- Citigroup (Jacksonville, FL)
- The Head of US Citigold/Citi Private Client Wealth Supervision manages a team of over 50 FINRA-licensed colleagues responsible for the supervisory oversight ... detect violations thereof. As the Head of US Citigold/Citi Private Client Wealth Supervision, candidate...risk mitigation actions are in place and escalate to senior management as appropriate + Provide supervision of Risk… more
- Bank of America (Miami, FL)
- …for the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to ... Private Wealth Market Client Relationship Manager Miami, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- JPMorgan Chase (New York, NY)
- …to better define, focus and realize their goals. As a Head of Private Wealth Alternatives Vice President within the client service team you will act as a ... Alternatives you will be able to use your expertise in private wealth and alternative investments to deliver exceptional client service to our investors.… more
- Citigroup (New York, NY)
- …team including, but not limited to, the Citi Global Wealth business (eg, Citi Private Bank, Citigold, Citigold Private Client , Wealth at Work), ICRM, ... The individual in this Citi Wealth role will work as a senior...US and international regulators, but also with the multiple client constituencies. This person will work closely with Business… more
- KeyBank (Brooklyn, OH)
- …of complex, high-visibility user flows and interactions for Key Private Bank, Key Private Client , Family Wealth , and Key Institutional Services. You will ... **Location:** 4910 Tiedeman Road - Brooklyn, Ohio 44144 Senior Designers on the Experience Design team bring...Design team bring a user-centered design sensibility to KeyBank's client experiences. We are seeking an accomplished, collaborative, and… 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 ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (New York, NY)
- …comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth ...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- Citigroup (Los Angeles, CA)
- …comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth ...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… 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 ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...and alternative investments with wealth planning and private banking services to optimize client service… more
- Citigroup (Jacksonville, FL)
- …in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace ... The Wealth Deposits and Lending Control Testing Team is...communication skills required to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… 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 ... Citi Global Wealth brings together the full power of Citi...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning… more
- Citigroup (Bronxville, 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 ... through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE...+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning… more
- Citizens (Boston, MA)
- …record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on ... client 's unique circumstances. The Ultra-High Net Worth (UHNW) Wealth Advisor will collaborate closely with a Senior...Wealth Advisor to support the growth of the private bank's UHNW client segment, contributing to… more
- HUB International (Bethesda, MD)
- …an opportunity for a ** Client Service Associate** to join our Retirement and Private Wealth team in our **Bethesda, MD** office. The selected individual will ... risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning...forms + Run reports and provide status updates to senior client service associate(s) on new account… more
- Citizens (Johnston, RI)
- …record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on ... Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC Private Bank organization, you will ... Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition **Competencies** Business Acumen, Client Relationship Management,… more
- Fifth Third Bank, NA (Columbus, OH)
- …and help to maintain, in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect. This represents the team's best thinking ... into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third...based upon company, line of business and/or individual performance. Sr Wealth Planning Analyst Total Base Pay… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews ... to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized… more
- Grant Thornton (Dallas, TX)
- Private Wealth Services Tax Senior Manager As the Private Wealth Services Tax Senior Manager, you'll lead the team's production of primary and ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make...and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From… more