- KeyBank (New York, NY)
- …1301 Avenue of the Americas - New York, New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with ... leading family office experience. The Family Office Director : + Works...+ Has a command of the Family Wealth value proposition and family office… more
- Citigroup (Jersey City, NJ)
- …of the annual financial planning and investment prioritization process in coordination with Wealth front office partners + Ensure strong financial controls and ... with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused...Other job-related duties may be assigned as required. **Job Family Group:** Business Strategy, Management & Administration **Job … more
- First Horizon Bank (TX)
- …offers Financial Planning, Investment Management, Brokerage, Trust, Private Banking and Family Office Services to our clients. **Essential Duties:** -Drive ... Texas location. **Summary** : We are seeking an outstanding Wealth Leader to join our growing team. The Managing...offering including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. -Strong written and… more
- Charles Schwab (Southlake, TX)
- …and evolve the Compliance program to ensure alignment with regulatory expectations. The Director , Schwab Wealth Advisory Compliance will serve as a second line ... Compliance to provide an enterprise-wide perspective. The role will report to the Director of Schwab Wealth Advisory Compliance. *This is an individual… more
- BlackRock (Princeton, NJ)
- …equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this ... role with two sets of overlapping responsibilities. The After-Tax Wealth Strategist has the key directive of explaining the...required to work at least 4 days in the office per week, with the flexibility to work from… more
- KeyBank (Cleveland, OH)
- …senior leadership on the relationship * Leads the internal team and works closely with the Family Office Director to implement the client strategy * Is an ... * Has a command of the Family Wealth value proposition and family office...sales on the relationship * Works closely with the Family Office Director to identify… more
- Citigroup (Irving, TX)
- The Technology & Cyber Compliance and Operational Risk Office (TCCORO) at Citi is the firm's reliable second set of eyes. Our mission is to drive comprehensive and ... will have oversight responsibility for a significant portfolio of across the Wealth , USPB and Legacy Franchise organizations. The coverage area responsibilities for… more
- 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
- Citigroup (New York, NY)
- …dealers and auction houses for Advisory business. + Serve as client liaison to Family Office and other parts of bank; increase client involvement in the ... equivalent to senior specialist at auction house or Senior Director at major gallery. + Candidate must have expertise...Los Angeles, CA or New York, NY (Hybrid) **Job Family Group:** Private Client Product Services **Job Family… more
- University of Pennsylvania (Philadelphia, PA)
- …retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and ... resources, and much more. Posted Job Title Director of Content, Office of Communications Job...and life insurance benefits to protect you and your family 's health and welfare. You can also use flexible… more