- Citigroup (New York, NY)
- …clients preserve, grow and manage their wealth . This role will part of Citi's Wealth Strategy team, reporting into the Head of Wealth Strategy ... priorities for the global wealth business. **Job Description** The Citi's Wealth Strategy team serves as a trusted advisor to senior leadership to address… more
- Citizens (Westwood, MA)
- …and their businesses. In supporting this vision, we are looking to hire a Wealth Strategy Consultant, who will have the opportunity to rotate through the ... Description Citizens Wealth has crafted a strategy to...Description Citizens Wealth has crafted a strategy to transform its business and achieve its...different Home Office functions of Wealth - Office of the CIO, Office of the… more
- JPMorgan Chase (New York, NY)
- …You may also have opportunities to be cross-staffed across the broader Asset & Wealth Management (AWM) Strategy team based on your interests and availability. In ... challenges to the firm. As an Associate on the Strategy & Business Development team, you will manage mission-critical...will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating… more
- JPMorgan Chase (New York, NY)
- …located across 3,500 branches and 20 offices. As the Vice President in the Wealth Management Affluent Strategy and Cross Channel Referral team, you will be ... a fast-paced environment. **Job responsibilities** + Ensure the affluent strategy is aligned to JPMorgan Wealth Management...the affluent strategy is aligned to JPMorgan Wealth Management and lead initiates to activate strategy… more
- City National Bank (San Francisco, CA)
- * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR* *WHAT IS THE OPPORTUNITY?* Responsible for CNB's Wealth Management Product and Program Strategy . ... This individual will be responsible for developing and executing strategies for wealth management products and programs, aligning with client needs and market… more
- City National Bank (Houston, TX)
- …for peer review all client-facing custom designed output. * Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other ... * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This...Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW… more
- Charles Schwab (San Diego, CA)
- …complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income ... Wealth Advisor, you will work with clients to build a comprehensive wealth strategy and provide ongoing advice that aligns with their objectives and adapts to… more
- Bank of America (Walnut Creek, CA)
- …wealth planning engagement process with clients from start to finish + Works with Wealth Strategy Specialists and/or Wealth Strategy Analysts to ... in the marketplace. + Word, Excel, and PowerPoint. + Various Wealth Strategy stochastic models and planning software such as WealthMaster. **Desired… more
- Bank of America (Pennington, NJ)
- …transfer/tax minimization needs **Desired Skills:** + Knowledge of multiple aspects of Wealth Strategy and implementation including: property law, estate and ... Wealth Strategies Advisor Philadelphia, Pennsylvania;Conshohocken, Pennsylvania; Pennington, New Jersey **To proceed with your application, you must be at least 18… more
- Citigroup (New York, NY)
- …to help align resources and solutions for key partners aligned to the Citi Wealth strategy . + Facilitate feedback from internal stakeholders on the needs of ... and making a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across the entire … more
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