- Capital One Bank (Petersburg, VA)
- Senior Manager , Risk Advisor , Technology...to be regularly worked.Chicago, IL: $175,500 - $200,300 for Sr . Manager , Cyber Risk & Analysis McLean, VA: ... their advice and to deliver high-impact results.This position - Senior Manager , Cyber Risk and Analysis -...$193,000 - $220,300 for Sr . Manager , Cyber Risk & Analysis New… more
- vaco (Bristol, CT)
- …OverviewWe are seeking an experienced Tax Manager to serve as a senior financial advisor to closely held businesses. This client-facing role extends beyond ... strategic partner to business owners while collaborating across accounting, wealth advisory, IT, marketing, and operations teams.Key ResponsibilitiesOversee tax… more
- Charles Schwab (Lone Tree, CO)
- …the selected candidate for this role to work on site in the specified location.** As a Sr . Manager , Wealth Advisor within Schwab Wealth Advisory ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- Columbia Bank (Santa Rosa, CA)
- Senior Wealth Advisor ...executive, financial advisor , certified financial planner, investment advisor Representative, or wealth manager . ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- KeyBank (New York, NY)
- …401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the… more
- KeyBank (Amherst, NY)
- …other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well ... apply those to testing, monitoring, issues management, and verification activities. The Senior Compliance Manager must exhibit strong leadership, initiative, and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Senior Wealth Manager Location: North Bay Area Industry: Financial Services / Wealth Management An established independent RIA firm in the ... Bay Area is seeking a Senior Wealth Manager to lead...initiatives. This is a rare opportunity for a seasoned advisor to join a collaborative, purpose-driven team focused on… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Senior Wealth Manager Location: North Bay Area Industry: Financial Services / Wealth Management An independent RIA firm in the Bay Area is ... seeking a Senior Wealth Manager to lead...and mentoring responsibilities. Key Responsibilities + Serve as lead advisor for high-net-worth clients + Deliver comprehensive financial planning… more
- KeyBank (Elkhart, IN)
- **Location:** 300 Nibco Parkway - Elkhart, Indiana 46516 **Job Summary** The Senior Wealth Planner (Planner) is responsible for delivering financial planning ... lead Advanced Planning conversations, including risk management, complex estate and wealth transfer planning as well as specialty planning (ie, portfolio management,… more
- Vanguard (Charlotte, NC)
- …career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management ... transforming lives through expert financial guidance? Vanguard is seeking Sr . Wealth Advisors to join our teams...using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth… more
- Citigroup (Chino Hills, CA)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Citigroup (Ridgewood, NJ)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- HUB International (Albuquerque, NM)
- …in part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and ... that aligns with each client's goals and values. The Senior Wealth Advisor will be...management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning + Depth of… 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 ... enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related...assets. Effectively transition the client relationship to the relationship manager by staying involved with the client until the… more
- Comerica (Bloomfield Hills, MI)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the ... overall success of the Wealth & Institutional Management business unit by building and...enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related… more
- M&T Bank (Wilmington, DE)
- …Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Charles Schwab (Westlake, TX)
- …premier wealth management offering, is seeking a collaborative and detail-oriented Sr . Manager , Practice Management to help ensure our advisory business runs ... Here, operational excellence meets client focus, helping us scale our premier wealth advisory offering while supporting advisors and clients in meaningful ways. This… more
- UMB Bank (Kansas City, MO)
- …working to ensure the client's priorities are at the center of every action. The Sr . Wealth Advisor works closely with the Financial Planner, Private Banker, ... Management, your story is our focus. As the ** Wealth Advisor ** , you will lead a...Portfolio Manager , Trust Advisor and Service Administrator to build the … more
- Citizens (Johnston, RI)
- …Consumer Banking Risk Management has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - Trust Fiduciary ... full Trust client lifecycle. As the First Line Risk Senior Manager , you will represent the first...focus on aspects of compliance and operational risk for Wealth Management. This includes aspects of material risk related… more
- KeyBank (NY)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Sr . Compliance Manager - Trust & Fiduciary is responsible for leading and executing ... & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth ...Fiduciary Advisor ), or similar. + Experience in wealth management or fiduciary services compliance. + Familiarity with… more
