- 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
- Truist (Greenwich, CT)
- … Family Legacy will be to work integrally with the Head of GenSpring Family Office Services, the Managing Directors, Directors and Specialists to develop the ... family wealth programs and supporting tools and...of curriculum and instructional design, process consultation and change management , familiarity with Ultra High Net Worth and High… 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
- Citizens (Hackensack, NJ)
- …planning, investment management , insurance, tax, estate planning, and family office services to clients. Primary Responsibilities BUSINESS DEVELOPMENT ... Client Wealth Advisor understands financial planning strategies and wealth management practices. Overarching duties include building, growing, maintaining,… more
- Citizens (Mineola, NY)
- …planning, investment management , insurance, tax, estate planning, and family office services to clients. Primary Responsibilities BUSINESS DEVELOPMENT ... Senior Wealth Advisor understands financial planning strategies and wealth management practices. Overarching duties include building, growing, maintaining,… more
- Citigroup (New York, 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
- 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
- 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
- US Bank (Greenwich, CT)
- …a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank. ... and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to… 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 (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
- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management , this is the role for you. **Job Responsibilities:** + ... skills** + Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management + 6+ years of proven… more
- House of Blues (New York, NY)
- …university or comparable work experience + 2-3 years' experience as a Box Office manager or representative, including management level work experience + Strong ... position will manage the day-to-day operations of the Box Office department within the scope of generally accepted practices...works proactively to resolve any issues that arise Event Management + Build and maintain all events for venue(s)… more