- Guardian Life (Dover, DE)
- Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field ... diversify their practices, clients, and income streams. The Annuity Specialist is an integral part of Park Avenue Securities....of Park Avenue Securities. Reporting to the Head of Wealth Management Associates, who in turn reports… more
- Wells Fargo (Vineland, NJ)
- …Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management . This role is responsible for supervisory ... as well as serve as a primary business contact on key initiatives with Wealth , Compliance, Risk, regional management , and other home office departments + Manage… more
- Guardian Life (Dover, DE)
- …through consistent and timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the region ... help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue Securities...**You have** + 5+ years overall experience in wealth management , preferably advisory and/or alternative investments… more
- Citizens (Wilmington, DE)
- …estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration ... tax services. The STO will also serve as the specialist in partnership with CCPW professionals to attract and...years of successful fiduciary account administration and client relationship management within a Private Wealth environment. +… more
- Citigroup (Wilmington, DE)
- …for the company's organic growth, across Cards, Retail Banking, Lending, Investing and Wealth management strategy. This is an exciting opportunity for a seasoned ... customer evolution. We are seeking a senior level SEO specialist to join our team. The SEO Specialist...tracking and Jira, Confluence tools to ensure Agile Project management . + Understanding of search engines, spiders, and ranking… more