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The successful candidate will have experience in high net-worth tax and estate planning, wealth preservation and charitable giving, estate and trust administration, and business succession planning.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Manage your business remotely from home to cover a local territory within driving distance, to present our client’s wealth management solutions to high-net-worth prospects—you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Our ideal candidate will have at least 4 years of experience in wealth preservation, estate and trust administration, business succession planning, and high net-worth tax and estate planning.
$165,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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Partner with key functions & business units (Consumer Bank, Business Banking, Wealth Management, Commercial Bank, Communications, CMO, etc.) Responsible for driving brand and business impact of M&T Bank’s sponsorship portfolio and investments.
$167,686.56 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Refine City Year’s high-net-worth individual giving circle with innovative strategies to increase individual major gifts of $10,000+ and promote overall donor participation. A specific emphasis is placed on managing and building relationships with philanthropic corporations and foundations, high-net-worth individuals, other local businesses, and media outlets in an effort to maximize financial resources and brand awareness opportunities, helping City Year Buffalo achieve its revenue and marketing objectives.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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This experience must include performing moderate and/or high complexity testing in blood banking, chemistry, hematology, microbiology immunology and clinical microscopy (or categorical experience which matches categorical certification) in a clinical laboratory.
Full-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Their areas of practice include business and finance, employment and labor, family wealth, estate planning, intellectual property, litigation, and real estate development. This role involves strategizing and contributing to the growth of the practice area and the firm's business development efforts, handling complex legal cases, mentoring junior attorneys, and working closely with clients to deliver tailored legal solutions.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and restructuring (TRS.
$150,000 a yearFull-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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Develop presentations to convey key elements of fixed income process and strategy to senior management, Executive Asset Liability Management Committee (Ex-ALCO) and Investment Credit Committee (ICC.
$137,972.36 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Demonstrates extensive knowledge and/or a record of success in the understanding of current issues key executives contemplate within the banking & capital markets, insurance, and asset & wealth management sectors, including how all 3 Lines of Defense can play a role within the organization to address the risks.
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Lead the development and deployment of cutting-edge assembly and test processes for new manufacturing lines in Buffalo, NY. Driving high-quality and efficient production of power electronics for our cars and energy products.
Full-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Position Title: Investment Research Analyst and Portfolio Manager Department: Research and Investments. The Investment Analyst is responsible for reviews on the accounts assigned and any research associated with those accounts.
$110,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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In support of the i-team’s bold, innovative strategy to jointly drive climate action and advance racial wealth equity, including greenhouse gas reduction strategies, the Civic Designer will, Building on the longtime leadership of U.S. cities to confront the overlapping crises of climate change and racial wealth inequity, the new initiative will provide deep support to selected cities to pursue transformative solutions.
$109,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
wealth business banking investment high net worth jobs Company: Jpmorgan Chase in Buffalo, NY
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