- vaco (Boulder, CO)
- …opportunities ($1,000-$4,000+ per referral) for successful introductions to the firm 's wealth management division.Long-Term Incentives: Employees who remain ... with the firm and meet cumulative growth targets may qualify for...complex tax issues while aligning with long-term financial and wealth goals.You'll collaborate closely with financial planners and investment… more
- Citigroup (Boston, MA)
- …goals. This position is focused on developing and managing client relationships in the Law Firm Segment of our business. The Banker is a strategic professional ... wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth...at a senior level. Significant external communication with senior law firm leaders is required. Provides advanced… more
- Citigroup (Los Angeles, CA)
- …Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth at Work is designed ... Citi Global Wealth brings together the full power of Citi...and approaches in own field to directly impact the work of others and the results of the organization.… more
- Citigroup (Los Angeles, CA)
- …Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth at Work is designed ... Citi Global Wealth brings together the full power of Citi...to develop long-term solutions to strengthen relationships with the firm . + Help clients achieve broad financial/investment goals related… more
- Citigroup (San Francisco, CA)
- …to the development of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter and industry expertise within ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...incoming employees at target firms + Cultivate relationships with firm employees. Source leads and referrals to generate new… more
- Citigroup (Palo Alto, CA)
- …advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and ... proposition to incoming employees at target firms + Cultivate relationships with firm employees. Source leads and referrals to generate new individual and… more
- Citigroup (New York, NY)
- …to the development of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter and industry expertise within ... through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by… more
- Citigroup (New York, NY)
- …compensation, hiring, disciplinary actions and terminations and budget approval.in coordination with the Law Firm Group (LFG) team. The third party Escrow Agent ... unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction… more
- JPMorgan Chase (Jersey City, NJ)
- …Capabilities, and Skills:** + Minimum 5 years of investment management experience with a law firm and/or investment management firm . + Licensed attorney in ... Vice President and Assistant General Counsel. Support our Private Bank / Wealth Management Investment Solutions team and collaborate in developing innovative managed… more
- Neuberger Berman (New York, NY)
- **Position Overview** The Head of Private Wealth Platforms & Experience will be a transformative leader within Neuberger Berman's Private Wealth business, ... serving as the business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal to the ongoing Private Wealth… more
- Neuberger Berman (New York, NY)
- …proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. ... project management, problem-solving, and leadership skills. It requires the ability to work effectively with individuals at all levels of the organization, both… more
- Neuberger Berman (New York, NY)
- …Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a ... and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change… more
- Bank of America (Atlanta, GA)
- Private Wealth Client Relationship Manager Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/Private- Wealth -Client-Relationship-Manager\_25038867) **Job Description:** Merrill Wealth Management is… more
- JPMorgan Chase (Columbus, OH)
- …skills** + At least 8 years of legal practicing experience at a law firm , financial institution, government agency, regulator and/or self-regulatory organization ... Management, Operations, Risk, and Controls, as needed. You will work closely with colleagues on the US Wealth...and services, interprets laws and regulations that impact the firm , and advises the firm on other… more
- Neuberger Berman (New York, NY)
- **Head of Business Control & Governance - Private Wealth ** **Location:** New York, NY **Department:** Private Wealth Management (PWM) **Reports to:** Head of ... to lead the Business Control & Governance function within our Private Wealth business who will be responsible for overseeing the development and maintenance… more
- Citigroup (Chino Hills, CA)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor will offer comprehensive ... Citi Global Wealth brings together the full power of Citi...to clients through a select number of solutions using firm models and research . Master referral opportunities to… more
- Citigroup (Paramus, NJ)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . The Senior Wealth Advisor will offer comprehensive ... Citi Global Wealth brings together the full power of Citi...to clients through a select number of solutions using firm models and research + Master referral opportunities to… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, ... the business's commercial objectives and align the strategic direction of both Citi Wealth and the firm more broadly. **Responsibilities:** + Execute against key… more
- Grant Thornton (Chicago, IL)
- …in the way that best serves your clients and your life. Consistent with the firm 's hybrid work model, this position will require in-person attendance at least ... As the Private Wealth Services Tax Manager, you'll conduct primary and...include: + Providing tax planning and consulting to our firm 's high net worth clients for estate, wills and… more
- Grant Thornton (Philadelphia, PA)
- …in the way that best serves your clients and your life. Consistent with the firm 's hybrid work model, this position will require in-person attendance at least ... As the Private Wealth Services Tax Managing Director, you'll lead all...family business clients. You'll collaborate with other tax and firm professionals to bring tax savings opportunities and other… more
