- HUB International (Traverse City, MI)
- …of experience, special relationships with carriers, and enthusiasm for boating. **About the Role:** ** PCG ( Private Client Group ) Account Manager:** The ... **About Specialty Program Group :** Our goal is to partner with industry-leading...endorsements, diary information, follow-up if necessary, answer questions/concerns for client . + **Assist:** With PCG accounts or… more
- Raymond James Financial, Inc. (New York, NY)
- …environment. . Builds trusted relationships with senior leadership, including executive management of the Private Client Group ( PCG ), the firm's wealth ... Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies . Risk governance structure… more
- Huntington National Bank (Fairlawn, OH)
- Description Summary: The Trust Advisor III, as part of Huntington's Private Client Group ( PCG ) assesses and profiles the high net worth customer's total ... banking, investment, or insurance products and services + Knowledge of Private Financial Group products is beneficial. + Must have excellent written and verbal… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …collaboration and mutual success. We are looking for a Manager, HR Business Partner to support our Private Client Group ( PCG ). In this role, you'll be a ... HR Centers of Expertise (COEs) on the delivery of talent solutions, ensuring client needs are tailored and actionable within the business context. KSA: + Applies… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …The AdvisorChoice Consulting department is the growth engine of the Raymond James Private Client Group and responsible for recruiting successful financial ... we need to continually improve our offering to stay ahead of competition. PCG is the largest segment within Raymond James supporting financial advisors who provide… more
- Raymond James Financial, Inc. (New York, NY)
- …+ Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed ... and timely manner + Provide guidance and mentoring to less-experienced peer group members **Knowledge, Skills, and Abilities** **Advanced knowledge of:** + Concepts,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …transition into a full-time role at Raymond James after graduation. **Department Overview** The Private Client Group is the largest segment within Raymond ... a variety of tasks relating to the collection and processing of various client account statements used to support our FA retention program. **Job Summary** Under… more
- Raymond James Financial, Inc. (New York, NY)
- …Responsibilities** + Executes the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country. + ... Provides detailed documentation of testing in branch exam system and related work papers. + Ensures prescribed sample methodologies are used and resulting sample sizes provide an adequate reflection of the activity being tested. + Uses professional judgement… more
- Truist (Charlotte, NC)
- …the Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. ... America) **Please review the following job description:** The Wealth Private Advisor's primary responsibility is to deepen client...The Wealth Private Advisor will coordinate with PCG FAs… more
- Public Consulting Group (Sacramento, CA)
- Public Consulting Group LLC ( PCG ) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and ... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the US-all committed to delivering solutions that… more