- 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
- 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
- Citigroup (Hewlett, 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 ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… 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
- Morgan Stanley (Seattle, WA)
- …its workforce. M/F/D/V **Job:** ** Wealth Management* **Title:** * Private Wealth Management Senior Registered Client Service Associate* **Location:** ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… 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 (Rockville, MD)
- …opportunity for a ** Client Service Associate** to join our Retirement and Private Wealth team in our **Rockville, 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
- Morgan Stanley (Potomac, MD)
- …and input from senior team members * Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment ... behalf of the Financial Advisors / Private Wealth Advisors * Assigns work to team's Client...* Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client… more
- CIBC (Chicago, IL)
- …in a consultative role, developing wholistic wealth plans to enhance the overall client experience with CIBC Private Wealth + Assist with the review ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Wealth Strategist, you are responsible for...implement wealth planning as part of CIBC Private Wealth 's integrated wealth management… 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
- 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
- Morgan Stanley (New York, NY)
- …in the private debt space, spanning the full lifecycle of client needs: capital raising, financing, hedging, capital markets, and advisory. PDC clients invest ... coverage responsibilities. *_Key Responsibilities - Coverage Team Vice President and Senior Associate_* . * Client Coverage:*become an integral member of the… more
- Morgan Stanley (Los Gatos, CA)
- …of Investments is a senior level position on a Financial Advisor / Private Wealth Advisor team. This industry professional plays a critical role in helping ... for the current asset allocation in conjunction with the Financial Advisor / Private Wealth Advisor * Client Engagement* * May participate in or conduct … more
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