- Edward Jones (St. Louis, MO)
- …seeking a Sr. Brand Content Strategist to lead omnichannel content strategies for our high net worth (HNW) investor business segment. This role requires a deep ... financial services industry, particularly for investors who have a high net worth and high ...a passion for storytelling, a deep understanding of premium wealth management services, and the ability to translate complex… more
- Edward Jones (Dallas, TX)
- …client's objectives through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth team and ... have a desire to be a part of the wealth management process? Do you have a strong background...The Edward Jones Generations (TM) team provides an end-to-end, high net worth (HNW) client experience by… more
- Cognizant (Montgomery, AL)
- **_Senior . NET Core Developer with AWS (Hybrid)_** As a Senior . NET Core Developer, you will make an impact by contributing to the architecture and design of ... a preference for those with experience in Asset and Wealth Management. + Collaborate with cross-functional teams to design,...to have to be considered:** + Develop and maintain high -quality software solutions using PostgreSQL, Angular, and . Net… more
- Edward Jones (St. Louis, MO)
- …Experience establishing and cultivating industry networks and centers of influence + Experience in High Net Worth client wealth management + Progress toward ... the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions, a team...Net Worth (HNW) Solutions, a team in the Wealth Management - Products area, is responsible for the… more
- Cognizant (Fort Mill, SC)
- ** Senior . Net Full Stack Engineer (. Net Core-AWS)** **About the role** As a Senior . Net Full Stack Engineer you will make an impact by designing and ... developing scalable, high -performance software solutions that support business-critical functions. You will...work collaboratively with cross-functional stakeholders, including the Asset and Wealth Management teams. **In this role, you will:** +… more
- Cognizant (Fort Mill, SC)
- **_Senior . NET Developer with AWS (Hybrid)_** As a Senior . NET Core Developer, you will make an impact by contributing to the architecture and design of ... and maintain high -quality software solutions using SQL Server C# and . Net Framework to meet business requirements. + Collaborate with cross-functional teams to… more
- Citigroup (New York, NY)
- …the entire continuum of wealth clients. The unified business supports ultra- high - net -worth individuals and family offices through Citi Private Bank, operates ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth...to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth… more
- KeyBank (Portland, ME)
- …fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net -worth greater ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net -worth clients. + Deep tax, investment, estate planning, business… more
- JPMorgan Chase (New York, NY)
- …growth business for the firm, serving clients from the mass affluent to the ultra- high - net -worth markets. Within the JP Morgan Advisors (JPMA) and Chase ... their success through targeted campaigns and impactful communications. As a Product Marketing Senior Associate on the JPMorgan Wealth Management team, you will… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you ... will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique...using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth… more
- JPMorgan Chase (New York, NY)
- …President to serve as the strategic liaison for the extension and integration of CCB high net worth credit card products - including the JP Morgan Reserve Card ... subject matter expert for Consumer & Community Banking (CCB) high net worth (HNW) & ultra- high...(POTENTAILLY WILMINGTON ONCE PER QUARTER) + This role offers high visibility with senior leadership. + Direct… more
- Neuberger Berman (New York, NY)
- …centralized planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high - net -worth clients of the ... with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners… more
- Neuberger Berman (New York, NY)
- …of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise high - net -worth clients on all aspects of ... relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and... management preferred + Proven ability to manage complex, high - net -worth relationships with a focus on trust… more
- Fifth Third Bank, NA (Columbus, OH)
- …FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues ... and sales officers to create strategies and opportunities for high net worth client base. + Coaches...and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we… more
- BMO Financial Group (Walnut Creek, CA)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Tax Preparer Role Overview We're seeking an experienced Senior Tax Preparer to support high ‑ net ‑worth clients across a diverse range ... + Client Experience: Strong communication skills and experience working with high ‑ net ‑worth clients + Tax Expertise: Familiarity with advanced strategies… more
- Truist (Houston, TX)
- …of America) **Please review the following job description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background ... and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and… more
- M&T Bank (Paramus, NJ)
- …and deepen existing High Net Worth (HNW) and Ultra- High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and… more
- M&T Bank (Wilmington, DE)
- …higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- Grant Thornton (Boston, MA)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all ... As the Private Wealth Services Tax Senior Associate, you'll...+ Provide tax planning and consulting to our firm's high net worth clients for estate, wills… more