- Mirador (Stamford, CT)
- … operational procedures and processes + Knowledge of the independent wealth management and/or family office landscape + Strong communication skills to ... Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the… more
- Mirador (Stamford, CT)
- … Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the ... group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects to deliver:… more
- Mirador (Stamford, CT)
- …will become a subject matter expert in financial reporting software in the wealth management / family office industry. Tasks include: + System setup & ... with 3 - 5 years of experience at a Wealth Management firm, Financial Services firm or family office . You must be comfortable working in a dynamic,… more
- Mirador (Naperville, IL)
- …will become a subject matter expert in financial reporting software in the wealth management / family office industry. Tasks include: + System setup & ... Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the… more
- Deloitte (Columbus, OH)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- Deloitte (Columbus, OH)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- Guardian Life (New York, NY)
- ** Wealth Management Specialist** Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy ... and diversify their practices, clients, and income streams. The Wealth Management Associate is an integral part...Bonds, ETFs, 401k, etc. + Strong tech-skills including; MS Office , Webex or Skype, proposal software, CRM, etc. +… more
- Citigroup (New York, NY)
- … Office (ISO). This role is charged to create, lead, and execute portfolio management and service delivery functions for Wealth and Legacy Franchise to its ... for leading and managing the cyber portfolio and service delivery for Wealth and Legacy Franchise within the Business, Functions & Technology (BFT) Information… more
- US Bank (Charlotte, NC)
- …to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, ... Wealth Management , Securities and Exchange Commission (SEC)...audit executive that has strong knowledge of audit, risk management , and regulatory expectations (eg, Office of… more
- Wells Fargo (Charlotte, NC)
- …technology, and access to advice expertise for advisors and clients, along with family - office and practice- management support. + **Banking, Lending & Trust ... of financial and investment services. WIM provides a full range of personalized wealth management , investment, and retirement products and services to meet… more
- Commerce Bank (Kansas City, MO)
- …more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment ... management , private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management… more
- First International Bank and Trust (Fargo, ND)
- …required. + Proficient with Microsoft Office . + Experience in investments, wealth management , or trust is preferred. First International Bank and Trust ... Wealth Management Associate Department: Wealth Management Location:...is a family -owned full-service Community Bank with locations in ND, MN, SD, and… more
- US Bank (Chicago, IL)
- …strong candidate to join our growing team of audit professionals supporting the Wealth Management and Investment Services team. This role will support ... Audit Project Manager is also responsible for partnering with US Bank's Wealth Management and Investment Services businesses and other Risk/Compliance/Audit… more
- Citigroup (New York, NY)
- …wealth in partnership with Wealth Tech and Design team across wealth management and related digital financial services. + Experience delivering end-to-end ... the role will partner closely across the organization along with the front office , service & operations, marketing, core product management , and across varied… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth ... Corporate P&A, Risk and others **Qualifications:** + Good working knowledge of wealth management businesses; knowledge and experience in lending related products… more
- Tradeweb (New York, NY)
- …seeking a highly motivated individual to join our sales team with a focus on wealth management . The successful candidate will serve as the key advocate for our ... core wealth management accounts by being proactive and...Our employees have the flexibility of working in the office and from home. + Health Care and Dependent… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- Citigroup (New York, NY)
- …and families, including entrepreneurs and business owners, single-and multi- family offices, senior corporate executives, next generation/inherited wealth ... , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth... Family Group:** Private Client Product Services **Job Family :** Banking Cash Management **Time Type:** **Primary… more
- JPMorgan Chase (Jersey City, NJ)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial Banking and Consumer ... and Community Banking **.** JP Morgan Asset & Wealth Management is a global leader in...Monitoring the status of pending cases; following up with back- office partners and carriers, as needed + Submitting application… more
- Citizens (Fort Washington, PA)
- …Trust and Fiduciary Assistant General Counsel in the legal department supporting the Wealth Management Division of the Consumer Bank. The Assistant General ... Counsel will assist the Associate General Counsel, Wealth Management in providing comprehensive legal guidance...a Trust division under fiduciary powers granted by the Office of the Controller of the Currency (OCC) and… more