- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Wells Fargo (San Diego, CA)
- …client service and risk mitigation. **About this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo ... begins with outstanding talent. It all begins with you. Wealth & Investment Management, or WIM, is...business and technical needs across groups and functions + Lead the strategy and resolution of highly complex and… more
- Deloitte (New York, NY)
- Manager, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media...products, and other money managers. Candidate profile You will lead and deliver small engagements, or components of large,… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and ... communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to… more
- Citigroup (Tampa, FL)
- The Wealth Operations - Investment Account Opening Specialist /AVP is a seasoned professional role that is responsible for documentation review, ensuring ... compliance with laws and regulations and accurate execution of Investment account opening and maintenance requests for the US...Bank account opening systems such as OneSource, NetX360, Open Wealth , DMS, and internal databases to log and track… more
- Vanguard (Charlotte, NC)
- … success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative ... you to be a part of it! As a Senior Wealth Advisor within Vanguard's Advice and...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment… more
- HUB International (Albuquerque, NM)
- …part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral partners, and prospective ... HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans that… more
- Charles Schwab (Orlando, FL)
- **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance ... clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide...Wealth Advisor works across a wide spectrum of investment needs to help clients manage large and complex… more
- Edward Jones (St. Louis, MO)
- …to review and analyze complex client needs and goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources of our home office to ... have a desire to be a part of the wealth management process? Do people consider you a strategic...on the firm's full suite of financial planning tools, investment offerings and how they're leveraged to help clients… more
- Citigroup (Jacksonville, FL)
- The Head of US Citigold/Citi Private Client Wealth Supervision manages a team of over 50 FINRA-licensed colleagues responsible for the supervisory oversight of ... investments sales activity and client suitability across Wealth 's Citigold/Citi Private Client Retail Branch Network. Candidate is responsible for establishing,… more
- Citigroup (Jacksonville, FL)
- …and alternative investments, managed account strategies, world-class research and investment guidance. The Wealth business serves ultra-high-net-worth ... The Wealth Deposits and Lending Control Testing Team is...communication skills required to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… more
- KeyBank (Cleveland, OH)
- …initiatives and optimize financial performance. * **Business Support:** Work closely with senior leaders and stakeholders across Wealth Management to support ad ... Public Square - Cleveland, Ohio 44114 **Position Overview:** The Financial Analyst for Wealth Management will play a key role in supporting the financial performance… more
- Wells Fargo (Charlotte, NC)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Lead Wealth Underwriter Working at Wells Fargo | Jobs and Careers at Wells ... underwriting credit of high net worth (HNW) clients for Wealth and Investment Management along with providing...policies, procedures, regulations, and compliance requirements that influence and lead the Wealth Underwriting team to meet… more
- Truist (Charlotte, NC)
- …dynamic audit plan spanning the Wealth business, including advisory, brokerage/ investment management, lending, fiduciary and trust. Senior Directors may ... progressive audit, risk or examiner experience within financial services wealth businesses; including advisory, brokerage/ investment management, lending,… more
- Morgan Stanley (Potomac, MD)
- *POSITION SUMMARY:* The Wealth Management Analyst/Associate is often the first point of contact with clients on a broad array of services related to account ... servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor...Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with… more
- Bank of America (Los Angeles, CA)
- …to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to ... **Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,… more
- Truist (Atlanta, GA)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... Specific activities may change from time to time. * Lead and manage one or more Truist Wealth...service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in… more
- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments business, ... audits, and financials related to critical and complex wealth initiatives. The role requires a deep understanding of... initiatives. The role requires a deep understanding of Investment product management and its integration with digital and… more
- Vanguard (Scottsdale, AZ)
- …penetration, and growth. + Collaborates with a team of senior leaders who lead our Trust Department, Wealth & Estate Planning team, and cross-site teams of ... The Regional Director, Personal Investor Wealth Management will lead , develop, empower, and... senior advisors across three different wealth segments. +… more
- BlackRock (New York, NY)
- …risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by Institutional investors ... to equip wealth management clients with business & risk management, and...their end clients, create rigor and scale in their investment process, and grow their businesses in a differentiated… more