- Regions Bank (Hoover, AL)
- …**Job Description:** At Regions, the Client Solutions Trust Administrator - Private Wealth is responsible for the administration of Personal Trust and Investment ... process pilots to enhance innovation for the team or Wealth Management + Coordinates administrative functions with attorneys, co-trustees,...+ Strong attention to detail + Strong presentation and sales skills _This position may be filled at a… more
- Truist (Mclean, VA)
- …fiduciary support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers ... and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high...assistance within appropriate level of authority. + Support the sales and retention effort by scheduling appointments, conducting follow-up… more
- Truist (Houston, TX)
- …(United States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a ... under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. 2. Develop a… more
- Citigroup (New York, NY)
- …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI (Banking). This individual will be a "wall straddler"… more
- Neuberger Berman (San Francisco, CA)
- **Summaries:** The Wealth Advisor Associate will provide support to seasoned four-person Wealth Advisor Team with over $1.5bn in assets under management. The ... Wealth Advisor Associate will serve as the primary point...experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and… more
- Truist (Atlanta, GA)
- …investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers ... and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high-quality service level to our Wealth clients. Essential… more
- First Horizon Bank (TX)
- …On site in Louisiana or Texas location. **Summary** : We are seeking an outstanding Wealth Leader to join our growing team. The Managing Director will lead teams of ... be responsible for setting market strategy, general supervision, setting and achieving sales goals, profitability metrics, and compliance to the firm's policies and… more
- Fifth Third Bank, NA (Akron, OH)
- …degree or equivalent experience preferred + Minimum of 3 years of successful sales /client service experience in the wealth management services industry + Ability ... career in banking at Fifth Third Bank. Partners with Wealth Management Advisors (WMA) to deliver the Private Bank...activities. Collaborates with WMAs to build their practice through sales support and client service to acquire, deepen and… more
- Citigroup (San Antonio, TX)
- The Wealth Services Team Manager will have direct supervisory responsibilities over licensed and non-licensed associates who are handling inquiries via inbound calls ... from our field sales partners. Responsible for ensuring team members are providing...one observations, scorecard review and performance to goals. The Wealth Services Team Manager will play a key role… more
- Citigroup (San Antonio, TX)
- The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team comprised ... ensures client requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with business partners to… more