protect, grow and transition family wealth . They deliver national expertise locally through the ... engagement of Wealth Services or other Specialty Services Teams as an...the client experience + Develops a strong understanding of family relationships and the needs of current clients as… more
- Robert Half Finance & Accounting (North Miami, FL)
- …multiple priorities. Accountant Level: + 5+ years of accounting experience, ideally within a family office , private wealth , or closely held company. ... Description Company Overview: We are a privately held family office that manages a diverse portfolio of investments, real estate holdings, and personal assets.… more
- University of Pennsylvania (Philadelphia, PA)
- …retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation.… more
- University of Pennsylvania (Philadelphia, PA)
- …retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader...resources, and much more. Posted Job Title Accountant C ( Office of Clinical Research) Job Profile Title Accountant C… more
- JPMorgan Chase (New York, NY)
- …Group in the Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds. Within ... **Investment Banking Family Coverage Group - Vice President** JP Morgan's...firms, coordination across the Investment Bank, Commercial Bank and Private Bank, as well as Mergers & Acquisitions, debt… more
- University of Pennsylvania (Philadelphia, PA)
- …retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader...resources, and much more. Posted Job Title Accountant C ( Office of Clinical Research) Job Profile Title Accountant C… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- Description Controller Confidential Family Office (Partnering with Robert Half Finance & Accounting) Menlo Park, CA - Onsite 5 days/week $200,000 - $250,000 + ... Bonus + Excellent Benefits About the Family Office Jennifer Fukumae with Robert Half...organization manages a diverse investment portfolio across public equities, private investments, real estate, and alternative assets. The team… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Senior Analyst, MCM - Fixed Income Middle Office **Requisition ID:** 231353 **Salary Range:** 69,400.00 -...benefit programs are designed to help support your unique family , financial, physical, mental, and social health needs. Location(s):… more