- Mirador (Stamford, CT)
- … operational procedures and processes + Knowledge of the independent wealth management and/or family office landscape + Strong communication skills to ... Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the… more
- Mirador (Stamford, CT)
- … Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the ... group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects to deliver:… more
- Mirador (Stamford, CT)
- …will become a subject matter expert in financial reporting software in the wealth management / family office industry. Tasks include: + System setup & ... with 3 - 5 years of experience at a Wealth Management firm, Financial Services firm or family office . You must be comfortable working in a dynamic,… more
- Mirador (Stamford, CT)
- …will become a subject matter expert in financial reporting software in the wealth management / family office industry. Tasks include: + System setup & ... Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the… more
- Guardian Life (New York, NY)
- ** Wealth Management Specialist** Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy ... and diversify their practices, clients, and income streams. The Wealth Management Associate is an integral part...Bonds, ETFs, 401k, etc. + Strong tech-skills including; MS Office , Webex or Skype, proposal software, CRM, etc. +… more
- US Bank (New York, NY)
- …to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, ... Wealth Management , Securities and Exchange Commission (SEC)...audit executive that has strong knowledge of audit, risk management , and regulatory expectations (eg, Office of… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley ... is an integrated client service solution for institutional and family office clients. IIS supports clients in... ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for… more
- Citigroup (Stamford, CT)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- Tradeweb (New York, NY)
- …seeking a highly motivated individual to join our sales team with a focus on wealth management . The successful candidate will serve as the key advocate for our ... core wealth management accounts by being proactive and...Our employees have the flexibility of working in the office and from home. + Health Care and Dependent… more
- Charles Schwab (New York, NY)
- …and capabilities available through broader Schwab, including Private Wealth Services, Wealth Advisor Services Family Office and Separate Account Network. ... and our clients, create a better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for...partner closely with Schwab internal business partners, including Schwab Family Office . + The BDO will support… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... expertise and research, while intimately focusing on each client's unique circumstances. The Wealth Portfolio Management Group is responsible for the day-to-day … more
- US Bank (New York, NY)
- …and discover what you excel at-all from Day One. **Job Description** The Private Wealth Management (PWM) Planner provides PWM clients with the opportunity to ... the following comprehensive planning services to affluent clients: asset allocation, wealth management , retirement planning, education funding, estate planning,… more
- Deloitte (Stamford, CT)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- Citigroup (Bronxville, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Citi Global Wealth brings together the full power of Citi... clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the… more
- US Bank (New York, NY)
- …audit activities related to the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This role supports the ... Audit Director for Wealth Management and Investment Services, the Senior...role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
- US Bank (New York, NY)
- …the successful creation, implementation, and maintenance of an effective risk management framework. Accountable for projects and/or activities that ensure compliance ... a team of RCA Professionals with responsibility for staffing, performance management , prioritizing, guidance and training. Basic Qualifications - Bachelor's or… more
- CIBC (New York, NY)
- …purpose is identifying, cultivating and introducing new private wealth management relationships with high net worth individuals, family offices, endowments ... and develops new business opportunities. + Guides client conversations for life driven wealth management through proactive advice. + Demonstrates a deep well… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Manager, Data Governance, GBM Data Office **Requisition ID:** 199755 **Salary Range:** 85,700.00 -...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Citizens (Tarrytown, NY)
- …structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Citizens Private Wealth ... Description Citizens Private Wealth is a leading wealth management firm. For more than three decades our team of CFAs, CPAs, attorneys and CFP(R)s provide… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... and gain visibility within the organization. + Effectively communicate with senior management , head office and the relevant Risk Committees to ensure… more