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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive 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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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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Qualifications:JD required; LLM or CPA a plusMinimum 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 clientsExperience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.
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We are looking for a talented and experienced fixed income analyst or trader to join our highly successful and fast-growing global markets team. Providing real-time analysis of US fixed income markets – particularly STIR and sovereign bonds.
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Assets Division, especially Complex High Net Worth Assets, including Cryptocurrency and Digital Asset Management. Extensive experience in high-net-worth divorce.
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Strong background managing all aspects of fundraising including high net worth individuals, foundation and corporate relations, online outreach, and direct mail campaigns.
$100,000 - $110,000 a yearExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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Assist in managing single and multi-sector investment portfolios for high net-worth individuals and their entities, institutions, endowments, municipalities, and not-for-profit organizations using appropriate securities and vehicles per each client's investment policy and preferences.
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Profile required Division Description: Within Societe Generale Corporate & Investment Banking, the Global Markets Division brings together the Research, Investment and Risk Management Solutions, Execution and Clearing, Prime Services, Equities, Fixed Income, Futures and Currencies & Commodities structuring capabilities with the objective of providing investors with one integrated multi-asset market solutions team.
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Strong business knowledge across a broad range of asset classes (Equity, Fixed Income, Derivatives, Structured Products, and Alternative Investments). Experience leveraging cloud-based data platforms such as Snowflake, Databricks, and ELT tools such as FiveTran and dbt.
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Click here to see more about Diversity, Equity and Inclusion at Orangetheory. Orangetheory is committed to encouraging, facilitating and upholding an environment centered on diversity, equity and inclusion across every facet of the Orangetheory brand.
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Through its acquisition of Greenhill, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research.
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For more information on benefits by country visit: Diversity, Equity, and Inclusion at S&P Global:At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets.
$77,400 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Conduct research on cutting edge technologies in AI/BI/ML/NLP, alternative data, FinTech, high performance computing (e.g. GPU, quantum computing) to discover the potential opportunities to the business applications.
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We are an equal opportunity employer and place a high value on diversity and inclusion at our company. J.P Morgan Asset Managementhas one of the industry's most comprehensive and well-regarded alternative investment businesses, with more than $170 billion in Assets Under Management (AUM) and diversified alpha engines across Hedge Funds, Absolute Return Fixed Income, Private Equity, Private Credit and Real Assets, which includes Real Estate, Infrastructure, Transportation and Natural Resources.
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Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals.
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high net worth diversity and inclusion fixed income jobs Company: Goldman Sachs in New York, Amarillo, Texas
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