- JPMorgan Chase (Columbus, OH)
- …strong business results. As a Practice Management Consultant within the JP Morgan Wealth Management team, you will be responsible for supporting the development of ... Practice Management **Behaviors of Business Development, Business Management, Financial Planning , Investment Acumen, Relationship Management and Service. This role… more
- Truist (Atlanta, GA)
- …one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth , etc.). The LOB Strategic Execution and Business Management Lead will support ... functions. 1. 12+ years overall experience and background in strategic planning , consulting, and investment banking preferred 2. Prior experience and/or… more
- Citigroup (San Francisco, CA)
- …coordinate client events + Client/prospect meetings - Organize the pre-call planning , organizing post-meeting notes, and maintain all client call records including ... offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi's… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts & ... The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates...review and establish tax policies, provide insights on complex planning and compliance scenarios, and evaluate the effects of… more
- JPMorgan Chase (Dallas, TX)
- …countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community ... by Euromoney , and we have been specifically recognized for our succession planning , advice and trust services. Job Responsibilities + Analyze trust documents for… more
- Citigroup (Palo Alto, CA)
- …coordinate client events + Client/prospect meetings - Organize the pre-call planning , organizing post-meeting notes, and maintain all client call records including ... offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi's… more
- Wipfli LLP (Denver, CO)
- …respective state in which they are practicing + Knowledge and understanding of wealth transfer planning vehicles + Experience and knowledge of comprehending ... trust agreement language + Experience and knowledge of income tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts + Intentionally defective grantor trust + Qualified Personal… more
- Wipfli LLP (Detroit, MI)
- …respective state in which they are practicing + Knowledge and understanding of wealth transfer planning vehicles + Experience and knowledge of comprehending ... trust agreement language + Experience and knowledge of income tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts + Intentionally defective grantor trust + Qualified Personal… more
- JPMorgan Chase (Jersey City, NJ)
- Wealth Plan is a leading personal finance management tool that empowers clients to take control of their financial journey as well as collaborate with a financial ... advisor . We focus on delivering innovative, data-driven solutions that enhance financial planning and elevate customer experiences. Join us in shaping the future of… more
- Truist (Atlanta, GA)
- …while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities. ... Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful… more