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The Senior Wealth Advisor role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. We are backed by top-tier VC firms, including Index Ventures and Thrive Capital, and a panel of list executives from the wealth management industry.
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10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.
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Ideally 3+ years of AML experience with a wealth management, broker dealer, retail and/or private bank, and/or correspondent bank or relevant post-graduate degree such as a MBA or JD. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$272,090 a yearFull-timeExpandUpdated 1 month ago - UpvoteDownvoteShare Job
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Serves as the primary point of contact for these relationships and delivers tailored solutions to target customers and prospects by listening to their needs and using the Commercial banking product suite (loans, deposits, letters of credit, treasury management, international banking services, wealth management, merchant services, retirement services, etc.
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The analyst will engage a variety of business sponsors, stakeholders, and teams globally (e.g., Austin, Nashville, New York, Europe, Asia) across the firm, including portfolio management teams and leaders within the Alternatives business and the Private Wealth Management and Institutional sales channels, to understand business needs/challenges and desired outcomes.
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CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
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We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
$165,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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UBS is the world’s largest and the only truly global wealth manager. handle incident escalation and perform Problem Management on production issues and Incident trend analysis. implement continuous improvement and problem management programs as well as good grounding in IT technical architecture and infrastructure.
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Along with participating and following the system change management or implementation life cycle components (test scripts, configuration & unit testing, UAT, functional specs, advancing changes through system environments etc.
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Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions.
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As the Mercer Wealth Investment Information Architect, you will lead the development of best practices for building solutions that promote effective data management. Proven experience in architecting and implementing Business Intelligence and Data repository platforms, Master Data Management, and data integration solutions.
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Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.
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The Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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HNW Senior Tax Managers / Directors Who Have Strong Experience Working In HNW Private Client Services Or Family Office Divisions For Top Tier National CPA Public Accounting Firms And / OOR Wealth Management Firms Are Encouraged To Apply ASAP As This Will Be An Opportunity To Continue Working In The Areas You Enjoy Without The Same Negative Impact Of Ultra Stressfull Busy Seasons.
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wealth management jobs in Nashville, TN
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