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The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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This highly visible Director role is a senior management position that will work closely with peers within USPB Risk CAO organization and Wealth CRO, 1st & 2nd lines of defense (LOD) senior risk managers, Wealth Business Development and Product Heads and specialized subject matter experts (SMEs) in Enterprise Risk Management (ERM), Counterparty Credit Risk (CCR), Wholesale Credit Risk (WCR), and Retail Credit Risk Management (RCR) and related Technology partners throughout Citi.
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In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
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Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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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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Collaborating closely with Account Management and New Business teams, you'll shape the digital strategy for our clients and work with our SVP, Program Management on project scopes and plans.
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We believe that wealth managers should be the ones to in charge of shaping the experience of the products they use every day. This allows them to operate more efficiently and offer a superior, unified digital experience to their clients.
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Senior VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning), a person will play a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships.
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Role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). Principal Wealth Manager. We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans.
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What You'll Do: Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support. Work with first and third-party service providers across tax, trust & estate, and insurance specialties.
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Design, implement, and monitor long-term investment strategies and appropriate asset allocations. Transition your client book of business to the firm together with our best-in-class Client Transition Team Work with clients to gather data to define their financial planning and investment needs.
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The Private Client Wealth Advisor delivers advice through financial planning and then offers appropriate wealth management and banking solutions to clients. The Private Client Wealth Advisor understands financial planning strategies and wealth management practices.
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Thats why youll work closely with the Product, Engineering, and Design teams weekly to deliver critical feedback that helps us rapidly improve our platform and shape our future roadmap. Identify client issues, explain financial planning concepts, clarify goals & objectives, and prepare financial plans.
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wealth management jobs Title: wealth management associate Company: First Republic Bank
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