- Guardian Life (Stamford, CT)
- As the lead of Wealth Management Technology & Digital Platforms for the Individual Markets (IM) Profit Center, your main responsibility is to drive innovation in ... retain seasoned advisors. The candidate needs to have deep wealth management experience with multi custodian clearing...position will be hybrid with 3+ days in the office + Will require travel as needed **Salary Range**… 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
- 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 (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
- Citigroup (Huntington, 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 ... bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- US Bank (Greenwich, CT)
- …what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. ... the PWA also acts as a conduit for Private Wealth Management 's strategic partners in the region....role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
- Citigroup (Greenwich, 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 ... 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
- Carrington (Old Greenwich, CT)
- …communication skills; ability to communicate across multiple business areas and management levels. + Outstanding attention to detail and strong organizational ... Holdings is a holding company whose primary businesses include asset management , mortgages, real estate transactions and real estate logistics. Collectively, the… more
- US Bank (Greenwich, CT)
- …is strong and stable, and committed to our clients and employees. At Private Wealth Management , we are uniquely positioned for growth and are making significant ... for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM). **Basic Qualifications** - Bachelor's degree, or… more
- Paycom Online (Stamford, CT)
- …and results-oriented** + **Strong presentation, organization, multitasking and time management skills** + **Experience with Microsoft Office , including ... holidays and sick leave; employee stock purchase plan; paid family leave; and many other benefits. **Your Role at...weekly metrics that lead to selling Paycom's human capital management technology products and services to clients in an… more
- Lockheed Martin (Stratford, CT)
- …communication, and analytical skills, and possess a thorough understanding of ESH management systems and regulations\. Your expertise will drive our commitment to ... and compliant workplace\. WHY JOIN US Your Health, Your Wealth , Your Life As an employee at Sikorsky, your...of benefits we provide to support you and your family \. Key Responsibilities: * ESH Support: Provide ESH support… more