Wealth Manager

Senior Wealth Manager | Detroit, Michigan Reference Number: HRJ7572 Location: Detroit, Michigan Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager . This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing...

Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research...

Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research...

Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research...

Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research...

Trust Ops Alt Group ManagerDefine and lead the ongoing strategic design, development and execution of Wealth platform account opening applications, products and processes. Manage and develop a collaborative team of professionals comprised of managers, advisors and analysts who serve as subject matter experts responsible for the successful date to day...

Job Description Job Description The Group Director, Case Management will execute on the strategic plan and will provide subject matter expertise for Case Management regulations and standards, including ensuring compliance with all state and federal regulations. · Will ensure effective utilization of resources, timely and accurate revenue cycle processes,...

The Group Director, Case Management will execute on the strategic plan and will provide subject matter expertise for Case Management regulations and standards, including ensuring compliance with all state and federal regulations.  ·      Will ensure effective utilization of resources, timely and accurate revenue cycle processes, denial prevention,...

Job DescriptionJob DescriptionThe Group Director, Case Management will execute on the strategic plan and will provide subject matter expertise for Case Management regulations and standards, including ensuring compliance with all state and federal regulations. · Will ensure effective utilization of resources, timely and accurate revenue cycle processes,...

The Group Director, Case Management will execute on the strategic plan and will provide subject matter expertise for Case Management regulations and standards, including ensuring compliance with all state and federal regulations.  ·      Will ensure effective utilization of resources, timely and accurate revenue cycle processes, denial prevention,...

Job Description Job Description This organization empowers entrepreneurs through a range of programs and services, including access to capital, mentorship, business education, and policy advocacy. We create spaces for Black businesses to incubate and thrive. We position ourselves in key locations and events and we leverage our voice to advance our ambitious...

Job DescriptionJob DescriptionThis organization empowers entrepreneurs through a range of programs and services, including access to capital, mentorship, business education, and policy advocacy. We create spaces for Black businesses to incubate and thrive. We position ourselves in key locations and events and we leverage our voice to advance our ambitious...

Trust Accounting, Reconciliation, and Regulatory ReportingPrimarily responsible for the creation, meaningful assessment, and distribution of financial and regulatory reports. Provide direct oversight of report and reconciliation functions to ensure accuracy and completeness. Provides initial assessment of aging exceptions and directing of research and...

Trust Fiduciary Analyst Sr.The Trust Fiduciary Analyst Sr. is responsible for partnering with Comerica's Alliance and Estate Settlement Trust Advisors to open trust accounts. This role is also responsible for updating the trust accounting platform, completing account funding requirements, and tracking the movement of assets until the account is funded. The...

Job DescriptionJob DescriptionAbout the client:Michigan Minority Supplier Development Council (MMSDC) is a non-profit, 501(c)3 organization committed to driving economic growth within all communities. MMSDC serves our corporate members by enabling them to retain strong, innovative and efficient suppliers to fill the needs of their supply chain. In addition,...

Trust Business Support Senior AnalystPerform, monitor and reconcile intermediate operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee and revenue accounting, client report generation and regulatory and management reporting. Utilize prescribed policies, procedures and tasks to efficiently execute...

Job DescriptionJob DescriptionProsperUs Detroit is a community economic development initiative that supports entrepreneurs and small business development in neighborhoods throughout Detroit, Hamtramck, Highland Park, and Inkster. We are on a mission to advance economic equity in under-resourced communities by supporting entrepreneurs with opportunities and...

Accounting SpecialistThe Accounting Specialist role will be responsible for analyzing and reconciling various balance sheet and liability accounts to ensure the accuracy of the monthly balances on general ledger. This role will also monitor and analyze income and expense accounts for reasonableness and accuracy. This role will also be responsible for...

Job DescriptionJob DescriptionJoin Our Mission to Transform Financial Futures! If you're an experienced financial pro, licensed in health and life, ready for your last position, keep reading. If you have more than 3 years experience and:know what's important and want a hand in designing your futurethink captive agent status is for newbs and rubesare...

Commercial Trade and Letters of Credit - Operations Compliance and Risk ManagerThe Commercial Trade and Letters of Credit - Operations Compliance and Risk Manager is responsible for managing and coordinating all operations risk and compliance activities servicing the Letters of Credit and Trade Services operations in association with the commercial product...