- KeyBank (New York, NY)
- …1301 Avenue of the Americas - New York, New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with ... leading family office experience. The Family Office Director : + Works...+ Has a command of the Family Wealth value proposition and family office… more
- Citigroup (Jersey City, NJ)
- …of the annual financial planning and investment prioritization process in coordination with Wealth front office partners + Ensure strong financial controls and ... with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused...Other job-related duties may be assigned as required. **Job Family Group:** Business Strategy, Management & Administration **Job … more
- First Horizon Bank (LA)
- …offers Financial Planning, Investment Management, Brokerage, Trust, Private Banking and Family Office Services to our clients. **Essential Duties:** -Drive ... Texas location. **Summary** : We are seeking an outstanding Wealth Leader to join our growing team. The Managing...offering including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. -Strong written and… more
- KeyBank (Cleveland, OH)
- …senior leadership on the relationship * Leads the internal team and works closely with the Family Office Director to implement the client strategy * Is an ... * Has a command of the Family Wealth value proposition and family office...sales on the relationship * Works closely with the Family Office Director to identify… more
- Bangor Savings Bank (Portland, ME)
- …hired. FUNCTION: Working under the direction and guidelines established by the Director of Wealth Management, the Relationship Manager (RM) is primarily ... includes the growth, profitability, and retention of the individual & family , nonprofit, and retirement plan customer segments. This position delivers exceptional… more
- Citigroup (Irving, TX)
- The Technology & Cyber Compliance and Operational Risk Office (TCCORO) at Citi is the firm's reliable second set of eyes. Our mission is to drive comprehensive and ... will have oversight responsibility for a significant portfolio of across the Wealth , USPB and Legacy Franchise organizations. The coverage area responsibilities for… more
- Citigroup (New York, NY)
- …dealers and auction houses for Advisory business. + Serve as client liaison to Family Office and other parts of bank; increase client involvement in the ... equivalent to senior specialist at auction house or Senior Director at major gallery. + Candidate must have expertise...Los Angeles, CA or New York, NY (Hybrid) **Job Family Group:** Private Client Product Services **Job Family… more
- University of Pennsylvania (Philadelphia, PA)
- …retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and ... resources, and much more. Posted Job Title Director of Content, Office of Communications Job...and life insurance benefits to protect you and your family 's health and welfare. You can also use flexible… more
- First National Bank of Omaha (Omaha, NE)
- …this team of experts that will help their families manage and preserve multi-generational wealth . The Family Office offers a comprehensive service set that ... and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and...and prospects that want to build, grow and preserve wealth . The typical customer will have Investible Assets of… more
- Philadelphia Museum of Art (Philadelphia, PA)
- …religion, sex, sexual orientation, veteran status, or any other protected status. The Director of Research and Prospect Management reports to the Deputy Director ... pipeline. Leveraging prospect data, capacity ratings, and predictive modeling, the Director will analyze and synthesize data into clear and compelling presentations… more