- Charles Schwab (Indianapolis, IN)
- …on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice ... site in the specified location(s). As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA),...advisory solution, providing clients with a personal relationship, specialized service , and ongoing advice built on Schwab's approach to… more
- HSBC (New York, NY)
- Wealth and Premier Banking - Senior Equity Portfolio Manager Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, ... our people, our investors, our communities, and the planet we all share. The Senior Equity Portfolio Manager is responsible for the ongoing management of the US… more
- Parexel (Denver, CO)
- …of expertise with fully proven rainmaking skills and relationships at the most senior levels within client organizations. A Senior /Vice President Technical ... Review Officer who is looking to draw upon their wealth of experience in clinical trial design and drug...Demonstrated ability to interact professionally at multiple levels including senior and executive management within a client … more
- City National Bank (New York, NY)
- …as necessary. * Assess compliance issues presented through complex new/revised product and service offerings and work closely with senior leaders of business ... Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). * For Wealth Management Compliance roles, experience with a financial institution such as… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... effective communicator, able to leverage and share information to navigate complex client organizations and maximize growth and opportunities within the business. We… more
- M&T Bank (Paramus, NJ)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth ...and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, ... to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more
- Capco, a Wipro Company (New York, NY)
- …next-generation platforms that elevate both client and advisor experiences. As a Senior Consultant on the Wealth & Asset Management Team at Capco you ... industry change as an opportunity to transform the way wealth and asset managers service their clients....Get to Do: ** + Take ownership of strategic client engagements-leading workstreams and collaborating directly with senior… more
- Citigroup (Staten Island, NY)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- Charles Schwab (Jersey City, NJ)
- …they support. We value integrity, open communication, strong market knowledge, and a passion for client service . If you want to work with a firm that is dynamic, ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations... & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing… more
- Charles Schwab (Tysons Corner, VA)
- …"challenge the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing ... clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide...Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management… more
- Bank of America (Atlanta, GA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive client service ,… more
- Coldstream Wealth Management (Mercer Island, WA)
- …This position has the opportunity for career advancement within client service /team operations and/or towards becoming a Wealth Manager (advisor). We have ... Job Descriptions: If you want to utilize your client service and financial planning experience...perfect next step for you. We're adding an experienced Senior Wealth Management Associate to our growing… more
- KeyBank (Portland, ME)
- …Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as needed and appropriate **REQUIRED ... client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service...Responsible for contributing to the development of the annual client wealth plan and actively participates in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Client Service Associate - Boutique Wealth Management Firm Location: Hybrid ... Fully Remote About the Opportunity Join a highly specialized wealth management firm that serves an exclusive clientele of...care, and innovation. Why This Role Matters As a Client Service Associate, you'll be the backbone… more
- Citigroup (Jersey City, NJ)
- …taking active part in the implementation process. + Manage all aspects of client service , including planning, prioritizing and organizing projects. + Develop ... The Citi Wealth Business provides services for clients in Private...as well as our Citi Gold and Citi Private Client business (net worth of ~$200k - $1mm). The… more
- Comerica (Dallas, TX)
- 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...territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service… more
- Citigroup (New York, NY)
- …trust referrals. + Collaborate skill set focusing on positive outcomes for client -facing roles (Bankers, Wealth Planners, Advisors). + Support Advisors, Bankers, ... driving a consistent, sustainable and growth-driven trust referral platform across Wealth . The Trust Services Referral Program is a revenue-generating program… 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 client ... navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where… more
- Grant Thornton (Boston, MA)
- …on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, ... As the Private Wealth Services Tax Senior Associate, you'll...trusts taxation, and individual income taxes + Support multiple client service teams on client … more
