- Citigroup (New York, NY)
- …reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- Bloomberg (New York, NY)
- …to IPO, and all the data in between. Whether a fund investor, manager, or advisor , our team provides the data, solutions, and industry network to help clients take ... tender offer and interval funds, non-traded REITs, and emerging private wealth -accessible vehicles under 506(c) and 3(c)(7) exemptions. Our work ensures accurate,… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- US Tech Solutions (Washington, DC)
- …of our major insurance clients. You will serve as a **trusted advisor ** , collaborating directly with stakeholders to analyze business needs, define requirements, ... and Traditional Life products, along with a **strong background in Vantage/wmA ( Wealth Management Accelerator)** . You will be responsible for conducting **gap… more
- Zions Bancorporation (Heber City, UT)
- …expanding business in all the following areas: + Loan and deposit products, wealth management + Wealth management services including Investment, trust, and ... to a high degree of service quality while acting as a trusted advisor . + Intermediate computer skills including the MS Office Suite. **Benefits:** + Medical,… more
- Citigroup (Miami, FL)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- US Bank (Milwaukee, WI)
- …discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Investment Partners has the shared responsibility for soliciting, ... managing, and retaining client relationships for Investments. Partners with Senior Advisor to drive business development, client retention and engagement in PWM… more
- CARMAX (Richmond, VA)
- …Auditor, you'll wear many hats such as thought leader, risk champion and advisor , project manager, coach, and brand ambassador. In all instances, you'll leverage ... processes and controls, including integrated audits. **Collaborate as a trusted Risk Advisor :** Consult with a risk-based mindset across the organization to provide… more
- Robert Half Legal (Denver, CO)
- Description General Counsel Robert Half has partnered with a well-established financial services/ wealth management company on the search for a General Counsel. This ... governance, regulatory strategy, and executive decision-making, serving as a trusted advisor to senior leadership. Key Responsibilities Legal Affairs + Serve as… more
- US Coast Guard (Topeka, KS)
- …as an Operations Technical Director and be responsible for serving as a principal advisor to the Command on a wide range of complex program and technical issues. ... existing and/or new PPC operations. Serving as a technical advisor to the Command on sound management policies and...Corps, VISTA volunteers, & persons with disabilities possess a wealth of unique talents, experiences, & competencies that can… more