- 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
- Huntington National Bank (Columbus, OH)
- …mid-large sized corporations, and institutions (endowments, foundations, family office Preferred Qualifications: + Senior level wealth management leadership ... Description Summary: The Director of Huntington Family Wealth is a member of...- Minneapolis, MN - Charlotte, NC Work Arrangements: In office Duties and Responsibilities: + Lead a team of… more
- Zions Bancorporation (Salt Lake City, UT)
- …ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and ... the talent; we bring the opportunity. We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our Family Office… 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
- KeyBank (Cleveland, OH)
- …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
- 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)
- …manager or Leadership Development Manager-MDP. **Department Descriptions:** Wilmington Trust's Family Wealth platform provides comprehensive wealth ... bank, including 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
- 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 (New York, NY)
- The Wealth Data Lead is a leadership position in Citi's Enterprise Data Office (EDO), within the Technology and Business Enablement function. The EDO ... will report directly to the Head of Enterprise Data Office and Data Transformation who reports to our Head...Data Transformation who reports to our Head of Technology. ** Wealth Data Lead:** This position will support the Head… more
- Citigroup (New York, NY)
- 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 (Los Angeles, 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 (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 ... proactive and timely identification, management, and oversight of issues across Citi Wealth in line with firm requirements. This will include identifying thematic… 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
- American Bankers Association (Washington, DC)
- …Culture Award_ and _2024 Great Place to Work_ designation _!_ **Job Description:** Office of Member Engagement's (OME) Wealth Management Market Manager is ... the premier content provider in the industry across all dimensions of wealth management (planning, investment management, trust, private banking). The Market Manager… more
- Citigroup (New York, NY)
- Wealth organization focused on delivering the full capabilities of Citi to clients across all the Citi Private Bank, Wealth at Work, and Citigold / CPC segments. ... Current exposure is above ~$90Bn globally, primarily located in the US ~$70bn Wealth Risk Management is an independent global organization, which sits within Citi… more
- Citigroup (New York, NY)
- 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
- First National Bank of Omaha (Omaha, NE)
- …Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time, ... pivotal in driving strategic and business development initiatives to create a high-performing Wealth & Institutional Services Group. This role will act as a change… more
- Arrow Financial Corporation (Glens Falls, NY)
- …the department and Wealth Management group. This position is 100% in office in our Glens Falls, New York headquarters. Responsibilities > Reconcile house and ... The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals...are looking for an experienced professional to join our Wealth Management Operations team as a: Wealth … more
- US Bank (Naples, FL)
- …strong and stable, and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and are making significant ... grow and build a rewarding career. US Bank Private Wealth Management (PWM) helps clients identify and achieve their...role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
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