- Citigroup, Inc. (New York, NY)
- The Wealth at Work Business Execution Manager should have in-depth understanding of how own sub-function contributes to achieving the objectives of the function. ... skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing… more
- Citigroup, Inc. (Paramus, NJ)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- RIA Recruiting (Katy, TX)
- McGee Wealth Management, a growing financial advisory & Investment Management firm located in Katy, TX, is seeking an Operations Manager to join our growing ... help of our external consultant Serve as intermediary between senior management and support staff Requirements 5 years of...interview conducted by our consultant (who is the hiring manager for this position). If there is ground to… more
- NFP (New York, NY)
- …on what is most important to each client. Wealthspire Advisors acts as a wealth manager , investment Advisor, consultant, and constant partner in helping clients ... Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading, and capital markets assumptions (among… more
- PNC Financial Services Group, Inc. (Philadelphia, PA)
- …with PowerBI, Python, SQL and Hadoop *Working and advance understanding of MSCI ( Wealth Manager + BarraOne), Bloomberg and FactSet *CFA/FRM preferred Job ... of risk management strategies and program execution. Typically manages manager (s) and serves as a senior risk advocate for the risk management program. Owns the… more
- Baird (Pittsburgh, PA)
- …their future goals. To learn more about Baird Trust, click here . As a Sr . Portfolio Manager , you will: Serves high net worth and institutional clients within ... investment management solutions to help clients build, and protect wealth . Whether they're setting up a trust that provides...MBA (preferred) 10+ years prior experience as a portfolio manager in a banking or securities industry, or an… more
- KeyBank (Tarrytown, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in… more
- SFB (Woburn, MA)
- …and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided ... homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the… more
- T-Mobile (Overland Park, KS)
- …compensation package - this is Total Rewards. Employees enjoy multiple wealth -building opportunities through our annual stock grant, employee stock purchase plan, ... responsible for creating, revising, and updating security plans submitted to Corporate Security Senior Management. ** This hybrid role is based in Overland Park, KS,… more
- National Financial Partners (Albany, NY)
- …learn more, please visit: https://www.NFP.com . Job Summary: The Commercial Lines, Sr . Account Manager is responsible for working with Advisors/Client Executives ... individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first… more
- NFP (Los Angeles, CA)
- Who We Are Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a ... unique. Position Summary & Overall Purpose Responsible for enhancing the Relationship Manager /Partner & team's effectiveness by performing a wide variety of complex,… more
- Live Nation Entertainment, Inc. (Houston, TX)
- …this sounds like you then please read on! THE ROLE The International Tax Sr . Accountant's primary function is the preparation and filing of the company's tax returns ... off including paid holidays, sick time, and personal days WEALTH : 401(k) program with company match, stock reimbursement...functions of the job should contact either the hiring manager for the role or a Human Resources representative… more
- Goldman Sachs, Inc. (New York, NY)
- …provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and ... 350 professionals across 11 offices around the world, XIG provides manager diligence, portfolio construction, risk management, and liquidity solutions to investors,… more
- Live Nation Entertainment, Inc. (Houston, TX)
- …sounds like you then please read on! THE ROLE We are seeking a Senior Financial Analyst to provide finance and accounting support to Live Nation's Corporate ... and capex vs opex analysis Resolve invoice discrepancies Backup to FP&A Manager , Corporate Marketing finance lead, and other team members Other ad-hoc reporting… more
- Goldman Sachs, Inc. (West Palm Beach, FL)
- Job Description Job Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, ... Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership… more
- PNC Financial Services Group, Inc. (Pittsburgh, PA)
- …have or be willing to development Wealth Management expertise. As a Product Manager Senior within PNC Investments, you may be based in a remote location. ... is looking for a strategic and results driven Product Manager to lead the development and execution of our... to lead the development and execution of our Wealth Banking products to support our Retail affluent client… more
- Franklin Templeton (Broomall, PA)
- …happening around the world. Position Overview: Fiduciary Trust International is hiring a Senior Portfolio Manager to join the team in Radnor, PA (Greater ... Philadelphia Area). The Sr . Portfolio Manager (PM) develops and implements...& investment research experience required Experience serving as a Senior Portfolio Manager and Relationship Manager… more
- Pontera (New York, NY)
- …That's where you come in. DESCRIPTION We're looking for a strategic and hands-on Senior Product Marketing Manager to define and lead the go-to-market (GTM) ... responsible for deeply understanding the needs of key stakeholders in the wealth management tech ecosystem- including other wealth technology providers, turnkey… more
- Spartan Placements LLC (Cleveland, OH)
- High Net Worth Tax Specialist This role is open to Manger, Senior Manager , and Managing Director levels. What you'll do: Provide tax advisory services, ... minimizing liabilities. Advise on estate planning, trust administration, and wealth transfer strategies. Build and maintain strong client relationships, ensuring… more
- Live Nation Entertainment, Inc. (Beverly Hills, CA)
- …please read on! THE JOB Live Nation Concerts is seeking a qualified Ticketing Senior Manager to manage ticket operations for its marquee-promoted shows in ... record of fostering strong working relationships with artist management, senior executives, partners, and clients at all levels of...WILL BRING 5+ years experience as a box office manager or ticketing representative Strong knowledge of Box Office… more
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