- Vanguard (Scottsdale, AZ)
- …a seamless client experience. + Foster trust and reliability through consistent, high -quality service. + Educate clients on Vanguard's product and service offerings ... to enhance the client experience and fulfill investment needs. Qualifications: + Active FINRA Series 7 and 63 licenses. + 1-3 years of experience in financial services. + Strong relationship management skills. + Excellent communication and interpersonal… more
- Edward Jones (Dallas, TX)
- …experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal home office ... answered yes to these questions, joining the Edward Jones High Net Worth team could...the wealth management services that our clients need. The Senior Planner will serve as a conduit between the… more
- UMB Bank (Kansas City, MO)
- …** Senior Private Banker** will source & maintain relationships with high net worth clientele. The Senior Private Banker primarily delivers private ... the UMB footprint through an exclusive delivery model. A Senior Private Banker may be called upon to provide...spend your time:** + Call on prospective and existing high net worth clients to… more
- Charles Schwab (Westlake, TX)
- …employees regarding their equity compensation plans. As a ** Senior Team Manager, High Net Worth Representative** (People Leader) on the Executive ... + Train, set expectations, empower, and supervise the teams' interactions with high profile clients and safeguard material non-public and inside information. +… more
- Wipfli LLP (Detroit, MI)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Wipfli LLP (Denver, CO)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Wipfli LLP (Denver, CO)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... a timely manner + Provide training, direction, and supervision to staff and senior accountants + Participate in and provide leadership for firm initiatives and… more
- Wipfli LLP (Detroit, MI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... a timely manner + Provide training, direction, and supervision to staff and senior accountants + Participate in and provide leadership for firm initiatives and… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …attention to detail. + Professional presence, with the ability to interact confidently with high - net - worth clients and senior leadership. + Positive, ... an essential role in supporting both the internal team and the firm's high - net - worth clientele. If interested in hearing more and for faster consideration,… more
- HSBC (New York, NY)
- …our investors, our communities and the planet we all share. As a Senior Relationship Manager, you will acquire maintain, and grow profitable long-term relationships ... principally focused on HNW and UHNW individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships and manage existing relationships to generate new AUM and Gross Revenue. Here's… more
- Truecare Homecare Agency (Brooklyn, NY)
- …+ Market Expansion: Identify and pursue new referral channels within high - net - worth communities, including luxury senior living, concierge medical ... skills. + Familiarity with the needs and expectations of high - net - worth families and private care...worth families and private care referral networks. For Senior Outreach & Marketing Lead (10+ Years Experience): +… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge… more
- US Tech Solutions (Charlotte, NC)
- …on client income tax planning strategies directed to high - net worth individuals. + Communicate with senior leadership team to provide operational ... to deliver sophisticated income tax planning advisory services for Client's highest net worth and most influential clients. + Serves as an expert resource for… more
- Charles Schwab (Austin, TX)
- …to enhance our expertise, delivery, and services for both mass affluent and high net worth clients. As a Senior Manager you will support SWA Offer ... to both retail and registered investment advisor (RIA) clients. Within WAS, the Senior Manager, Offer Management (Business) will be part of the SWA Offer Experience… more
- Truist (Atlanta, GA)
- …advanced planning advice to current and prospective clients with a primary focus on Ultra- High Net Worth (UHNW) clients and prospects. Engages in activities ... and other planning information for High and Ultra- High Net Worth clients and...may change from time to time. 1. Impact: The Senior Advice and Planning Analyst's primary purpose is providing… more
- M&T Bank (Bear, DE)
- …assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business ... individualized investment needs of current and potential Bank customers for the high net worth segment, utilizing experts in Financial Planning, Carriers,… more
- Truist (Philadelphia, PA)
- …Responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) and Ultra High ... manager, or other investment-related activities with a focus on high net worth and ultra-...skills as well as robust business development capabilities. A Senior IM is client-focused, detail-oriented, and excels at interpersonal… more
- KeyBank (Pepper Pike, OH)
- …fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries. Within the ... Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needs. - Fulfills… more
- KeyBank (Toledo, OH)
- …responsibilities of KeyBank by providing expert trust administration and counsel to High - Net - Worth clients and their beneficiaries. Within the relationship ... + Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. + Fulfills… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... + 8+ years of relevant experience in financial services - ideally with Lending experience in a High Net Worth or Ultra High Net Worth… more