Senior Wealth Management Consultant

Position Overview:As a Senior Trust Advisor at Fifth Third Bank, N.A., you will play a pivotal role in managing trust accounts for clients with substantial investable assets. Your expertise will guide clients through complex fiduciary matters while collaborating closely with the Private Banking Team to uncover and implement tailored fiduciary solutions.Key...

Company Overview:Fifth Third Bank, N.A. is dedicated to connecting exceptional individuals with remarkable career opportunities in the banking sector.POSITION SUMMARY:The Senior Trust Advisor will serve as a key resource for clients possessing over $5 million in investable assets. This role involves collaborating with the Private Banking Team to pinpoint...

Position Overview: As a Wealth Management Advisor at MidFirst Bank, you will be responsible for cultivating and overseeing a diverse portfolio of high-net-worth clients, including entrepreneurs, medical professionals, legal experts, and affluent families. Client Engagement: Your role will involve building strong relationships with clients, ensuring their...

Position Overview:The Wealth Management Services Operations Lead plays a pivotal role in overseeing workflow operations. This includes guiding, assessing, and executing processes that influence workload, procedures, and scheduling.Key Responsibilities:Lead a team of both Exempt and Non-Exempt staff, managing departmental activities, setting priorities, and...

Position Overview:The Wealth Management Services Operations Lead plays a crucial role in overseeing workflow operations, focusing on the leadership, assessment, and implementation of processes that influence workload, procedures, and scheduling.Key Responsibilities:Lead a diverse team of both Exempt and Non-Exempt personnel, managing departmental activities...

Position Overview:As a Senior Portfolio Manager at Fifth Third Bank, N.A., you will play a pivotal role in managing substantial and intricate client portfolios. Your expertise will guide the development, recommendation, and execution of tailored investment strategies that align with the unique objectives of our diverse clientele.Key Responsibilities:1....

Position Overview:As a Wealth Management Advisor, you will play a pivotal role in guiding high-net-worth clients through their financial journeys. Your expertise will be essential in delivering tailored financial solutions that align with their unique goals and aspirations.Key Responsibilities:- Develop and execute a comprehensive relationship management...

About the RoleWe are seeking a highly skilled and experienced Private Wealth Manager to join our team at BOK Financial Corporation. As a Private Wealth Manager, you will be responsible for providing exceptional financial services to high-net-worth clients and businesses, including commercial and individual loans, deposit services, brokerage, investment...

Position Overview:The Wealth Management Services Operations Lead plays a crucial role in overseeing workflow operations. This position is responsible for leading, assessing, and executing processes that influence workload, procedures, and schedules within the organization.Key Responsibilities:Lead a team comprising both Exempt and Non-Exempt staff, manage...

About the RoleWe are seeking a highly skilled Wealth Product Manager II to join our team at BOK Financial. As a key member of our wealth management group, you will be responsible for driving new product development from concept to completion, working closely with internal and external partners.Key ResponsibilitiesLead a team of professionals in the...

Position Overview:The Operations Leader for Wealth Management Services is a pivotal role focused on overseeing workflow operations. This position is essential for leading, assessing, and executing processes that influence workload, procedures, and schedules.Key Responsibilities:This role collaborates closely with various departments within Wealth Management,...

Job SummaryWe are seeking a highly skilled and experienced Operations Lead to join our Wealth Management Services team at BOK Financial. As a key member of our operations team, you will be responsible for leading workflow operations, implementing processes, and ensuring operational efficiency.Key ResponsibilitiesLead a team of exempt and non-exempt...

Alera Group South is in search of a dedicated Insurance Sales Consultant to operate from our Tulsa, OK office.Are you ready to be part of a dynamic organization that offers numerous opportunities for professional development and the chance to make a meaningful difference? We foster a culture where every employee is encouraged to engage openly, communicate...

GENERAL OVERVIEW:As a pivotal member of the team at Fifth Third Bank, N.A., the Senior Portfolio Manager operates autonomously within the framework of established investment policy guidelines. This role is essential in crafting, proposing, and executing investment strategies tailored to meet the needs of large and intricate client accounts.The primary...

About the RoleWe are seeking a skilled Private Wealth Banker to join our team at BOK Financial Corporation. As a trusted advisor, you will work closely with high-net-worth clients to develop and implement personalized financial solutions that help them achieve their goals.Key ResponsibilitiesDevelop and implement relationship management plans to identify and...

About the RoleWe are seeking a highly skilled and experienced Operations Lead for our Wealth Management Services team. As a key member of our operations team, you will be responsible for leading and managing the day-to-day activities of the team, ensuring that all operations are running smoothly and efficiently.Key ResponsibilitiesLead a team of operations...

About Dorset Place: Dorset Place is a proud member of the Morada Senior Living family, dedicated to managing senior living communities that focus on care and lifestyle across various states. Our organization is built on the foundation of our "Pillars of Excellence," employing a diverse team committed to fostering a positive work environment that values their...

Job Summary: Administrative Controls Management, Inc. (ACM) is a leading project and program management consultant firm seeking a senior-level professional with expertise in critical path method scheduling and project controls. The ideal candidate will have a strong background in construction, utility, and/or manufacturing industries.Key...

About the role Senior Accountant **Job Summary:**We are seeking a highly skilled and experienced Senior Accountant to join our team at Strategic Business Consulting Services. The Senior Accountant will be responsible for managing and overseeing all accounting functions and providing financial guidance to the team, including project managers. This...

OverviewAt The Ladders, you have the opportunity to shape your professional path. Enhance your financial advisory practice with the support of a prestigious organization recognized in the financial services sector. The Ladders stands as a significant player in the industry, known for its robust financial stability and commitment to excellence. We take pride...