- Citigroup (Miami, FL)
- … Wealth ") to middle market family office clients with more traditional wealth and asset management needs ("Core Family Office "). The Group's ... coverage and product partners, coordinating CPB's engagement across the Family Office Wealth continuum. The... Leadership Program, to more effectively monetize/drive NCA. **Risk Management :** Show leadership in first line of defense risk… more
- KeyBank (Tarrytown, NY)
- …with high level personal attention * Has a command of the Family Wealth value proposition and family office capabilities ESSENTIAL JOB FUNCTIONS Client ... the Americas - New York, New York 10019 The Family Office Director is a senior advisor...is responsible for the coordination and delivery of all family wealth services and ensures the client… more
- Deloitte (Columbus, OH)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- KeyBank (Cleveland, OH)
- …a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team ... role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated...services and ensures the client receives an industry leading family office experience. While serving UHNW clients,… more
- Deloitte (Columbus, OH)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- M&T Bank (Wilmington, DE)
- …Leadership Development Manager-MDP. **Department Descriptions:** Wilmington Trust's Family Wealth platform provides comprehensive wealth management ... investment management , estate planning guidance, trustee services, family office services, private banking and, through...will entail providing support directly to the President of Family Wealth , Eastern Region and her team… more
- Huntington National Bank (Columbus, OH)
- …of mid-large sized corporations, and institutions (endowments, foundations, family office Preferred Qualifications: + Senior level wealth management ... Description Summary: The Director of Huntington Family Wealth is a member of the Wealth Management Leadership Team responsible for defining and leading… more
- Citigroup (Miami, FL)
- …is responsible for the end-to-end management of issues for Wealth Chief Operating Office , including activation, monitoring remediation, identifying risks ... proactive and timely identification, management , and oversight of issues across Wealth Chief Operating Office in line with firm requirements.** **Identify… more
- Citigroup (Jersey City, NJ)
- …approaches and strategies for the area. This role will support the Citi Wealth Controls team responsible for the Issue Management Program including Issue ... Quality Coordinator (IQC) activities. **Responsibilities:** *Drive proactive and timely identification, management , and oversight of issues across Citi Wealth in… more
- Citigroup (Irving, TX)
- Wealth Management focused on delivering the full...MBA or equivalent graduate studies is a plus **Job Family Group:** Risk Management **Job Family :** ... policies, both local and corporate. + Provide support to Wealth Management Residential Real Estate Risk Lead...written and verbal communication skills + Proficient in MS Office applications (Excel, Word, Power Point) + Desire experience… more
- Arrow Financial Corporation (Glens Falls, NY)
- …duties. Work to support the goals and objectives of the department and Wealth Management group. This position is 100% in office in our Glens Falls, New York ... are looking for an experienced professional to join our Wealth Management Operations team as a: ...Management Operations preferred Skills/Knowledge: > Proficient in Microsoft Office Suite: Word, Excel, Outlook and PowerPoint; ability to… more
- Citigroup (Irving, TX)
- …design of new products to the end-to-end customer experience. + **Strong knowledge of wealth management front office and operations preferred.** + **Ideal ... preferred + Effective verbal, written and negotiation skills + Effective project management skills + Effective influencing and relationship management skills +… more
- Arrow Financial Corporation (Glens Falls, NY)
- …experienced professional to join the Trust and Wealth Services team as a: Wealth Management Support Admin Assistant This opportunity may be perfect for you ... Trust and Wealth Services department in our Wealth Management Division, you would be responsible...written and verbal; comfortable communicating with clients, co-workers, and management > Proficient in Microsoft Office Suite:… more
- Citigroup (New York, NY)
- …experience and expertise in Data Governance. + Deep knowledge of the Wealth Management business. + Previous experience with regulatory agencies. **Skills** ... The Wealth Data Lead is a leadership position in...tools. **Job Family Group:** Data Governance **Job Family :** Data Senior Management **Time Type:** Full… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- Citigroup (New York, NY)
- …in audit, control, compliance or regulatory management in the banking or wealth management industry. + Previous experience of interacting and working with ... (writing and editing documentation). + Experience working in the wealth management preferred. + Minimal travel may...Other job-related duties may be assigned as required. **Job Family Group:** Risk Management **Job Family… more
- Fifth Third Bank, NA (Columbus, OH)
- …the entirety of the client's and prospects current financial structure (estate & wealth transfer, family tree, business entity, etc.) by leveraging Life360 and ... Fifth Third Bank. GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth Third's discovery experience… more
- Arrow Financial Corporation (Glens Falls, NY)
- …team! Currently, we are looking for an experienced professional to join the Trust & Wealth Services team as: Wealth Management Officer This opportunity may ... to Meet Deadlines About this position: Responsible for administration of Wealth Management accounts including providing excellent customer service, maintaining… more
- Citigroup (New York, NY)
- …degree, potentially Masters degree **Job Family Group:** Finance **Job Family :** Balance Sheet Management **Time Type:** Full time **Primary Location:** ... Wealth Business Treasury is a global team that...broader finance teams on topics related to FTP, Liquidity management , IRR and overall B/S return optimization. With the… more