- Citizens (Charlotte, NC)
- Description Citizens Capital Markets & Advisory (CM&A) is seeking a Managing Director with sector expertise and transaction experience in FIG - RIA ... and drive new business origination and prospecting efforts. The Managing Director plays an integral role in...integral role in Citizens' efforts to build a leading advisory position within RIA /Wealth Management and other… more
- BMO Financial Group (Chicago, IL)
- …2 days/week in Chicago. **Job Description** Under the direction of the Managing Director , US Tax Planning and Advisory , the Senior Manager, US Tax ... knowledge or skills and working with Managing Director , US Tax Planning and Advisory , to... role + Comfort with tax research tools including RIA Checkpoint and Bloomberg Tax + Knowledge of LAN… more
- Bank OZK (Fort Lauderdale, FL)
- …in self-sourcing investment management assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with ... capabilities. + Creates market-wide business development plan in conjunction with the Managing Director , Chief Development Officer, Investment Advisors, and… more