- Citigroup (San Francisco, CA)
- …regional coverage and product partners, coordinating Wealth 's engagement across the Global Family Office Wealth continuum. The client base ranges from ... private clients with an institutional profile and wallet ("Institutional Wealth ") to middle market family office clients with more traditional wealth… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …white-glove service across wealth management, financial planning, lending strategy, and family office services. Interested in learning more? Reach out to ... years of experience in a client-facing role, ideally in a multi- or single- family office , private wealth , or high-end financial services environment + Clear,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Finance, or a related field + 4-6 years of accounting experience, preferably in family office , private wealth , or public accounting + Proficiency in ... Description Job Title: Senior Accountant - Family Office Location: San Francisco, CA...delivering high-quality work that helps clients manage and preserve wealth . Key Responsibilities + Maintain general ledgers and record… more
- BMO Financial Group (Palo Alto, CA)
- …that have prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management, Family Office , RIA Firms with past operations ... or support knowledge.** Gathers and analyzes investment performance data, communicates results to clients, pension consultants, and management. Verifies fund result accuracy, monitors trends, and reviews and recommends benchmarks and/or peer groups for… more
- Zions Bancorporation (Salt Lake City, UT)
- …ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and ... the talent; we bring the opportunity. We are seeking an experienced and highly motivated ** Wealth Strategist** to join our team and help with our Family … more
- Robert Half Finance & Accounting (Oklahoma City, OK)
- …attention to detail, organizational skills, and discretion Prior experience in a family office , wealth management, or private accounting environment ... ability to handle sensitive financial information. * Previous experience in family office , wealth management, or private accounting environments is highly… more
- KeyBank (Cleveland, OH)
- …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue ... gen * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for...Leads the internal team and works closely with the Family Office Director to implement the client… 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 ... individuals and family offices through Citi Private Bank, operates in the...segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global … more
- Citigroup (Downey, CA)
- 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 ... individuals and family offices through Citi Private Bank, operates in the...segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global … more
- Citizens (Westwood, MA)
- Description The Private Wealth Service and Support Specialist is responsible for providing white-glove, end-to-end processing and servicing to Private Wealth ... customer loyalty and drive business development opportunities. The Private Wealth Service and Support Specialist will also serve as...5:00 PM ; Occasional OT Optional + 100% in office until fully trained and then 4 days in… more
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