• Sr. Audit Manager- Wealth Management

    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 an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
    City National Bank (05/28/25)
    - Related Jobs

  • Citi Wealth - VP, Portfolio Consultant

    Citigroup (Miami, FL)
    …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will manage the implementation of ... Citi Global Wealth investment products to identify unusual concentrations of individual...advisors to identify asset allocation gaps and with product specialist to define strategies to close such gaps. +… more
    Citigroup (05/30/25)
    - Related Jobs

  • Senior Wealth Strategist

    BMO Financial Group (Winnetka, IL)
    Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax,… more
    BMO Financial Group (05/14/25)
    - Related Jobs

  • Wealth Strategist

    Zions Bancorporation (Las Vegas, NV)
    …Family Office offering. The ideal candidate will have a strong background in financial planning , estate planning , wealth transfer planning , family office ... specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods. + Strong analytical and problem-solving… more
    Zions Bancorporation (05/22/25)
    - Related Jobs

  • Senior Trust Advisor - Truist Wealth

    Truist (Greenwich, CT)
    …high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both ... change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to...with client or prospect goals and objectives. Utilize other specialist where appropriate. + Proactively engage with clients to… more
    Truist (05/31/25)
    - Related Jobs

  • Private Wealth Advisor / Director

    BMO Financial Group (Scottsdale, AZ)
    …of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to craft ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
    BMO Financial Group (05/30/25)
    - Related Jobs

  • Senior Private Banker / BMO Wealth…

    BMO Financial Group (Indianapolis, IN)
    …visibility in the marketplace. + Works in a deal team environment using planning -based approach to develop and execute the growth and retention strategy the ... trends to inform decision-making. + Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help… more
    BMO Financial Group (04/04/25)
    - Related Jobs

  • Managing Director, Wealth Management

    BMO Financial Group (Winnetka, IL)
    …visibility in the marketplace. + Works in a deal team environment using planning -based approach to develop and execute the growth and retention strategy the ... client experience. + Demonstrates an in-depth understanding of the financial planning /advisory approach utilized in managing client relationships. + Demonstrates an… more
    BMO Financial Group (05/21/25)
    - Related Jobs

  • SVP, Lending Advisor - Citi Wealth

    Citigroup (San Francisco, CA)
    …**Responsibilities:** + The IF Transactor is an experienced lending product specialist and Credit Officer within the Investment Finance business, with direct ... and sale of the full Product range, including client calling and account planning in partnership with Private Bankers + Understand and anticipate clients' needs,… more
    Citigroup (05/14/25)
    - Related Jobs

  • Senior Investment Portfolio Manager…

    BMO Financial Group (Barrington, IL)
    …programs of varying scope and type, including readiness assessments, planning , stakeholder management, execution, evaluation and sustainment of initiatives. + ... requirements. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks… more
    BMO Financial Group (05/14/25)
    - Related Jobs