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Minimum 4 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (>$20 million) Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clients.
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This leadership role will be responsible for developing M&A teams, product development and recruiting top talent to assist ultra-high net worth clients safeguard their financial futures.
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As a Regional Client Advisor within the Institutional Advisor (IA) Channel at JPMorgan Asset Management - US Funds Management, you will be a part of an integrated team, primarily tasked with establishing and expanding JP Morgan's client base among RIA's, Bank & Trusts, and Family Offices in the region.
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Job Description Reporting to the Head of Development (“Head”) and serving as a key member of the Individual Giving (IG) team within the Advancement department, the Principal Gifts Officer advances the mission of Success Academy Charter Schools (SA) through the engagement and solicitation of high net worth individual donors and prospects at the Principal Gift level (i.e., gifts of $1,000,000.
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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.
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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.
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The Private Wealth Advisor is the knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth individuals and families.
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The Research and Policy Advisor will assist with several high-priority initiatives including advancing recommendations from the Sustainable Rate Structure Analysis and advancing water reuse projects and policies in support of the CSO consent order and PlaNYC goal to develop a strategy to end the discharge of untreated sewage into the New York Harbor by.
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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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Merge Storytelling and TechnologyMERGE promotes health, wealth and happiness in the world by merging storytelling with technology and offers marketing and technology clients full-service capabilities including strategy, creative communications, experience engineering, performance marketing, media and digital platform development.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking andprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Data Management: Maintain high-quality data practices in the donor database using tools including Salesforce, Apsona, ClickUp, Slack, Google Workspace, and Donor Search. The Development Operations Manager core responsibilities include gift processing and donor acknowledgments, project management for fundraising communications and development team projects, and support for other operational needs.
$74,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing High-Net-Worth Wealth Managers. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.
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Understanding of the unique needs and preferences of high-net-worth individuals and families in the private banking sector, including wealth management, estate planning, and philanthropy.
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B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services.
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development wealth management advisor high net worth jobs Title: wealth Company: Equitable Advisors in New York, NY
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