- Sutherland Global Services (St. Paul, MN)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Guardian Life (St. Paul, MN)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... be responsible for growing sales of Park Avenue Securities High Net Worth solutions by...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more
- Bank of America (Minneapolis, MN)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in ... Wealth Strategies Advisor Minneapolis, Minnesota;Chicago, Illinois; Kansas City,...on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement… more
- Huntington National Bank (Minnetonka, MN)
- … High net worth and ultra- high net worth strategy and integration with the entire wealth continuum including Consumer and Mass Affluent ... Description Summary: The Director of Huntington Family Wealth is a member of the Wealth...Over 10 years of experience working with clients whose net worth exceeds $10 million - individuals,… more
- BMO Financial Group (Minneapolis, MN)
- Provides wealth planning (advanced financial planning) guidance and counsel to the High Net Worth (HNW) client segment. Works collaboratively in ... planning experience, from discovery to financial planning analysis, development of high value wealth plans and recommendations, to coaching/assisting with… more
- US Bank (Minneapolis, MN)
- …and Wealth Management Community. Responsible for developing and managing relationships with high income/ high net worth IPF clients. Supports ... you excel at-all from Day One. **Job Description** The Wealth Management Banking Manager is accountable for all aspects...on detail - Ability to successfully manage relationships with high - net - worth clients and external BGAs… more
- US Bank (Minneapolis, MN)
- …+ Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** + Requires established network ... what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our… more
- US Bank (Minneapolis, MN)
- …employees + Proven sales and sales-management track record + Deep knowledge of the high - net - worth marketplace and products + Proven leadership skills from an ... at-all from Day One. **Job Description** The President, Affluent Wealth Management/USBI & USBA CEO is responsible for leading...to business need. Job postings in areas with a high volume of applicants, such as customer service, contact… more
- Robert Half Finance & Accounting (Wayzata, MN)
- …offering top-quality tax compliance, consulting, and wealth management services to high - net - worth families, individuals, and their related entities. The ... returns, trust tax returns, and individual tax returns. * Work with high - net - worth individuals, providing them with tax and wealth management services.… more
- Morgan Stanley (Stillwater, MN)
- …Branch Manager. DUT IES and RESPONSIBILITIES: Pr oduction-Related . Build a client base of high net worth households by prospecting and developing new client ... efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a...corporate marketing initiatives to help increase market share in High Net Worth households. Te… more
- Robert Half Legal (Minneapolis, MN)
- Description Key Responsibilities: + Assist high net worth clients in the full range of wealth preservation and estate planning services. + Develop ... on matters related to trust planning, charitable giving, and wealth preservation with the objective to grow and protect...in Minnesota + Considerable experience in estate planning for high net worth individuals. +… more