- BMO Financial Group (Newport Beach, CA)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
- HSBC (New York, NY)
- …and cross-border tax planning, business succession, philanthropy, family governance, and family office advisory. Wealth Planning & Advisory partners with ... our communities and the planet we all share. The Wealth Planner is a contributing member of HSBC's ...(WPA) team of global trust, estate planning, financial planning, family governance, philanthropy, and family office… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …for this opportunity. Our client, a prestigious private investment firm, specializes in family office services and personalized wealth management, overseeing ... and state partnership tax returns. + In-depth knowledge of family wealth planning and equity compensation models....+ IT competency, especially with tax software and Microsoft Office ; familiarity with Salesforce is a plus. Please contact… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …consideration for this opportunity. Our client, is a private investment firm, offers family office services and personalized wealth management, they manage ... especially with federal/state partnership tax returns. + Comprehensive understanding of family wealth planning and equity compensation models. + Excellent… more
- Morgan Stanley (Alpharetta, GA)
- …Strategy, Ultra High Net Worth Business Development / Events, Family Office , Strategic Client Management, and International Wealth Management (IWM). The ... a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including… more
- BlackRock (San Francisco, CA)
- …depth and breadth of BlackRock to deliver investment solutions that are aligned with family office priorities. From preserving wealth to maintaining cash ... **About this role** **Head of Family Office -West Coast** The Family Office (FO) team is in the Americas' Institutional Business and is responsible for… more
- Zions Bancorporation (Dallas, TX)
- …ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and ... we bring the opportunity. We are seeking an experienced and highly motivated Senior Wealth Planning Strategist to join our team in Dallas, TX and help with our… more
- Morgan Stanley (Purchase, NY)
- …is an important part of our culture. The Morgan Stanley Family Office (MSFO) Group within Private Wealth Management is responsible for delivering solutions ... benefit programs. **Job:** ** Wealth Management* **Title:** *Morgan Stanley Family Office Strategy & Business Management Associate* **Location:** *New… 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
- 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
- Citizens (Tarrytown, NY)
- …structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Citizens Private Wealth ... Description Citizens Private Wealth is a leading wealth management...marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national… more
- Citigroup (Miami, FL)
- …This role is responsible for the end-to-end management of issues for Wealth Chief Operating Office , including activation, monitoring remediation, identifying ... **Drive proactive and timely identification, management, and oversight of issues across Wealth Chief Operating Office in line with firm requirements.**… more
- Citigroup (Pleasant Hill, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Private Bank, operates in the...segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global … more
- Citigroup (Paramus, NJ)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Private Bank, operates in the...segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global … 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
- Citigroup (New York, NY)
- Citi Wealth is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. Citi Wealth covers all of Citi's go-to-market ... Wealth Management - Citi Private Bank, Citi Wealth at Work, and Citigold. It serves over 500,000...executing our strategy against the high-net-worth segment. The COO office focuses on the execution of key growth initiatives… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking talent to join the 2025 Wealth & Investment Management (WIM) Development Program. Learn more about the career areas and ... lines of business at wellsfargojobs.com **Business Overview** Wealth & Investment Management, or WIM, is one of...analytics, project management, consulting, and beyond in a "home office " or "middle/back office " environment. + **Investment… more
- Citigroup (Tampa, FL)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- Citigroup (New York, NY)
- …and families, including entrepreneurs and business owners, single-and multi- family offices, senior corporate executives, next generation/inherited wealth ... **The Organization:** Citi Global Wealth is a leading provider of financial solutions...metrics + Proficiency in Tableau, PowerBI, and all Microsoft Office applications + Excellent written and verbal communication skills;… more
- Citigroup (Irving, TX)
- …for you, we encourage you to apply! Our people make all the difference in our success. Wealth is one of the five key lines of business for Citi. It is a single, ... integrated platform serving clients across the wealth continuum, from the affluent segment to ultra-high net worth clients. Wealth is focused on delivering the… more
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