- Robert Half Finance & Accounting (San Francisco, CA)
- …with 6-8 years of experience in client-facing roles, preferably in wealth management or family office settings. + Exceptional interpersonal and ... including investment management , financial planning, lending strategy, and bespoke family office solutions. The ideal candidate is a proactive problem… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management , and family office services. You'll join a ... collaborative, low‑turnover team with real growth potential, full remote flexibility, strong benefits, and the chance to work with some of the world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …-style services. Its integrated approach spans wealth strategy, investment management , family office administration, and financial operations. Unlike ... Requirements Qualifications + 3-5+ years of client service experience in a white-glove wealth management , family office , RIA, or UHNW environment. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Bring + Bachelor's degree required + 6-8+ years of experience in client-facing roles within wealth management , family office , or related industries + ... Description Job Opportunity: Senior Client Service Associate - Multi- Family Office A prestigious, forward-thinking multi- family office based in San… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Bachelor's degree required; 6-8+ years of experience in client-facing roles within wealth management , family office , or related industries. ... solutions including investment management , estate and tax planning, lending strategies, and family office services. About the Firm With a culture rooted in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements + Bachelor's degree with 2+ years in client-facing roles ( family office or wealth management experience ONLY) + Strong communication skills; ... schedule. Work with some of the Bay Area's most successful families. This multi- family office provides investment management , financial planning, lending… more
- KeyBank (New York, NY)
- …a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team ... role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated...services and ensures the client receives an industry leading family office experience. While serving UHNW clients,… more
- KeyBank (Cleveland, OH)
- …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue ... gen * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for...Leads the internal team and works closely with the Family Office Director to implement the client… more
- First National Bank of Omaha (Omaha, NE)
- …**Summary of the Job:** Lead FNBO's technology strategy and execution for Wealth Management and Capital Markets divisions, driving innovation while ensuring ... and we are continuously exploring advancements in technology and office environments to make it easier to work from...Leadership** + Develop and execute technology roadmaps aligned with Wealth Management and Capital Markets business objectives… more
- Bank of America (St. Louis, MO)
- …balance sheets and income streams * 3-5+years of commercial and/or private wealth management credit experience * Strongnegotiation and communication skills * ... may not be co-located **Desired Qualifications:** * FormalCredit Training and/or Commercial/ Wealth Management credit experience preferred * Bachelor'sdegree in… more