- Citizens (New Haven, CT)
- …based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners. Provide regular, ... and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth… more
- Massachusetts Nonprofit Network (Boston, MA)
- …foundations and giving programs, philanthropic advisory services and wealth managers, individual donors, and other philanthropy-serving organizations. Philanthropy ... of Directors has 20 members, and in addition to the Chief Executive Officer , there are 12 staff members. Philanthropy Massachusetts is a nonprofit organization… more
- 4050 DEVELOPMENT LLC (Los Angeles, CA)
- …the investor relations team, the Director will report to the Chief Financial Officer , with additional accountability to the Managing Directors. The Director will be ... new assets into the existing Arixa investment funds, primarily from private wealth advisory firms and family offices. The role involves building new relationships… more
- SLC Management (Wellesley, MA)
- …services companies, and benefit from the stability and strength of that relationship . We are a performance-driven organization with a deliberate focus on fostering ... directly to Laura Money, EVP and Chief Information and Technology Innovation Officer , Sun Life and Candace Shaw, Senior Managing Director, Deputy Chief Investment… more
- Sun Life (Wellesley, MA)
- …services companies, and benefit from the stability and strength of that relationship .We are a performance-driven organization with a deliberate focus on fostering a ... directly to Laura Money, EVP and Chief Information and Technology Innovation Officer , Sun Life and Candace Shaw, Senior Managing Director, Deputy Chief Investment… more
- Parexel International Corporation (Billerica, MA)
- …Master/Senior Medical Review Officer who is looking to draw upon their wealth of experience in clinical trial design and drug development to join Parexel's ... association boards, task forces and committees and/or as chairperson or officer of one or more professional associations.Contributes expertise to professional… more
- Kataly Foundation (San Francisco, CA)
- …this while embracing its role and responsibility in changing systems that led to wealth extraction from these communities in the first place. We move resources to ... and all communities of color. By transforming its own relationship to capital, the planet, and each other, the...each other, the Kataly Foundation will redistribute and redefine wealth in a way that leads to transformation, abundance,… more
- Kataly Foundation (San Francisco, CA)
- …this while embracing its role and responsibility in changing systems that led to wealth extraction from these communities in the first place. We move resources to ... and all communities of color. By transforming its own relationship to capital, the planet, and each other, the...each other, the Kataly Foundation will redistribute and redefine wealth in a way that leads to transformation, abundance,… more
- HSBC (Miami, FL)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... activities which will contribute to the overall cost efficiency ratio. As our Wealth Relationship Officer you will: + Provide a pivotal role in supporting… more
- HSBC (Irvine, CA)
- …The role is not expected to provide securities recommendations to clients. As the Wealth Relationship Officer , you will: + Provide high quality sales ... Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of the overall … more
- HSBC (Vienna, VA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our… more
- HSBC (Bellevue, WA)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build deep, long-lasting and mutually valuable… more
- HSBC (Arcadia, CA)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build deep, long-lasting and mutually valuable… more
- HSBC (Brooklyn, NY)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... a portfolio of clients. Here's what you can expect: As the Wealth Relationship Manager, you will build deep, long-lasting and mutually valuable relationships in… more
- CIBC (Chicago, IL)
- …and relationship -oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business, which primarily focuses on ... We're building a relationship -oriented bank for the modern world. We need...to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these… 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
- JPMorgan Chase (Miami, FL)
- …either at a corporate fiduciary or a law firm + Solid Client Relationship Management experience JP Morgan Wealth Management Solutions comprises a workforce ... a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts....+ Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with beneficiaries… more
- Citigroup (Tampa, FL)
- …of defense (1LoD) teams, governance, processes, and controls.** **The Data Risk Officer -- VP will be responsible for identifying, anticipating, challenging, and ... will support coverage of Citi's US Personal Banking and Wealth organizations on all elements pertaining to data risk...operational risk coverage team.** **Key Responsibilities:** **The Data Risk Officer - VP** **will ideally be an experienced risk… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Relationship Manager, you will be accountable to grow direct revenue… more
- Regions Bank (Houston, TX)
- …section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual ... cash needs and provides estimates of liquidity needed to relationship team + May perform complex research for tax...Excel spreadsheets + May attend client meetings with Trust Officer and perform special projects as assigned + May… more
