- BMO Financial Group (Newport Beach, CA)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... partner collaboratively with other planning professionals and Relationship Managers ( Private Bankers, Investment Counsellors, Investment Advisors) to provide clients… more
- Principal Financial Group (Washington, DC)
- …You'll Do** We have two opportunities to drive sales activities for our Institutional Wealth management within the RIA channel throughout either the SE Region or ... the channel covering our ETF's, Separately Managed Accounts, Mutual Funds, Private capabilities. **Other responsibilities will include:** + Develop, recommend and… more
- Citigroup (New York, NY)
- …targets. + **Be a strategic partner** **to broader CIO Team** (research, portfolio management , the Lab, product) on messaging, advisor needs, and product ... Citi Global Wealth (CGW) is a partnership between the Global...products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking.… more
- JPMorgan Chase (New York, NY)
- …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 ... Head of US Mortgage Product is responsible for comprehensive product management , including strategic planning, creation, design, launch, and lifecycle management… more
- M&T Bank (Buffalo, NY)
- …aircraft, hedge fund interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions ... on their individual needs as part of the integrated Wealth Management team. Source, negotiate, structure and...and experience in one or all of single stock, Private Equity and Hedge fund lending, margin, and 144… more
- City National Bank (San Diego County, CA)
- …and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...Exceptional, customized service and integrated solutions and strategies, investment management , trust and wealth planning set this… more
- Nuveen Investments (MI)
- …for an assigned region. + Develops relationships with prospect firms within the private wealth channels in an effort to expand Alternative Strategies client ... CFA or CAIA a plus + Experience marketing into private wealth channels (wire house, private...private equity, hedge funds, fund of funds or private credit + Strong organizational, relationship management ,… more
- Fifth Third Bank, NA (Charlotte, NC)
- …or progress toward certification. + Investment Knowledge: Understanding of Investment Management , Brokerage, Private Banking, Insurance, and/or Trust. + ... Third Bank. ABOUT THE ROLE: This position supports the Wealth Strategy team and planning software tools (powered by...and tax planning. + Software Proficiency: Knowledge of eMoney Advisor or comparable planning software and Microsoft Office Suite… more
- HUB International (Rockville, MD)
- …protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we ... We currently have an opportunity for a **Retirement Plan Advisor ** to join the team in our **Rockville, MD**...key retirement plan clients within the Mid-Atlantic Retirement & Private Wealth (RPW) team. The successful candidate… more
- Citigroup (New York, NY)
- …In addition, this role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on existing ... equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis,...preferred. + 8-10 years relevant experience in real estate, private equity, or investment management . + Prior… more