- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... with SS&C and/or InnoTrust preferred + Experience in banking and wealth /money management management preferred + SharePoint knowledge/administration… more
- Guardian Life (Providence, RI)
- 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
- Bank of America (Providence, RI)
- …team supporting review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses. **Responsibilities:** + Either ... Credit Review Senior Portfolio Specialist Dallas, Texas;Stamford, Connecticut; East Hartford, Connecticut; Charlotte, North Carolina; Providence, Rhode Island **Job… more
- Guardian Life (Providence, RI)
- …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