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5+ years of experience handling property insurance claims with an emphasis in working with High Net Worth customers and experience with automated claims systems. You will be responsible for quality handling and resolution of property claims including complex, high exposure claims in a timely, professional manner with emphasis on providing quality service.
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The Development Manager reports to the Executive Director and performs day-today activities to build and maintain sustainable revenue in partnership with major donors (high net-worth individuals), foundations, and corporate partners for Fourth & Hope. Strategies include social media communication, fundraising events, identifying donors, major gifts, planned giving, and direct mailing.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Strong network of relationships with institutional investors, private equity firms, and high-net-worth individuals. Detail-oriented with a high level of accuracy and a commitment to meeting deadlines.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The successful Private Wealth High Net Worth Senior Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Our practice is diverse, and our clients include complex S corporations, partnerships, C corporations, trusts, estates, and high-net-worth individuals and family groups. CPA and/or JD required; MT/MST and/or LLM in tax preferred.
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Bachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ 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.
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We’re Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The.
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In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients.
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Associate Vice President of Development ( AVP ) and will manage the planned giving team and maintain an active portfolio of high net-worth prospects capable of making gifts of $1 million or more.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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The Associate Client Strategist will participate in a two-year comprehensive sales career and skills development program where the individual will gain the skills, knowledge and experience to ultimately offer BNY Mellon Wealth Management's full suite of services to high-net worth individuals primarily through face-to-face meetings and networking with various centers of influence.
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The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW.
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Our client is a leading boutique wealth management firm established in 2006, specializing in serving high-net-worth individuals including business leaders, artists, entertainers, athletes, and their families.
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The Director of Major Gifts will be responsible for identifying strategic opportunities, developing, and implementing initiatives to identify, cultivate and solicit high-net worth donors to ensure a strong base of perpetual financial support.
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