Senior Wealth Management Consultant

Job OverviewAs a Wealth Management Advisor at Brandon Consulting Associates, Inc., you will utilize your extensive knowledge in financial advisory and asset management to serve high-net-worth clients and their families. Your role will involve overseeing client relationships, ensuring profitability, and managing portfolio risks while driving growth.Key...

Position Overview:As a Senior Vice President specializing in Banking and Treasury Management at Citigroup Inc., you will collaborate with Wealth Banker teams in your designated area to foster new business opportunities from both existing and potential clients. Your role will involve consulting with clients to identify their needs and delivering comprehensive...

Company Overview For over seven decades, IDB Bank has dedicated itself to being the premier financial institution for our clients by prioritizing their needs. Our success is fundamentally attributed to our exceptional team. At IDB, you will collaborate with some of the most skilled professionals in the field, united by a strong commitment to teamwork and a...

Position Overview: As a Senior Vice President in the Banking division at Citigroup Inc., you will play a pivotal role in collaborating with Wealth Banker teams within your designated area to drive business growth from both existing and potential clients. Your responsibilities will encompass consulting with clients to identify their banking and treasury...

About the RoleThis is a senior leadership position within the Merrill Center for Family Wealth, reporting to the Director of the Center. The successful candidate will be responsible for leading initiatives designed to help families navigate the complexities of wealth by applying advanced methodologies in support of family wealth dynamics and governance.Key...

About the RoleThis is a senior leadership position within the Bank of America Merrill Lynch organization, reporting to the Director of the Merrill Center for Family Wealth. The successful candidate will be responsible for leading initiatives designed to help ultra-high-net-worth families navigate the complexities of wealth by applying advanced methodologies...

Position Overview:The Senior Wealth Management Advisor acts as the principal liaison for Wealth Management, focusing on cultivating new business opportunities and sustaining relationships with high-net-worth individuals and families within a designated market. This role involves regular interactions with clients, prospects, and team members, delivering...

Job SummaryWe are seeking a highly experienced and skilled PWM Private Wealth Advisor to join our team at U.S. Bank. As a PWM Private Wealth Advisor, you will be responsible for building and maintaining relationships with high net worth clients, providing expert advice and guidance on wealth management and investment strategies.Key ResponsibilitiesDevelop...

Position Overview:As a Banking & Treasury Management Specialist at Citigroup Inc., you will collaborate with Wealth Banker teams in your designated area to foster new business opportunities from both existing and potential clients. Your role will involve consulting with clients to identify their needs and providing integrated banking, treasury management,...

About the Role:TOD'S, a distinguished international luxury brand, is seeking a motivated and customer-focused Senior Client Consultant for our flagship store. This role is pivotal in driving sales and enhancing brand loyalty through exceptional customer service and product knowledge.Key Responsibilities:Adhere to company policies and procedures, ensuring...

Job OverviewOur esteemed client is seeking a Senior Tax Consultant to manage and oversee tax-related responsibilities.Key Responsibilities:Accumulate, verify, and enter multiple K-1 tax items from diverse investments into tax preparation software.Coordinate annual tax payments for LLCs.Collaborate with external service providers to ensure timely filing of...

Position Overview:The Banking and Cash Management Lead serves as a pivotal professional who remains informed about advancements in their field and contributes to strategic direction by applying their insights within their role and the organization. This role is recognized as a technical authority in a specific area of the business, requiring a fundamental...

About the RoleSunrise Senior Living is seeking a compassionate and dedicated Caregiver to join our team. As a Caregiver, you will play a vital role in providing exceptional care and services to our residents, ensuring their physical, emotional, and social needs are met.ResponsibilitiesBuild meaningful relationships with residents and their families,...

About the RoleSunrise Senior Living is seeking a dedicated and compassionate Care Manager to join our team. As a Care Manager, you will play a vital role in providing exceptional care and services to our residents and their families in our assisted living and reminiscence neighborhoods.Key ResponsibilitiesBuild Meaningful Relationships: Develop strong...

Position OverviewA client of Insight Global is in search of a fully remote Senior Tax Strategy Manager to become a vital part of their rapidly expanding team. This organization has innovatively distanced itself from conventional CPA firm practices. They have eliminated the audit segment of accounting and are concentrating on tax compliance, tax advisory,...

Position Overview:As a key member of our Wealth Sales & Service team, you will provide expert financial and investment guidance to clients. Your role will involve collaborating with colleagues to create tailored banking solutions that meet the diverse needs of our clientele.Key Responsibilities:1. Deliver comprehensive financial advice and investment...

About the RoleAlo is seeking a seasoned Senior Product Manager to play a pivotal role in shaping and executing our digital solutions and features. As a key member of our team, you will drive initiatives from inception to completion, leveraging your expertise in the e-commerce landscape to drive business growth and success.Key ResponsibilitiesLead E-commerce...

About the RoleThe Senior Director of Global Media Relations will spearhead our global media relations strategy, developing and executing comprehensive media relations plans, issue management, and serving as a spokesperson on and off the record. This role demands a strategic thinker with a proactive approach to storytelling and relationship building with the...

Senior Housekeeping ManagerWe are looking for an experienced Senior Housekeeping Manager to supervise a fully staffed residence with extensive square footage.Key Responsibilities:Oversee all activities within the housekeeping divisionEnsure compliance with established protocols and schedulesExhibit outstanding attention to detail in all tasksApply knowledge...

About Alo YogaAlo Yoga is a leading wellness brand that combines yoga, mindfulness, and community to create a holistic lifestyle. We're passionate about empowering individuals to live their best lives through mindful movement and conscious living.Job SummaryWe're seeking a highly skilled Senior Product Manager to join our digital team. As a key member of our...