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In this capacity the MTD will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market Executives and Wealth Strategists to provide fiduciary oversight and trust administration to complex and sensitive client relationships.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Requirements Qualifications:Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred)Extensive experience (5+ years) in trust administration, estate planning, or wealth management preferably within a trust company or financial institution.
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Proactively engage other specialists within Bank of America's Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) The Senior Trust Officer maintains a book of fiduciary and investment management accounts.
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Ideal client coverage for the hedge fund salesperson/fundraiser would be with pension funds, endowments, and sovereign wealth funds, as well as consultants and platforms related to similar institutions.
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The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
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The Audit Associate Director is responsible for helping to set the overall strategic direction of the Asset and Wealth Management audit team alongside the Audit Managing Director. Associate Audit Director, Wealth and Asset Management page is loaded.
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Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds.
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The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME.
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Reporting to the Head of Wealth Management Associates, who in turn reports to the Head of Business Development, you will provide individual FRs wealth management solutions to a specific client situation leveraging their understanding of the available accumulation and income distribution products available via Park Avenue Securities.
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Trust Administrators provide administrative and operational support to assigned Trust Advisor/ Relationship Manager (s) by delivering excellent customer service while contributing to the overall goals and objectives of Wealth Management.
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Minimum eight years managing client relationships in wealth management industry. Works closely with Chief Investment Officer, Investment Officers and Wealth Management Officers and clients to ensure that account assets are invested appropriately according to terms of their governing documents and the client’s objectives while taking into consideration tax implications and risk tolerance levels.
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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.
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As a Wealth Management Associate with Lemnis Capital, a division within Equitable Advisors, you will work closely with senior wealth managers and financial advisors to provide comprehensive financial planning and investment management services to high-net-worth clients.
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Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments.
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wealth management jobs Title: client strategist Company: Aetna
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