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The Wealth Strategist provides overall wealth planning expertise, with significant depth in one or more areas including investments, estate planning, retirement planning, personal and business taxation, or executive compensation.
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The Wealth Strategist / Client Development Sales Executive is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. The Wealth Strategist / Client Development Sales Executive maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships.
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Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Saleforce COE.
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Citi's Wealth business serves the needs of clients across the entire wealth spectrum. Key Accountabilities Lead a team of Senior Control professionals supporting members of the Wealth Leadership team with assessment of operational,pliance and reputational risks and the design of effective controls to support business growth and expansion agenda.
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A fifth of all global assets flow through our platform, and while we are most known for our more than $ trillion in assets under custody and administration, we also have more than $ trillion of assets on our Data & Analytics platform In Wealth and Market Infrastructure, we are the backbone of our clients’ capital markets and payments capabilities, playing a core role in collateral management, markets, and treasury services and our Pershing business is the leading wealth technology provider.
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The Senior Advisor Client Strategist seeks to help BNY Mellon drive growth by identifying new clients who will be well served by BNY Mellon's unique value proposition in wealth and investment advisory and planning, including solutions that bridge business and personal goals, private banking, investment management, and trust administration.
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As a Trust Advisor, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, tax planning, and provide personalized advice around wealth transfer plans.
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RoleThe Global Head of AML Risk Management - Wealth reports to Citi’s Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
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Referral sources include partnerships in retail, private banking, commercial and wealth management lines of business, as well as external centers of influence like attorneys, CPAs, and other advisors.
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WellBridge Wealth, a premier boutique financial advisory firm located in Colchester, VT, is inviting a talented Financial Advisor to join our esteemed team. At WellBridge Wealth, we don’t just manage wealth; we craft financial futures.
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Provide compliance support for wealth management, fixed income, public finance, equity trading, options, or commodities business lines. Knowledge of wealth management, fixed income, public finance, equity trading, regulatory reporting, commodities, and/or options is preferred.
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Manage and develop sales territory with WMC to drive growth of wealth management business, FR segmentation, tailored training to groups of FRs, sales concepts, opportunity identification.
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Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars. Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor.
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Blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks.
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Meet with clients periodically to deepen relationships, address issues, develop new business opportunities, and/or provide trust, estate, and wealth transfer planning insight. 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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wealth job Title: business Company: Edward Jones
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