- Citigroup, Inc. (Huntington, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows us to deliver… more
- Allocate (Menlo Park, CA)
- …individual will be responsible for managing and growing relationships with RIAs, multi- family offices, and private wealth managers, ensuring they leverage ... markets technology company. Responsibilities: Develop and manage relationships with RIAs, multi- family offices, and independent wealth managers, with a primary… more
- Forge Global (Denver, CO)
- …5+ years of experience marketing to financial institutions, ideally targeting family offices, RIAs, regional wealth managers, aggregators and mid-market ... strategies that drive awareness, engagement and sales opportunities for Forge's wealth solutions including its suite of custody products. The ideal candidate… more
- Goldman Sachs, Inc. (Seattle, WA)
- …around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking ... with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our… more
- Citigroup, Inc. (Tampa, FL)
- The Business Risk Manager, based in New York, will join the global Wealth Investment Solutions Business Risk Team as a Senior Vice President, and will report to ... for supporting key business risk initiatives and programs for the Wealth Investments and Insurance business globally, including: Product Governance (organization and… more
- Citigroup, Inc. (Bronxville, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- Citigroup, Inc. (Palo Alto, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular… more
- Citigroup, Inc. (Loma Linda, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- Marcus & Millichap (Philadelphia, PA)
- …$49 billion . Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and ... is the industry's largest firm specializing in real estate investment sales and financing, as well as a leading...to new highs? Our Environment We offer a 'Work Family ' environment that values loyalty, diversity and professionalism. Most… more
- Brown Brothers Harriman & Co. (Chicago, IL)
- …owners to BBH's Multi- Family Office services such as private wealth investment advisory, trust & estate planning, and philanthropic advisory. In summary, ... at the intersection of the private business and the family , helping owners navigate governance, business and wealth...proposition and entire suite of BBH services, including lending, multi- family office , and private equity. Evaluate new… more
- Fidelity Investments (Atlanta, GA)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local...clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity… more
- Fidelity Investments (San Jose, CA)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local...clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity… more
- Soros Fund Management (New York, NY)
- …Bachelor's degree in accounting and CPA required 15+ years of industry experience ( family office , private investment firm, public accounting), experience ... Management LLC (SFM) is a global asset manager and family office founded by George Soros in... Officer (CIO) to integrate comprehensive financial planning with investment strategies, and counsels family members directly… more
- Marcus & Millichap (Denver, CO)
- …growth. #LI-CT1 > Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and ... We're seeking a personable, professional individual who desires a professional office environment providing growth and challenge. Ideal candidates for this role… more
- EY (Atlanta, GA)
- …industry in one or combination of any of the following: Capital Markets, Wealth and Investment Management, Banking, Mortgage, Finance Risk and Compliance, and/or ... EY experience. It's yours to build. Quality Assurance Lead, Financial Services Office (Manager) (Multiple Positions) (1609689), Ernst & Young US LLP, Atlanta, GA.… more
- Careers at KKR (New York, NY)
- …especially around asset allocation and portfolio construction decisions, across our Insurance, Family Office , Wealth /HNW, Sovereign, and Pension clients. KKR ... COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as...markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined … more
- Northwestern Mutual (San Diego, CA)
- …adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company(R) (NMWMC) ( Investment Advisory Services), a federal ... includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company… more
- Michael Page (Greenwich, CT)
- …The Successful Applicant 3-5 years of accounting experience, preferably in a private wealth , family office , or multi-entity environment. Strong understanding ... growth About Our Client This organization is a private investment and wealth management office ... that oversees the financial affairs of a high-net-worth family . It provides a range of services including accounting,… more
- Merck & Co. (Rahway, NJ)
- …join our Modeling and Informatics (M&I) team.As part of the Discovery Chemistry family , M&I employs state of the art capabilities in predictive sciences, AI/ML and ... to advance our computational capabilities for one of our high investment modalities: macrocyclic peptides. This position will carry significant influence on… more
- Brown Brothers Harriman & Co. (Charlotte, NC)
- …Brothers Harriman is currently recruiting a Senior Client Associate to join our multi- family office (MFO) team in Charlotte. The Senior Client Associate (Sr ... Equivalent 5+ years or relevant experience in a Client Advisor role Wealth Management/Private Banking experience preferred Advanced Microsoft Office : Word,… more
