- Citigroup (Boston, MA)
- …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... related sectors. + Extensive experience working with 3rd party investment managers + Strong relationship management and...management services, with a focus on estate planning, tax strategies, and business succession for HNW and UHNW… more
- Edward Jones (Dallas, TX)
- …Worth (HNW) team and other internal home office subject matter experts (ie- tax , estate, investment management , business owner, executive compensation, ... personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics.… more
- Vanguard (Charlotte, NC)
- …industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High ... Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard...resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate… more
- JPMorgan Chase (Plano, TX)
- …the box, challenging the status quo and striving to be best-in-class. As an Asset Management Senior Associate within the Asset Management team, you will be ... your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of...Understanding of forward commitments, bond credit-enhanced mortgages, low-income housing tax credits, and MBS tax -exempt bonds. +… more
- CIBC (Atlanta, GA)
- …experience in portfolio management , wealth management , personal tax , or financial planning. + Investment knowledge: Possess comprehensive understanding ... Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management , Profitability Management , Risk… more
- CIBC (Chicago, IL)
- …experience in portfolio management , wealth management , personal tax , or financial planning. + ** Investment knowledge:** Possess comprehensive ... Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management , Profitability Management , Risk… more
- BMO Financial Group (Newport Beach, CA)
- …exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works ... proposals and participates in meetings with prospects/clients. + Provides investment management , fiduciary expertise and strategic leadership for business,… more
- Wolters Kluwer (Wichita, KS)
- …the product strategy, roadmap, delivery, customer experience and market success of our Tax Solutions portfolio. The Senior Product Manager plays a critical ... **Basic Function** Wolters Kluwer Tax & Accounting division is seeking a strategic,...NPS, upsell) to identify differentiation opportunities and guide strategic investment decisions + Define and refine ideal customer profiles,… more
- KeyBank (Tarrytown, NY)
- …degree in a business-related field. + 10 years' experience in the investment management field. + Excellent interpersonal and communications skills (both ... - Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or… more
- Hilton (Harrisburg, PA)
- …new hotels to our ever\-growing portfolio\! **What will I be doing?** As a Senior Director Management Contract Services, you will partner with owners and ... Hilton's managed and franchised hotel portfolio\. On the Owner Relations and Management Contract Services team reporting to the Vice President, Owner Relations and… more