- Bank of America (Greenwood Village, CO)
- Wealth Management Specialist - NPD Greenwood Village, Colorado **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Zions Bancorporation (Houston, TX)
- …Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division within the bank that offers comprehensive financial ... planning, and risk management. The primary goal of a wealth management group is to help clients grow and...client relationships, with a proven history of successfully exceeding sales targets. + Process a keen understanding of financial… more
- Zions Bancorporation (San Diego, CA)
- …"Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers ... planning, and risk management. The primary goal of a wealth management group is to help clients grow and...client relationships, with a proven history of successfully exceeding sales targets. + Process a keen understanding of financial… more
- City National Bank (Beverly Hills, CA)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through ... coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and… more
- Bank of America (Charlotte, NC)
- Credit Manager, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina;Chicago, Illinois **Job Description:** At Bank of America, we are ... the end-to-end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration...The purpose of the CM is to collaborate with sales , credit and risk partners to deliver custom credit… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Citigroup (New York, NY)
- … Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust principles, financial planning concepts ... Citi Wealth services a large number of UHNW relationships...lending opportunities. This individual will also work closely with Sales leadership to help identify client engagement opportunities to… more
- Capgemini (New York, NY)
- AI & Data Lead with Wealth & Investment Management Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd ... : New York** **Job Description** Job Title: AI & Data Lead with Wealth & Investment Management Experience Level: 12+ Years Industry: Banking/Financial Services - … more
- Bank of America (Northbrook, IL)
- Wealth Management Specialist - NPD Northbrook, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Capco, a Wipro Company (New York, NY)
- …passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to ... transform the way wealth and asset managers service their clients. As technology...+ Strong ability to identify, qualify, shape and close sales opportunities and achieve sold revenue targets + Outstanding… more