- Children's Hospital Los Angeles (Los Angeles, CA)
- …**Candidates must reside in California. **Schedule:** Days **Purpose Statement/Position Summary:** The Net Assets Strategist plays a critical role in ... budget, monitor, and report on the use of restricted assets in alignment with donor intent and regulatory requirements....perspectives and backgrounds allow us to better serve our patients and create a strong community at CHLA. General … more
- JPMorgan Chase (Summit, NJ)
- …the opportunity to take your career to the next level. As a Wealth Strategist you will be responsible for delivering the firm's wealth planning resources to clients ... in an easily digestible, conversational manner + Be comfortable working with high net worth and ultra-high net worth individuals/families, and have experience… more
- Wells Fargo (New York, NY)
- … general trust administration, specialty trusts, custody, tax, specialty assets , regulatory, privacy, ecommerce, deposit relationship and strategy, and business ... **(BL&T)** unlocks access to Wells Fargo Bank products and services to high- net -worth and ultra-high- net -worth individuals and families based on needs related… more
- Truist (Houston, TX)
- …America) **Please review the following job description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and strong ... complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under management at Truist of $25MM and above. Partners with… more
- Saint-Gobain (Malvern, PA)
- …with stakeholders to manage the Collibra data marketplace, ensuring trusted data assets are published, discoverable, and aligned with business needs. + Support data ... of Collibra's roles and responsibilities and how they support stewardship, asset certification, and governance enforcement + Experience in software development using… more
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