- US Bank (Tempe, AZ)
- …discover what you excel at-all from Day One. **Job Description** The Private Wealth Management (PWM) Client Services Team Leader is responsible for leadership ... of the support staff for Private Wealth Management . Has direct responsibility for overseeing...specific authority to the assigned PWM Advisor or respective specialist . Works proactively to identify potential problems, compliance issues… more
- Comerica (MI)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... respect to compliance with laws and regulations with direction and/or input from management . This includes ongoing guidance as well as assisting with the managing of… more
- TD Bank (Manassas, VA)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,… more
- BlackRock (Atlanta, GA)
- …whole portfolio investment solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary Management and Wealth Solutions clients as well as Multi-Asset ... Management ** + Act as a dedicated client servicing specialist , delivering proactive engagement and exceeding client expectations through tailored solutions.… more
- Bank of America (Charlotte, NC)
- …of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management . In the investigative role, the ... responsible for coverage over Special Investigations, Global Markets, or Global Wealth and Investment Management **Responsibilities:** + Completes investigations… more
- Wounded Warrior Project (Nashville, TN)
- …to get started, we're ready for you. The Wounded Warrior Project (WWP) Major Gifts Specialist is a member of WWP's fundraising team. The Major Gifts Specialist ... portfolio of major gift donors and new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal… more
- Alight (TX)
- …and financially secure workforce by unifying the benefits ecosystem across health, wealth , wellbeing, absence management and navigation. With a comprehensive ... the Role** This role provides leadership and guidance to a team of Claims Specialist who work to resolve billing inquiries & discrepancies . Oversee daily planning,… more
- Citigroup (New York, NY)
- Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Specialist , you will manage transactions from inception to ... risk while delivering exceptional service. **Key Responsibilities:** + **Transaction Management :** Structure, negotiate, and execute complex escrow and paying agent… more
- Citigroup (Miami, FL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value ... for strategic advice on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients +… more
- Citigroup (Miami, FL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... for strategic advice on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients +… more