- KeyBank (Tarrytown, NY)
- **Location:** 1301 Avenue of the Americas - New York, New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High ... leading family office experience. The Family Office Director : * Works...* Has a command of the Family Wealth value proposition and family office… more
- Huntington National Bank (Minnetonka, MN)
- Description Summary: The Director of Huntington Family Wealth is a member of the Wealth Management Leadership Team responsible for defining and leading ... experts and thought leaders. + Work closely with the Director of Financial Planning & OCR to ensure the...sized corporations, and institutions (endowments, foundations, family office Preferred Qualifications: + Senior level wealth … more
- Citigroup (New York, NY)
- The Wealth Data Lead is a leadership position in Citi's Enterprise Data Office (EDO), within the Technology and Business Enablement function. The EDO ... will report directly to the Head of Enterprise Data Office and Data Transformation who reports to our Head...Data Transformation who reports to our Head of Technology. ** Wealth Data Lead:** This position will support the Head… more
- KeyBank (Cleveland, OH)
- …all other partners on all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client ... 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively...services and ensures the client receives an industry leading family office experience. While serving UHNW clients,… more
- Fifth Third Bank, NA (Tampa, FL)
- …and reporting risks of all types. This position reports directly to the Director , Wealth Planning Analyst Team Lead. ESSENTIAL DUTIES AND RESPONSIBILITIES: ... the entirety of the client's and prospects current financial structure (estate & wealth transfer, family tree, business entity, etc.) by leveraging Life360 and… more
- University of Pennsylvania (Philadelphia, PA)
- … Director works closely with the Executive Director in Parent & Family Giving office and colleagues on the Capital Giving team to implement priorities ... wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and...and resources, and much more. Posted Job Title Associate Director of Major Gifts, Parent and Family … more
- The Chicago Community Trust (Chicago, IL)
- …management or financial services industry; prior experience with an endowment, foundation, or family office is preferred. + Interest in and knowledge of impact ... Job Descriptions: The Director , Impact Investments role encompasses all aspects of...goal of Benefit Chicago is to create jobs, build wealth , and tackle other social and economic challenges, with… more
- CIBC (Atlanta, GA)
- …of Business Development, Wealth Strategies, Investments, Private Banking, and Family Office **2) Analyze competitive landscape, especially within Channels** ... succeed** **1) Develop** **go-to-market strategy** to fully support Private Wealth 's strategic priorities + Create **actionable initiatives with clear deliverables**… 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 ... information to federal and other research sponsors. The Associate Director will work closely with the Office ...and life insurance benefits to protect you and your family 's health and welfare. You can also use flexible… 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 Assistant Director , Annual Giving Job Profile Title Assistant Development Officer...goal is to develop and maintain relationships with alumni, family and friends to secure resources for Penn Athletics'… more