- M&T Bank (Washington, DC)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... high net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing,… more
- Wells Fargo (Mclean, VA)
- …"to grow your career" in the US **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part ... wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee...with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet… more
- M&T Bank (Washington, DC)
- …participation in classroom training, observations of departmental presentations, interaction with senior management , peer networking, and working in teams on ... as with project sponsors, internal and external contacts, and senior management . Teams make a presentation to...an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- Citigroup (Washington, DC)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to .... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … more
- Truist (Washington, DC)
- …to account administration. + Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our Risk ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new... Management and Governance teams. Works independently and escalates issues… more
- KPMG (Mclean, VA)
- …Firm, Swap Dealer, Securities-based Swap Dealer, Capital Markets or Asset/ Wealth Management Division of a Large Diversified Bank ), regulatory agency, or ... risk management function, capital markets organization (Asset Management Firm/Investment Adviser, Broker Dealer, Wealth ...to communicate findings and recommendations to the clients and senior management team + Ability to travel… more
- Wells Fargo (Washington, DC)
- …role:** Wells Fargo is seeking a Counsel - Assistant Vice President to join the Wealth & Investment Management (WIM) section of the Wells Fargo Legal Department. ... Client Initiative. + Conduct research in support of more senior counsel on various legal issues arising in CRG...during the recruiting and hiring process. **Company:** WELLS FARGO BANK **Req Number:** R-404665-7 **Updated:** Thu Oct 03 01:46:07… more