- Children's Hunger Fund (Frisco, TX)
- DEVELOPMENT OFFICER IV - DALLAS (FRISCO), TX - FOR CHILDREN'S HUNGER FUND, A FAITH-BASED NON-PROFIT JOIN THE TEAM - ORGANIZATION OVERVIEW: At Children's Hunger Fund, ... Dallas & San Antonio, Texas. POSITION OVERVIEW: The Development Officer IV serves as the primary fundraiser for the...Donors, Foundation and Grant Managers o Professional Advisers including Wealth Managers, Attorneys, and CPAs The primary focus of… more
- HSBC (New York, NY)
- …customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer (WRO) works closely with the Wealth ... to the overall cost efficiency ratio. Here's what you can expect: As the Wealth Relationship Officer you will provide a pivotal role in supporting the WRM… 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 (San Francisco, 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 (New York, 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 (New York, NY)
- …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)
- …firm and is deeply integrated into the sectors and functions. The Information Security Officer ( Wealth - Investments & Data) is an intermediate level position ... banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi… more
- CIBC (Chicago, IL)
- 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. ... (https://www.cibc.com/en/about-cibc.html) **Job Description** Individual is responsible for reviewing holistic relationship of high risk US Capital Markets (CM) and… more
- Citigroup (CA)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- Morgan Stanley (Boca Raton, FL)
- …investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with ... *POSITION SUMMARY:* The Wealth Management Associate is often the first point...evolving environment * * *REPORTS TO:* * Business Service Officer Morgan Stanley's goal is to build and maintain… more
- Citigroup (New York, NY)
- …AML laws and regulations. **Role** The Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- JPMorgan Chase (Columbus, OH)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Robert Half Finance & Accounting (Berkeley, CA)
- … officer for clients, leading relationships and creating tailored wealth management plans. + Utilizing resources effectively for Investment Management, Estate ... fastest consideration for this opportunity. Our client is a respected boutique wealth management firm renowned for its expertise in investment management, financial… more
- Robert Half Finance & Accounting (Berkeley, CA)
- … officer for clients, leading relationships and creating tailored wealth management plans. + Using resources effectively for Investment Management, Estate ... fastest consideration for this opportunity. Our client is a respected boutique wealth management firm known for its expertise in investment management, financial… more
- Citigroup (O'Fallon, MO)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) +… more
- CIBC (Houston, TX)
- …and foundations. The Business Development Officer works closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals ... investment policies and strategies of the organization. + In partnership with Relationship Managers, Investment and Wealth Specialists and other sales… more
- JPMorgan Chase (Tempe, AZ)
- …with investment portfolios that are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients as they need it, ... of clients needs and financial coaching beyond investments + Focus on relationship management not portfolio management relying on leadership and relationship… more
- San Francisco Foundation (San Francisco, CA)
- Program Officer , State Housing Advocacy Policy and Innovation The Semi-monthly (per pay period) compensation for this position in FY24 is: $5,078.66 per pay period ... balance of the time for all staff spent on relationship building internally and externally and achievement of outcome...goals of role and foundation. Position Summary: The Program Officer , State Housing Advocacy contributes to the strategy and… more
- Bankers Trust (Des Moines, IA)
- Senior Trust Officer Location Des Moines, IA # of openings 1 Apply Now ... by readers of the Business Record. Job Summary: The Senior Fiduciary Trust Officer is responsible for administration and maintenance of personal trust and probate… more
- Citizens (Boston, MA)
- …Qualifications + 7-10 years of successful fiduciary account administration and client relationship management within a Private Wealth environment. + Experience ... Description The Senior Trust Officer (STO) is responsible for advising high net...needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day to day management… more
