- JPMorgan Chase (New York, NY)
- …As a Head of Private Wealth Alternatives Vice President within the client service team you will act as a senior leader responsible for overseeing and ... and alternative investments to deliver exceptional client service to our investors. **Job responsibilities**...to our investors. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team… more
- Kestra Financial (Castle Rock, CO)
- Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship ... + Supports the advisors of a large book of business including managing client needs regarding service , administrative tasks and insurance underwriting + Manage… more
- T. Rowe Price (New York, NY)
- …strategies that directly result in new AUM. + Help solidify placement of alternative products on intermediary client platforms; this may include building the ... Management Executive leadership team to ensure close partnership between existing TRP Wealth Management Field sales team(s) and the Alternatives Field Sales… more
- Truist (Mclean, VA)
- …to the client and appropriate Truist teammates. Leads comprehensive HNW wealth planning and strategy, typically with families with assets under management at ... personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative… more
- Citigroup (New York, NY)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth… more
- Citigroup (Downey, CA)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth… more
- Citigroup (San Francisco, CA)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients… more
- BMO Financial Group (Minneapolis, MN)
- …the desired client experience. + Applies well-developed consultative sales and wealth planning priniples, practices and techniques in client interactions. + ... financial planning, encompassing estate planning, tax strategies, charitable giving alternatives , and business continuity strategies.** **Having JD/CFP/CPA designations is… more
- Citigroup (Bronxville, NY)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... Citi Global Wealth brings together the full power of Citi...of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources… more
- Kestra Financial (Cypress, TX)
- …and growing wealth planning firm in Cypress, Texas, is seeking an Associate/ Service Wealth Advisor for a great opportunity for the right person. This ... + Supports Lead Advisor of a large book of business, including managing client needs regarding service , asset allocation, case design, and financial planning… more
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