- Citigroup, Inc. (Huntington, NY)
- … Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such ... entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, operates… more
- Jamie Grayem (Albany, NY)
- …Summary The Wealth Planner is responsible for delivering financial planning experience to high net worth clients and prospects. The Planner will work ... Wealth Planner / Hight Net Worth Financial Advisor Albany, NY,...clients (required) 3+ years providing financial planning advice to high net worth clients (preferred)… more
- Forge Global (Denver, CO)
- …alternative investments and experience marketing to audiences including RIAs, family offices, high - net - worth individuals and institutions. This person will ... suite; craft messaging that resonates with mid-market clients, family offices and high - net - worth individuals. Content Development: Create thought leadership… more
- Goldman Sachs, Inc. (Seattle, WA)
- …Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select ... comprehensive advice to a wide range of clients, including ultra- high net worth and ...relationship manager for ultra- high net worth clients Work closely with Private Wealth … more
- AllianceBernstein Holding LP (Minneapolis, MN)
- ABOUT BERNSTEIN Bernstein Private Wealth Management advises high - net - worth clients on planning for-and living with-the complexities that come with ... wealth . We specialize in addressing challenges that extend well...always working for you, looking for new opportunities. Our high -con-viction approach aims to deliver investment clarity and better… more
- Citigroup, Inc. (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US...NY Metro area with $500MM+ in revenue and a strong high net worth client base. Individual ... Wealth Management Business managing multiple teams of ...ensuring alignment with business growth strategies. Build and nurture high powered sales teams through coaching and strategic leadership… more
- Citigroup, Inc. (Bronxville, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...to gain incremental wallet share of the affluent and High Net Worth segment through the ... holistic financial solutions. Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Citigroup, Inc. (Palo Alto, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...to gain incremental wallet share of the affluent and High Net Worth segment with ... holistic financial solutions. Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Grant Thornton (Chicago, IL)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... Job Description 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… more
- Goldman Sachs, Inc. (New York, NY)
- …manages over USD 375 billion across a variety of mandates including institutional portfolios, high net worth accounts, mutual funds and ETFs, using ... sophisticated quantitative models that have been developed in an innovative research environment. The team is one of the largest quantitative managers in the world, and is recognized as an industry leader in quantitative portfolio management techniques. The… more
- Citigroup, Inc. (Loma Linda, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...to gain incremental wallet share of the affluent and High Net Worth segment through the ... holistic financial solutions. Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Goldman Sachs, Inc. (Chicago, IL)
- …financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net ... Job Description ASSET & WEALTH MANAGEMENT Across Wealth Management, Goldman...lifecycle management for millions of Marcus customers across our high yield savings and CD products. We're a data… more
- Citigroup, Inc. (Houston, TX)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. Responsibilities: Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- CIBC (Madison, IL)
- …investment advisory, or financial services industry and understand the needs of high - net - worth clients. Strong communicator: You possess excellent verbal ... be doing As a Client Service Manager , you will support Private Wealth relationship management and business development efforts by delivering exceptional service to… more
- Pacifica Continental (Miami, FL)
- …this role, you will be responsible for developing and managing relationships with high - net - worth individuals and families, providing them with comprehensive ... unique needs and objectives. Responsibilities: Identify and cultivate relationships with high - net - worth individuals and families. Conduct in-depth financial… more
- Soros Fund Management (New York, NY)
- …investment firm, public accounting), experience working in a family office or w/ High - Net Worth individuals preferred Strategic mindset with a demonstrated ... reporting of family entities, investment vehicles, trusts, personal balance sheets and High - Net - Worth statements. Partner with estate and tax planners… more
- Michael Page (Greenwich, CT)
- …and wealth management office that oversees the financial affairs of a high - net - worth family. It provides a range of services including accounting, ... Applicant 3-5 years of accounting experience, preferably in a private wealth , family office, or multi-entity environment. Strong understanding of financial… more
- Crescent City Recruitment Group (Boca Raton, FL)
- …Raton, FL. They support the legal, financial, and administrative needs of a high - net - worth family. Their work involves sophisticated estate planning, trust ... and verbal communication skills Highly organized, discreet, and detail-oriented Familiarity with high - net - worth or international estate structures is a plus… more
- JPMorgan Chase & Co. (New York, NY)
- …prospecting, acquiring, and developing private banking/ wealth management relationships with ultra- high net worth individuals and families in the ... advising Global families on building, preserving and managing their wealth . You will use your knowledge of investments, financial...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- EPIC Brokers (Newport Beach, CA)
- …classifying, and recording financial transactions to ensure the financial records of the high - net worth private clients are accurate. They also assist ... fostering financial wellbeing and inclusivity. We provide comprehensive, personalized wealth management solutions and expert operational support, helping our clients… more
