- HUB International (Encino, CA)
- …Lines Account Manager II provides critical support to clients, manages a book of high net - worth clients, operating with the highest degree of ... and contributions are welcomed, valued, and respected." _Glenn - VP , Constituent Experience_ "In my short time here at...or equivalent combination of education & experience. + Private Client/ High Net - Worth experience required. Experience… more
- HUB International (Encino, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... and contributions are welcomed, valued, and respected." _Glenn - VP , Constituent Experience_ "In my short time here at...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- JPMorgan Chase (Torrance, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... engagement of bank-only clients with Wealth Management. As a Vice President , Private Wealth Planner within JP...advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies… more
- Morgan Stanley (Los Angeles, CA)
- …credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial ... credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial… more
- University of Connecticut Foundation Inc (Storrs, CT)
- …level of motivation and assertiveness. + Demonstrated success working with and advising high - net worth individuals. + Outstanding written and verbal ... work culture, professional and leadership development, and flexibility for high achievers with a passion for higher education. The...to diversity, equity, and inclusion. POSITION SUMMARY The Assistant Vice President for Planned Giving is a… more
- JPMorgan Chase (Brooklyn, NY)
- …and intuitive digital experiences. As a Content Design Vice President in Affluent/ High Net Worth Card, you will develop and execute content plans for ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- JPMorgan Chase (Plano, TX)
- …elegant and seamless end-to-end experience for advisors across the Aspiring Affluent, Established, in High Net Worth client segments. We build the strategic ... expectations. Join our dynamic team and make a meaningful impact by delivering high -quality products that resonate with clients. The My JPM Plan team develops… more
- JPMorgan Chase (Summit, NJ)
- …complex borrowing relationships by presenting JP Morgan Private Bank's credit solutions to ultra- high net worth clients and advising on implementation. **Job ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- JPMorgan Chase (Naples, FL)
- Join a team delivering premiere service to high net worth clients through holistic financial advisement. **Posting Description** We are actively looking for ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- JPMorgan Chase (Brooklyn, NY)
- …a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- Citigroup (Fort Lauderdale, FL)
- …currently looking for a high caliber professional to join our team as ** Vice President , New Activity Risk Lead Analyst** based in Ft. Lauderdale, Florida to ... account strategies, world-class research and investment guidance. Wealth businesses serve ultra- high - net - worth individuals and family offices through Citi… more
- Pennsylvania State University (University Park, PA)
- …clearing house for all parent prospects with the Director having responsibility for managing high net worth prospects across the units; + Mentor, coach ... interpersonal and communication skills, with a particular sensitivity to sophisticated, high - net worth audiences; + Impeccable writing, presentation… more
- Morgan Stanley (New York, NY)
- …factored into business decisions. This is a multi-faceted role responsible for coverage of Ultra High Net Worth / Tailored Lending with a primary focus on ... Securities Based Lending (SBL) transactions to Ultra High Net Worth (UHNW) Individuals and may also include loans secured by life insurance and other secured… more
- University of Pennsylvania (Philadelphia, PA)
- …leadership.* Demonstrated significant level of comfort and effectiveness working with high - net - worth individuals, domestically and internationally, to ... and resources, and much more. Posted Job Title Associate VP of Capital Giving, Major Gifts & Gift Planning...Major Gifts & Gift Planning Job Profile Title Associate Vice President , Development, Fundraising Job Description Summary… more
- Citigroup (Queens, NY)
- …account strategies, world-class research and investment guidance. The Wealth business serves ultra- high - net worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net - worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management… more
- Morgan Stanley (New York, NY)
- …a variety of products and services to corporations, governments, financial institutions, and ultra- high net worth clients. Wealth Management provides a ... institutional clients as well as high to ultra- high net worth individuals, and...He or she will be responsible for aiding the Vice President ( VP ) and Executive… more
- Pennsylvania State University (University Park, PA)
- …interpersonal and communication skills, with a particular sensitivity to sophisticated, high - net worth audiences; + Impeccable writing, presentation ... University Programs, this position reports directly to an Assistant Vice President for University Development and receives...level activity especially as it relates to dealing with high - net - worth prospects; + A … more
- Comerica (San Francisco, CA)
- …: The Senior Wealth Planning Strategist is responsible for supporting and enhancing high - net - worth prospect and client relationships through the development, ... incumbents possess a strong background working with business owners and high - net - worth individuals and families; they have superb interpersonal skills,… more
- University of Southern California (Los Angeles, CA)
- …of students, staff and alumni, and being particularly sensitive to diverse, sophisticated, high - net worth individuals and groups. Knowledge of human ... gifts for Advancing Health. This position reports to Associate Vice President for Gift Planning, University Advancement...Advancing Health, developing, managing, and soliciting a portfolio of high - net - worth prospects. + Partner with… more
- Berkshire Bank (Boston, MA)
- …equivalent degree **Experience:** + 5+ years of Wealth Management experience managing high net worth client relationships; experience managing institutional ... **Position** : VP , Wealth Advisor **Location** : Boston, MA **Division:**...Collaborates with colleagues throughout the bank to achieve a high level of broad client service. + Ensures compliance… more