Wealth Relationship Manager Safe Act Citigroup Inc.Wealth Relationship Manager Safe ActLos Angeles, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - San Francisco / Van Ness / Cathedral Hill Citigroup IncWealth Relationship Manager - San Francisco / Van Ness / Cathedral HillSan Francisco, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager Safe ACT - Wilshire Westwood Citigroup Inc.Wealth Relationship Manager Safe ACT - Wilshire WestwoodLos Angeles, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Dir, Product Wealth Management Thrivent Financial for LutheransDir, Product Wealth ManagementMinneapolis, MNRemote$177,984–$240,803 / yearThe teams in this portfolio build and scale investment and portfolio management capabilities, governed product access, broker dealer and trust enablement, and enterprise wealth data-providing the critical building blocks that other product teams rely on to deliver seamless, compliant, and high quality wealth experiences. Work with leaders, individual contributors, and teams to help them understand the Thrivent Operating Model and adopt a product mindset, develop critical Product Management skills, and learn new tactics to define and form products and product teams.
Wealth Management Advisor - Aptos, California US BankWealth Management Advisor - Aptos, CaliforniaAptos, CA$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools.
Wealth Management Advisor - Oak Lawn, IL U.S. BankWealth Management Advisor - Oak Lawn, ILOak Lawn, Illinois$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. · Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools.
Manager, Upstream Oil & Gas FactSetManager, Upstream Oil & GasLakewood, ColoradoClients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
Senior Account Manager / Recruiter Agius & Partners SASenior Account Manager / RecruiterMiami, FloridaHeadquartered in Geneva, we partner with over 25 private banks across Switzerland , helping them hire top-performing Private Bankers / Relationship Managers managing Ultra High Net Worth and High Net Worth clients. Youll benefit from Agius & Partners Swiss infrastructure, global brand reputation, and international collaboration , with the freedom to build your own book of business and earn top-tier commissions .
Benefits Manager Farther Finance Advisors LLCBenefits ManagerIrving, TXFarther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Benefits Manager FartherBenefits ManagerDallas, TXFarther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Wealth Management & Trust Officer II Southside Bancshares IncWealth Management & Trust Officer IIFort Worth, TXHowever, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Job Summary: This position serves as a trusted advisor to our affluent clients and provides comprehensive guidance to clients regarding risk management, tax, estate planning, investment, and banking needs.
Real Assets Debt Product Manager MSCI IncReal Assets Debt Product ManagerNew York, NY$181,000–$235,000 / yearWorking knowledge of the debt and lending side of real assets in addition to equity, spanning senior mortgages, mezzanine loans, B-notes, preferred equity and both private real estate credit and public instruments such as CMBS, together with an understanding of how debt strategies differ from equity ownership in their risk, return and yield profiles, their sensitivity to interest rates and credit spreads, and the metrics (LTV, DSCR, debt yield) used to underwrite and value them. This includes market research and client interviews to ideate and prototype new initiatives, fleshing out detailed requirements and working with other teams on the solutioning and estimation, participating in governance forums to determine prioritization and timing, monitoring the build process, quarterbacking go to market planning, and tracking the success of the product with clients.
Content Manager - Corporate Actions FactSet Research Systems IncContent Manager - Corporate ActionsNorwalk, CT$96,000–$120,000 / yearAlongside ISO format integration, you will ensure high-quality, accurate corporate actions data reaches clients, develop and optimize workflows, and provide subject matter expertise for internal and external stakeholders. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support.
Regional Portfolio Manager Seacoast BankRegional Portfolio ManagerFLPart timeThe Regional Portfolio Manager is responsible for managing and servicing the fiduciary and investment needs of Seacoast Wealth Management (SCWM) clients. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.
Private Markets & Alternatives Product Manager The Depository Trust & Clearing CorpPrivate Markets & Alternatives Product ManagerJersey City, NJIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. Act as liaison with Product Owner or a key product member in an Agile squad and partnering with internal teams for implementation of new features ensuring that all proposed changes are reviewed, feedback is incorporated and any impact is fully communicated to internal stakeholders; participates in dynamic P.I. planning sessions.
NewHealthcare Operations Manager - Shreveport, LA ACTHealthcare Operations Manager - Shreveport, LAShreveport, LAVP, Operations, the Operations Manager leads and directs a team supervisors and of production associates performing customer support, product sales or collections services to meet company and client productivity, quality and revenue objectives for one of our Account Services Client. Any non-essential functions are assumed to be included in "other related duties as assigned": Monitors associates real-time productivity to achieve production and revenue goals.
Manager Retail Branch GreenState Credit UnionManager Retail BranchCedar Rapids, IA$82,321.72–$96,243.68 / yearCoaches the branches to achieve business development activities including outside networking, in-branch selling, outbound phone selling skills and targeted branch correspondence. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
NewDigital Marketing Manager Carolina Estate PlanningDigital Marketing ManagerWinston-Salem, NC$85,000–$95,000 / yearIn addition to running our digital marketing channels, you will play a key role in building and nurturing our referral partner network — organizing events and cultivating relationships with other professionals who serve our ideal clients. Build and maintain a robust referral partner network of financial advisors, CPAs, elder law professionals, wealth managers, senior care providers, and other centers of influence who serve our ideal clients.
Senior Wealth Manager Procisive LLCSenior Wealth ManagerSan Diego, CAThe Senior Wealth Manager is responsible for leading high-net-worth client relationships and delivering comprehensive advice across financial, investment, tax, estate, and long-term planning. In addition to client advisory responsibilities, this role is expected to contribute to the firm's growth by closing high-net-worth client opportunities and developing new relationships through referrals.
Associate Wealth Manager First Merchants CorpAssociate Wealth ManagerIndianapolis, INEssential Duties and Responsibilities: Function as an essential member of the relationship management team, working with lead officers and portfolio managers for a specific group of clients. Build relationship management acumen by proactively seeking development and coaching opportunities, including but not limited to observation, joint calls and training.