• Head of Private Bank and Wealth Data

    Citizens (Johnston, RI)
    …proposition and benefits. + Strong understanding of Privacy as well as Risk & Control requirements for High Net Worth and Ultra High Net Worth ... Description In the Head of Private Bank and Wealth Data role, you will be tasked with...analytics enablement needs of the Private Bank and Private Wealth Division as part of the Enterprise Data &… more
    Citizens (06/02/24)
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  • Merrill Financial Solutions Advisor - Providence,…

    Bank of America (Providence, RI)
    …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...across the business to increase opportunities for affluent and high net worth client acquisition… more
    Bank of America (04/19/24)
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  • Tax Director - Private Client Services -…

    Cherry Bekaert (West Warwick, RI)
    …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and succession, planning… more
    Cherry Bekaert (04/20/24)
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  • Assistant Director of Research and Pipeline…

    Providence College (Providence, RI)
    …of hedge funds, venture capital, and private equity for the purpose of determining net worth . + Assist the director in developing plans and strategies for ... efficiently analyze complex financial disclosure documents, real estate, and other wealth indicators for the purpose of determining accurate capacity ratings.… more
    Providence College (05/30/24)
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