- Citigroup (San Francisco, CA)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of ... compensation, hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Group Executive 's primary focus is to ensure… more
- JPMorgan Chase (San Francisco, CA)
- Wealth Planning & Advice is a group of...and exchange funds) will also be a plus. As the Executive Director, Wealth Planner within JP Morgan ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex… more
- JPMorgan Chase (Summit, NJ)
- …you with 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 ... internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice capabilities the...and Capabilities** + Strong presentation skills in one-on-one and group meetings + Ability to coach colleagues, client advisors… more
- Citigroup (New York, NY)
- … Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, arranging ... to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls + May prepare… more
- Truist (Houston, TX)
- …relevant practice management models. 6. Relevance: Actively engage in Advice and Planning Group and regional Wealth meetings and conference calls. Share relevant ... in the growth and development of teammates within the Advice and Planning Group and across Truist Wealth . Regularly collaborate, offer guidance, suggestions, and… more
- Truist (Philadelphia, PA)
- …relevant practice management models. 6. Relevance: Actively engage in Advice and Planning Group and regional Wealth meetings and conference calls. Share relevant ... in the growth and development of teammates within the Advice and Planning Group and across Truist Wealth . Regularly collaborate, offer guidance, suggestions, and… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex… more
- Citigroup (Miami, FL)
- The Market Executive (ME) Function Group Manager is a...a Managing Director role and is part of the Wealth at Work leadership team. The ideal candidate is a ... of a professional client base. + Ensure staff is well-trained on Wealth at Work products and services, effectively communicating the "Citi" value proposition.… more
- Neuberger Berman (New York, NY)
- **Summary:** The Neuberger Berman Estate and Wealth Planning Group , comprised of in-house certified financial planners and estate planning attorneys, is the ... centralized planning group responsible for constructing and delivering estate planning advice...responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm.… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original Agency ... In June of 2021, we partnered with Integrity Marketing Group , the nation's largest independent distributor of life and...of accelerated growth and success. Job Summary As the Wealth Project Manager, this individual will play a pivotal… more