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You will also work closely with the Product Development and M&A teams to shape the future roadmap of Savvys advisor technology platform, vet and convince other top wealth managers to join Savvy, and train new staff.
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Learn business development strategies through ongoing client service, identify opportunities to expand existing client relationships, and engage with clients to create referral opportunities.
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UPMC Magee combines a wealth of specialty services with a focus on gynecologic and obstetric services. H1B visa sponsorship available. UPMC Magee is recruiting an Ob/Gyn physician for our hospital in Pittsburgh, PA. Must have an MD or equivalent, be BC or BE in Ob/Gyn with the ability to obtain an unrestricted PA license.
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Internationally recognized culinary scene, and renowned centers of higher learning in the University of Pittsburgh and Carnegie-Mellon University. About UPMC Magee Women’s Hospital and UPMC. EPIC EMR for outpatient and Cerner for inpatient.
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Some knowledge of Capital Markets use-cases – Custody, Payments, Asset Management, Wealth Management. Development of strategic sourcing opportunities through the introduction of a competitive bidding, proofs-of-concept, demand management, supplier consolidation, and process reengineering.
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BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. Partner with Technology/Business Leads, Vendor Risk and Legal teams in the negotiation of: Enterprise Licensing Agreements, Subscription Agreements, Master Services Agreements (MSAs), Statement of Work, Services Level Agreements (SLAs), NDAs, etc.
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Experience with charitable giving, estate planning for retirement assets, and tax-efficient family wealth transfer strategies. Assisting individuals and families in trust structures and wealth transfer tax matters.
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This role is a great opportunity for a leader with strong wealth management experience, who is a change agent and ready to chart a new path forward for the AMG business on its growth journey ahead.
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The rebrand of Mid Atlantic Trust Company to American Trust Custody is part of the previously announced launch of AmericanTCS, which brings together all of the trust, custody, retirement, wealth, and technology operations of EdgeCo Holdings under a single umbrella.
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Prospect Research:Conducts proactive and reactive research and prospect wealth screenings in support of AHN’s fundraising efforts. Maintains and analyzes prospective and upgraded donor data and develops current and prospective donor profiles to help determine appropriate solicitation ranges for transformational giving to AHN.Manages research projects including grateful patient uploads and screenings as well as research for Board development.
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Collaborate with city government colleagues and community organizations to co-create and manage bold, innovative solutions to jointly drive climate action and advance racial wealth equity; including greenhouse gas reduction strategies.
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Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
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EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.
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Launched in , Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business—thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience.
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Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management.
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wealth job Title: business development in Pittsburgh, PA
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