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The 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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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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In this capacity the STO will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market Executives and Merrill Wealth Strategists to pursue opportunities for trust services, as well as provide fiduciary oversight and administration to complex and sensitive client relationships.
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The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
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The Senior Wealth Strategist serves as the lead planner for high net worth and ultra high net worth clients of the firm. The Senior Wealth Strategist collaborates with members of the firm and the client’s advisor team to provide support in the acquisition of new clients, while supporting retention and expansion of existing client relationships.
$160,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Consults with Relationship Manager, Wealth Advisor, Private Banker, Trust Officer and client to deliver solutions based on organizational investment philosophy and customer objectives. Provides an open architecture approach based upon the guidance list of strategies overseen and approved by the BOKF investment process (Wealth Portfolios, mutual funds, ETF’s, SMA’s, alternative investments, etc.
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Partner with Wealth Strategist and Annuity Marketing teams on internal presentations regarding wealth transfer, income protection strategies and product updates. Compliment regional Wealth Strategist and/or Annuity Marketing teams with pursuing marketing efforts.
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As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans. As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans.
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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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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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This role is responsible for the development and implementation of an integrated marketing plan and digital strategy for the Financial Advisor / Private Wealth Advisor team. The Director of Marketing & Communication is a senior level position on a Financial Advisor / Private Wealth Advisor team.
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Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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Among her acknowledgements, Karen has been recognized by Forbes as a “Top Women Wealth Advisor” by Forbes from 2017-2022, as well as a Forbes “Best-in-State Wealth Advisor” from 2018-2022.
$80,000 - $105,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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3+ years’ experience in financial advising and planning, wealth management, and/or investment management; experience with sustainable, responsible, and impact investing strongly preferred. We are fee-only, employee-owned, woman-led, and a certified B Corp. Our focus is on changing the world by shifting the balance of wealth and power, and we have a clear set of values to support that work.
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This Associate will play a key role within the Consumer and Wealth Management division, overseeing media governance for Marcus by Goldman Sachs, Ayco, Goldman Sachs Personal Financial Management and Goldman Sachs Private Wealth Management.
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wealth job Title: cardiology Company: Ab Staffing in CT, Arizona
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