- US Bank (Rancho Palos Verdes, CA)
- …- At least two years of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65 or 66 and state insurance licenses. ... - Proficient with various computer software programs including Microsoft Office , and have the ability to use recommended desktop...our benefits are designed to help you and your family boost your health, protect your financial security and… more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... adoption, advisor satisfaction, proposal conversion rates, and platform-enabled growth. **Job Family Group:** Project and Program Management **Job Family… more
- US Bank (New York, NY)
- …management issues, providing counsel and expert advice in all areas of Wealth Management . This position requires National Mortgage Licensing System (NMLS) ... of experience in high and ultra-high net worth client wealth management activities **Preferred Skills/Experience** - Excellent...role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
- CIBC (Atlanta, GA)
- …management efforts by delivering exceptional service to high net worth and family office clients. You'll respond to client inquiries, coordinate onboarding ... with regulatory and internal standards. You'll also support Relationship Managers and Family Office Executives by preparing materials, tracking client activity,… more
- Citigroup (New York, NY)
- …detail oriented **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Business Strategy, Management & Administration **Job ... Senior Executive Assistant provides support to members of the Wealth COO leadership team (Business Execution Leads) by handling...managers + Manages day to day calendar(s) of senior management + Coordinates all aspects of executive level manager… more
- US Bank (Gresham, OR)
- …assets, and opportunities. Candidates will also possess strong communication and time management skills as they balance helping clients with financial needs as well ... skills using a variety of software packages including Microsoft Office - Ability to manage multiple tasks/projects and deadlines...our benefits are designed to help you and your family boost your health, protect your financial security and… more
- US Bank (St. Paul, MN)
- …computer navigation skills using a variety of software packages including Microsoft Office - Ability to manage multiple tasks/projects and deadlines simultaneously - ... and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our… more
- City National Bank (New York, NY)
- …The Operations Department Manager directly supports our clients, portfolio management team, and partners financial advisors. Responsibilities include the oversight ... operations. This includes employee morale, HR issues, colleague development, planning, time management , and training. Escalate critical issue to management as… more
- Citigroup (Jacksonville, FL)
- …Salesforce regularly for communication of issues/tasks/opportunities. + Builds a rapport with back- office staff and seek out highest level of support from those ... teams. + Provides timely feedback to senior management to identify client pain points and barriers to...array of products and services. + Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred. + US Registered… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements + Bachelor's degree + 4+ 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