Senior Wealth Strategist-Client Sales Director

Job DescriptionWe are seeking a highly skilled Senior Wealth Planning Strategist to join our team at Comerica Incorporated. As a key member of our Wealth Management group, you will be responsible for providing consultative and advisory services to high-net-worth clients and prospects.Key ResponsibilitiesDevelop and implement comprehensive financial planning...

Welcome to BNY Mellon, a leading global financial services company at the center of the world's financial system. As a values-driven organization, we empower our colleagues to grow and succeed in a culture that is inclusive, innovative, and empowering.Our Wealth Management team is dedicated to helping successful individuals and their families build, manage,...

We are seeking a skilled Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for advocating on behalf of our clients by listening and discovering what is most important to them.You will work closely with a team of internal specialists to help clients fulfill their goals and dreams. Financial Consultants...

Job Summary:We are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships.Key...

About UsWe are a dedicated team of financial professionals committed to helping individuals, families, and businesses achieve financial security through education and tailored strategies. Our mission is to build wealth, create a movement of financial professionals, and turn that wealth into positive impact. We are passionate about mentoring future leaders in...

Citi Global Wealth is seeking a skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. You will have access to our leading investment solutions platform, which allows us to deliver traditional and...

About the RoleWe are seeking a Senior Strategist to join our team at Capgemini Invent. As a Senior Strategist, you will play a key role in shaping the future of our clients' businesses by developing innovative solutions that drive growth and transformation.As a Senior Strategist, you will collaborate with designers, technologists, and program managers to...

Job SummaryWe are seeking a highly motivated and experienced Senior Living Marketing Strategist to join our team at Oakmont Senior Living. As a key member of our sales and marketing team, you will be responsible for developing and implementing effective marketing strategies to drive occupancy and revenue growth.Key Responsibilities:Develop and execute...

Citi Global Wealth is a leading provider of wealth management services, offering a comprehensive range of financial solutions to ultra-high-net-worth individuals and family offices. As a Senior Wealth Advisor, you will play a key role in delivering exceptional client experiences and building long-term relationships with our affluent and high-net-worth...

Job SummaryWe are seeking a highly experienced and skilled Wealth Management Director to join our team at BNY Mellon. As a key member of our Wealth Management team, you will be responsible for providing comprehensive wealth management advice and solutions to our clients.Key Responsibilities:Provide wealth management advice and solutions to clients using...

Job SummaryThe Senior Wealth Business Development Advisor role is an exciting opportunity to join a growing and respected Private Client practice at a well-established and federally registered investment advisor managing individually managed accounts and mutual funds.As a member of the Private Client team, the Senior Wealth Advisor will be responsible for...

Job SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. As a key member of our organization, you will be responsible for providing exceptional client service and developing strategic business plans to drive growth and revenue.Key ResponsibilitiesDevelop and execute business development...

Job DescriptionJob Title: Private Wealth Advisor DirectorJob Summary:We are seeking a highly skilled and experienced Private Wealth Advisor Director to join our team. The successful candidate will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key Responsibilities:Develop and execute...

This Senior Account Executive, Marketing Strategist role is responsible for driving strategy and growth for major regional accounts. The position focuses on a small number of strategic accounts and is responsible for delivering new business initiatives aligned with client goals.The Marketing Strategist will support the product marketing function, including...

Citigroup Inc. is seeking a highly skilled Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in delivering comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.The ideal candidate will have a strong background in financial planning and investment...

Citi Global Wealth is seeking a skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. You will have access to our leading investment solutions platform, which allows us to deliver traditional and...

As a key member of our team at BMO Financial Group, you will play a critical role in providing exceptional client experiences and delivering holistic advice and solutions to meet the unique financial planning needs of our high net worth clients.With a focus on relationship management and advisory-based sales, you will be responsible for attracting,...

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth management in the...

The Culinary Edge, a leading foodservice company, is seeking a talented Innovation Strategist to join our team. As a key member of our team, you will work closely with our clients to develop innovative solutions that drive business growth and customer engagement.Key Responsibilities:Co-create compelling strategies with our team to deliver world-class food...

Key Responsibilities:The Senior Director of Client Success will lead the Client Success organization, driving engagement and high performance in client service as they manage annual renewals and upsell products.This role requires a senior, strategic voice and trusted advisor in client and channel relationship management, particularly with leadership...