- Unknown (Phoenix, AZ)
- …advisors and subject matter experts, supporting the delivery of comprehensive financial advice to high - net - worth and ultra - high - net - worth ... from seasoned industry leaders and a commitment to contributing to a collaborative, high -performance team environment. Travel Percent Less than 10% Functions Finance more
- Unknown (Phoenix, AZ)
- …-value partnerships, ensuring the delivery of best-in-market offers tailored to the needs of ultra - high - net - worth clients. The Head will also be tasked ... with driving innovation in lifestyle offerings, designing impactful campaigns, and working cross-functionally to integrate services seamlessly. Strategic leadership, a strong understanding of the dining industry, and a proven track record in commercial and… more
- Unknown (Phoenix, AZ)
- …project phases, and a luxury client-caliber professional, comfortable working with ultra - high - net - worth individuals. Responsibilities include full-cycle ... will be responsible for leading the end-to-end process of creating resilient, high -design retreats in remote and coastal environments. This role demands a… more
- Unknown (Phoenix, AZ)
- …fundraising campaign, with a primary focus on securing major gifts from ultra - high - net - worth individuals, foundations, and corporate partners. ... fundraising professional with a proven track record in managing high -level campaigns, building strategic relationships, and effectively communicating complex… more
- Vanguard (Scottsdale, AZ)
- …client needs and share insights with Relationship Managers. + Deliver high -quality, efficient service while anticipating client needs and offering proactive ... solutions. + Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous service improvement with the business. + Build expertise in Vanguard products, services, and industry trends to… more
- BMO Financial Group (Scottsdale, AZ)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. + Provides customized advice and specialized planning services… more
- City National Bank (Phoenix, AZ)
- …ESCALATION MANAGER* WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra - high net worth clients that will require additional white ... executive level presentations and reporting * 5 years of experience working with high - net worth clients * Excellent leadership and written and verbal… more
- US Bank (Scottsdale, AZ)
- …work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Thorough ... for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and… more
- US Bank (Scottsdale, AZ)
- …work experience - 10 or more years of experience in high and ultra - high net worth client wealth management activities Preferred Skills/Experience - ... **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and… more
- Capital One (Phoenix, AZ)
- …Strong analytical skills and extremely strong attention to detail + Experience working with ultra high net worth individuals + Entrepreneurial, ... of human experts and the convenience of the latest interfaces to help high -performance people actualize the full potential of their lives. It's concierge, reimagined… more
