- First Horizon Bank (Coral Gables, FL)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …. + External Engagement and Communications : represent the Giving Pledge externally, cultivat e trust with Pledgers , Next Gen , Senior Staff and Advisors , and ... of philanthropic issue areas, engaging deeply with Signatories, NextGen and Senior Staff and providing individual support and community learning and connection… more
- Citigroup (West Palm Beach, FL)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial & investment goals related to the creation, management , and transfer of wealth . + Develop tailored solutions that address ... The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- US Tech Solutions (Charlotte, NC)
- …and specialize subject matter expertise to individual tax clients. + Work with Wealth Management partners to deliver sophisticated income tax planning advisory ... net worth and most influential clients. + Serves as an expert resource for Wealth Management partners on client income tax planning strategies directed to… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (Miami, FL)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... required in order to negotiate internally, often at a senior level, and externally. Provides advanced judgment and conducts...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citizens (Cleveland, OH)
- …operate by sustaining a high level of trust and confidence by senior line and risk management Qualifications + Demonstrated, long-term client relationships ... Markets (interest rate derivatives and FX), Private Banking and Wealth , Structured Products, Treasury Management or other...the entire firm for each of your sponsors, including senior partners and firm management , investment teams,… more
- Johns Hopkins University (Baltimore, MD)
- …conferences, and signature events. _Supervisory Responsibility_ + Direct and indirect management of senior leaders, program managers and administrative staff. ... of government, deliver exceptional results for residents, and inspire trust in public service. BCPI is housed within the...JHU School of Government and Policy alongside the Black Wealth Data Center and Bloomberg Center for Government Excellence.… more