- Truist (Miami, FL)
- …with multiple priorities + Strong understanding of banking, lending, commercial and wealth management solutions + Excellent interpersonal and relationship ... in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....in interfacing with clients. The teammate will support workload management , and triage and delegate client and advisor operational… more
- Truist (Wilson, NC)
- …NC. This position performs assigned duties within Securities Operations unit for the Wealth Management business. This position will also be cross-trained in ... equivalent education and related training. 2. Two or more years of Wealth Management experience. 3. Knowledge of securities operations. 4. Good verbal and… more
- Fox Rothschild LLP (Atlanta, GA)
- …As a member of the Client Services Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of ... to ensure seamless transfer of information. + Facilitates the management of client specific data to enhance the overall...employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the… more
- City National Bank (Jersey City, NJ)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of ... Wealth Management , is a leadership role as...Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant (CPA) Or… more
- Citigroup (New York, NY)
- …activities for high profile clients + Provide administrative assistance for sales management teams + Ensure sales team compliance with local regulations + ... Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to… more
- Truist (Philadelphia, PA)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... level certification programs such as Chartered Financial Analyst, Accredited Asset Management Specialist , Certified Financial Planner, Certified Trust and… more
- Truist (Charlotte, NC)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...* 8 or more years of sales and client management experience in Wealth Management … more
- Truist (Chattanooga, TN)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...+ 8 or more years of sales and client management experience in Wealth Management … more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located ... is 30-40% client facing and works closely with other Wealth Management team members, especially wealth...methods. + Employs expert knowledge as a generalist or specialist of capital markets and investment management … more
- JPMorgan Chase (New York, NY)
- …strategic decision-making. As a Vice President, Risk Data & Infrastructure within JP Morgan Wealth Management , you will leverage the firm's core data mart to ... Join our dynamic team as a Data Analytics Specialist , where you'll leverage our core data mart...and recommendations to senior stakeholders, including Chief Risk Officers, Wealth Management executives, and other decision-making forums.… more