- Neuberger Berman (New York, NY)
- …investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc. + Solid ... proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... of products and services. This team partners closely with senior leadership, product, sales, and corporate functions to deliver...team management skills, with an ability to guide and lead a diverse team. + Excellent interpersonal skills, with… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... where our Teammates feel connected, empowered, and proud to work. You'll lead with empathy and data, driving initiatives that elevate engagement, performance, and… more
- Somatus (Mclean, VA)
- …of a company transforming kidney care?** Somatus is on the hunt for a visionary ** Senior Vice President of Finance** to lead at the crossroads of strategy, ... show up for our mission. Responsibilities **The Impact** **You'll** **Make:** + ** Lead ** performance management tied to key metrics and business drivers that inform… more
- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- Vanguard (Scottsdale, AZ)
- As a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division ... planning . Core Responsibilities 1. Provide income tax, estate planning , and/or wealth planning consultations...for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients'… more
- Citigroup (New York, NY)
- …skills coupled with excellent communication skills to negotiate internally, often at a senior level. The Trust Services Referral Program Lead must have a ... The Trust Services Referral Program Lead has end-to-end responsibility for driving a consistent,...a consistent, sustainable and growth-driven trust referral platform across Wealth . The Trust Services Referral Program is a revenue-generating… more
- Citigroup (Los Angeles, CA)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers,… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth...and relationship management. + Experience applying trust and estate planning knowledge to help preserve client's wealth … more
- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth ...both independence and partnership. The program has a financial planning team that is integrated in their team. We ... providing a turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- Charles Schwab (Tysons Corner, VA)
- …"challenge the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing ... clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide...our clients includes but is not limited to: financial planning , estate planning , investment management, retirement … more
- HUB International (Albuquerque, NM)
- …referral partner representatives + Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to ... industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly...referral programs + Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral… more
- Edward Jones (Tempe, AZ)
- …financial strategies to help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office and third-party experts to ... Wealth Consulting is a team within the Private Wealth area that serves as the planning ...and build relationships with clients and financial advisors + Lead firm goals, projects and initiatives to better serve… more
- Edward Jones (Tempe, AZ)
- …financial strategies to help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office and third-party experts to ... Wealth Consulting is a team within the Private Wealth area that serves as the planning ...and build relationships with clients and financial advisors + Lead firm goals, projects and initiatives to better serve… more
- Truist (Houston, TX)
- …to solutions for our clients. 1b. Impact: Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under ... revenue. Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors… more
- Vanguard (Malvern, PA)
- Join the team launching Vanguard's Advice and Wealth Management (AWM) Division. This role provides a unique opportunity to be at the center of helping AWM reach its ... strategic ambitions and provides a blend of strategic thinking, strategic planning , execution, and analytical responsibilities. Strategic priorities: + Planning … more
- Fifth Third Bank, NA (Evansville, IN)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client ... results. + Participates in the ongoing development of the wealth planning process. + SUPERVISORY RESPONSIBILITIES: +...and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we… more
- JPMorgan Chase (New York, NY)
- …help drive advisor results and strengthen the client experience across the US Wealth Management franchise. **Job Responsibilities** + Lead the design and ... At JP Morgan Wealth Management, our Field Performance & Incentives team...objectives. This highly visible position offers deep exposure to senior leadership and cross-functional partners across Finance, HR, Legal,… more
- TIAA (East Lansing, MI)
- …Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth ... ** Wealth Management** The Wealth Management Director...are utilizing TIAA's broad range of resources, including estate planning , portfolio management, and insurance planning . +… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... with a robust platform of investments, credit, trust and planning solutions. We offer a competitive compensation and benefits...competitive compensation and benefits package and the opportunity to lead in a collaborative environment as well as to… more
