- Citigroup (Washington, DC)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of ... hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Mgmt Manager primary focus is to ensure corporate strategy… more
- JPMorgan Chase (New York, NY)
- Wealth Planning & Advice (WP&A) is a group of experts in trusts & estates, tax planning, financial planning, and planning in related areas for individuals and ... with advisors and their clients to educate them about wealth planning opportunities both simple and complex. We provide...ACOE will work closely with our Athlete Council (a group of retired professional athletes who are passionate about… more
- Truist (Charlotte, NC)
- …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 (Mclean, VA)
- …relevant practice management models. + 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
- Equitable (Stamford, CT)
- Wealth Management Associate - Retirement Benefits Group CT, Stamford/Shelton/Milford (5097) ( 2400003R ) **Primary Location** : UNITED STATES-CT-Stamford ... is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public...senior partner in a firm model, to employee and executive benefits and other specialized areas of focus +… more
- Citigroup (New York, NY)
- ** Group Description:** Citi Treasury manages the balance sheet, capital, and liquidity of Citigroup; manages and provides corporate oversight of liquidity, interest ... risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet… more
- Citigroup (Jersey City, NJ)
- …for clients and advisors. The ideal candidate will be a transformative technology executive with deep experience in wealth management, investment platforms, and ... Citi Global Wealth is a leading provider of financial solutions...or equivalent experience + Master's degree preferred **Job Family Group :** Technology **Job Family:** Applications Development **Time Type:** Full… more
- Umpqua Bank (Denver, CO)
- …clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function as a "hub" or "second floor" advisor ... Senior Wealth Advisor Wealth Management Portland, Oregon...required. + 5+ years of experience as an investment executive , financial advisor, certified financial planner, investment advisor Representative,… more
- Citigroup (Jersey City, NJ)
- …We Take Ownership, We Deliver with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused on serving the needs of ... clients across the entire wealth spectrum. It has been...CGWT Business Execution Lead (BEL) is responsible to lead executive -level strategic and operational analysis across the global team,… more