- Wellington (Boston, MA)
- … wealth platforms. The primary focus will be marketing Wellington's public and private investment strategies to both new and existing clients across the ... investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60...equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment … more
- JPMorgan Chase (New York, NY)
- …Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset ... spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families...to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM),… more
- Citigroup (Tampa, FL)
- …of all manner of client structures (revocable and irrevocable trusts, private investment companies, powers of attorney, etc.). **Responsibilities:** + ... business-oriented solutions. A successful candidate would be familiar with financial services/ private bank/ wealth management regulation and legal principles and… more
- Wells Fargo (Atlanta, GA)
- …existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in...internally and externally + Adhere to all planning and risk protocols and procedures **Required Qualifications:** + 7+ years… more
- Wells Fargo (New York, NY)
- …existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in...internally and externally + Adhere to all planning and risk protocols and procedures **Required Qualifications:** + 7+ years… more
- Citigroup (Smithtown, NY)
- …productivity. + Partner across businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients ... The Wealth Regional Director is a senior leader within...address a client's individual and business needs. + Accelerate investment business growth in the market by identifying new… more
- Zions Bancorporation (Boise, ID)
- …investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is ... Zions Wealth Management is a specialized division within the...which includes: + Retail Bankers + Community/Business Bankers + Private Bankers + Commercial Bankers + Investment … more
- Zions Bancorporation (St. George, UT)
- …investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is ... management teams and community identities in 11 states. Zions Wealth Management is a specialized division within the bank...which includes: + Retail Bankers + Community/Business Bankers + Private Bankers + Commercial Bankers + Investment … more
- Citigroup (Glendale, CA)
- …net worth clients. A PC will manage the implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or ... will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high… more
- Wells Fargo (St. Louis, MO)
- …**Wells Fargo** . It all begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the United States' leading ... services. We offer a full range of personalized wealth management, investment , planning, and retirement products...clients. Compiles, analyzes, and documents loan data and credit risk , borrower and property information. + Candidate must be… more