- Edward Jones (Tempe, AZ)
- …sets of Edward Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our home office ... management process? Do you have a strong background in high net worth estate planning? If you...Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist , etc.) to ensure proper alignment and continued evolution… more
- KeyBank (Cleveland, OH)
- …and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice ... to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.). + Provide timely feedback to the Relationship Manager… more
- Edward Jones (Tempe, AZ)
- …internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Senior Portfolio Strategist , etc.) to ensure proper alignment and ... the volume of applicants. **Team Overview:** Do you have experience working directly with High Net Worth clients? Do you have Expertise in banking? If so, this could… more
- Amazon (Seattle, WA)
- …execute high -impact initiatives focused on optimizing our global real estate portfolio. GREF is responsible for Amazon's corporate office portfolio, creating the ... Description The Global Real Estate and Facilities (GREF) organization is looking for...or a related field, preferably within a tech or high -growth environment - Strong financial modeling, data analysis, and… more
- Amazon (Culver City, CA)
- …to GREF decision makers and senior Business leaders for alignment. The Portfolio Strategist will be expected to align real estate strategy to business needs ... Amazon. As a key leader within Amazon's Global Real Estate & Facilities (GREF) team, the Portfolio Strategist...root cause. An ideal candidate is able to navigate high level of ambiguity and demonstrate a bias for… more
- Truist (Houston, TX)
- …of America) **Please review the following job description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background ... clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive...and planning group in that area. Keeps current on estate , tax and planning trends and their application to… more
- KeyBank (Pepper Pike, OH)
- …of KeyBank by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries. Within the relationship management ... accounts, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth… more
- KeyBank (Cleveland, OH)
- **Location:** 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater ... targeted Family Wealth onboarding plan * Responsible for engaging senior leadership on the relationship * Leads the internal...* Minimum of 10 years of advisory experience with ultra- high net worth individuals, families and family offices required… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance ... and advice to clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide spectrum of investment needs to help clients manage… more
- Binghamton University (Binghamton, NY)
- …with experience The Associate Vice President for Development (AVP) is a senior management position within the Division of Advancement partnering with the Vice ... Advancement, working collaboratively with academic leadership, campus partners, top donors, and senior volunteers at the institution. The AVP will oversee the work… more
- BlackRock (New York, NY)
- …across various investment capabilities including private equity, private real estate , private infrastructure, private credit, and hedge fund strategies. BlackRock's ... the largest and most complex client relationships. + Leadership of key senior channel relationships and alignment to create and implement joint client engagement.… more