- RWA Wealth Partners LLC (Newton Center, MA)
- …and personal growth, consider joining us at RWA Wealth Partners. Role Overview The Client Officer is a key point of contact for a client relationship ... deliverables such as account opening and account maintenance. Meet with the Wealth Advisor and Client Officer team regularly to provide status updates on … more
- Neuberger Berman (New York, NY)
- **Position Overview:** The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, ... management. This leader acts as the connective tissue across Private Wealth , Technology, Operations, Compliance, Finance, and client -facing teams to source… more
- Baldwin Management (Conshohocken, PA)
- …Job Description Department: Operations / Marketing Reports To: Chief Compliance Officer , Director of Technology, or Managing Director (as applicable) Position ... Coordinate the production, updating, and distribution of marketing and client -facing materials, including presentations, newsletters, fact sheets, website updates,… more
- JPMorgan Chase (New York, NY)
- …will join the Portfolio Analytics team within Wealth Management's Chief Investment Officer Team ( Private Bank CIO Team), reporting to the Head of ... Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services. The...in 2015 by Euromoney as the world's best global private bank, with more than 1,800 client … more
- JPMorgan Chase (New York, NY)
- …and innovative Equity Portfolio Management team within Wealth Management's Chief Investment Officer Team ( Private Bank CIO Team), reporting to the Head of ... Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services. The...in 2015 by Euromoney as the world's best global private bank, with more than 1,800 client … more
- Raymond James Financial, Inc. (New York, NY)
- …relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset ... of risks and regulations in all aspects of the Private Client and Asset Management . Risk...financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure to front-office… more
- Citigroup (Washington, DC)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding ... The Investment Relationship Officer is a seasoned professional role. Applies in-depth...by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class… more
- Citigroup (Chicago, IL)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding ... The Investment Relationship Officer is a developing professional role. Deals with...team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class… more
- Citigroup (New York, NY)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- City National Bank (New York, NY)
- * PRIVATE BANKING OFFICER II* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or ... Wealth Management, International, Treasury Management, or to a Private Banker. Maintain complete knowledge of all bank products...or equivalent * Minimum 7 years of experience in client service, banking operations or Private Banking… more
