- Comerica (Farmington Hills, MI)
- …Compliance/Risk Management: Complete consultations with trust advisors in personal wealth , professional alliances and personal trust assisting with resolution of ... providing suggested steps to remediate issues. Review more complicated estate planning documents that require an understanding of Comerica's responsibilities as well… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... data subject rights request processes and coordinate effective incident response planning . + Partner with technology teams to establish privacy engineering controls… more
- Robert Half Finance & Accounting (Mount Kisco, NY)
- Description We are looking for an experienced Controller to join a dynamic wealth management firm. This position offers an exciting opportunity to oversee the ... best practices. * Collaborate with the team to provide financial planning , tax coordination, and accounting services to high-net-worth clients. * Contribute… more
- Truist (Mount Pleasant, SC)
- …for clients who have passed away. Collaborate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service ... to our Wealth Clients and their beneficiaries. Essential Duties and Responsibilities...Estate Support Specialist, trust experience, investment, banking or financial planning -related client service experience, or equivalent outside experience 2.… more
- Brokers International (Urbandale, IA)
- …insurance products, to help us expand our reach and provide a more holistic planning service to agents and agencies across the industry. Under the leadership of ... the nation's leading independent distributors of life, health, and wealth insurance products. With a strong Insurtech focus, we...purpose: to help people protect their life, health and wealth so they can prepare for the good days… more
- Robert Half Finance & Accounting (Latham, NY)
- Description An independent wealth management firm with $500+ AUM is seeking a Tax Director/Manager to join their growing firm. In this role you will work in ... conjunction with the wealth management team to... management team to provide comprehensive tax and financial planning to the firm's clients. Requirements Experience completing high… more
- Stanley Black and Decker (Jackson, TN)
- …improvements across all DC functions. You'll also get to: + Provide leadership, planning , and oversight of the Quality Assurance department and its team members. + ... your skills along multiple career paths. + _Learn:_ Have access to a wealth of learning resources, including our digital learning portal. + _Belong:_ Experience an… more
- BMO Financial Group (AZ)
- …+ Managed Accounts + Marked Linked CDs + Unit Investment Trust + Retirement planning + Fee Based Account annual reviews **Financial** + Responsible for the continued ... recommendations based off client suitability, time frame, and goals + Provides wealth and investment-related sales and service to BMO customers or prospects.… more
- JPMorgan Chase (Boston, MA)
- …standing at the intersection of finance and technology-and at the cutting edge of wealth management. We've been making rapid progress on our mission: to break down ... regular performance reports to management to inform decision-making and strategic planning . + Develop, maintain, and communicate a comprehensive Issues List for… more
- BlackRock (San Francisco, CA)
- …technology, our clients turn to us for the solutions they need when planning for their most important goals **.** **About Client Experience** Our mission within ... service delivery, and onboarding teams bringing new business onto our platform, 2. ** Wealth ** , differentiated capability for both Whole Portfolio and Wealth … more