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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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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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Its nearly 1,200+ employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
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CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant.
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Beyond insurance, this role will be part of the overall Aprio Wealth Management operations team helping with new client onboarding, billing and client service. Aprio's Wealth team is looking for an Insurance Specialist to join their dynamic team.
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5+ years' experience at a financial institution in a fiduciary, trust, investment management or wealth management role or experience as a bank regulator is preferred. The CCO is responsible for the execution of an oversight and monitoring program, the risk assessment process; the preparation of compliance related communications, training, policies and procedures; and the preparation of committee and management reports.
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Extensive knowledge of investment strategy, trust administration and wealth management solutions. 10+ years of experience in wealth management or a closely related field. Business Development, Client Relationship Management, Competitive Intelligence (CI), Customer Retentions, Investment Research, New Business Acquisition, People Management, Promotional Activities, Relationship Management.
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A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships. Firm: Large global portfolio management firm with over 200 billion in assets under management.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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Our expertise includes providing services associated with owning, managing, and preserving businesses and wealth, including asset protection, family government services, estate and succession, planning sensitive wealth transfers, and philanthropic planning.
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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
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Five plus years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
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Practice areas include: Analytics, Intelligence, & Data Technology (AIDT), Client Platforms, Core Technology Services (CTS), Financial Advisor Platforms, Global Banking Technology (GBT), Investment Solutions Technology (IST), Institutional Wealth and Corporate Solutions Technology (IWCST), Technology Delivery Management (TDM), User Experience (UX), and the CAO team.
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Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses Required Skill(s): Credit underwriting skills.
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Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, acquired through work experience is required to respond to the issues that arise during sales calls.
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wealth management jobs in Atlanta, CT, France
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