Investment Counsel Jobs
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Sponsored Job
Investment Funds Attorney
Ross Law Group, PLLC | New York City, NY
Type: Full-Time | Posted Date: Jun 17, 2022
SUMMARY: What Will You Be Doing? You will be working on fund and SPV formation projects. You will be interacting directly with clients and coordinating with other team members. If you are a senior candidate, you will likely have one or two people reporting to you. What Can You Expect? ...
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Sponsored Job
Senior Trust Officer - Uhnw
Citigroup, Inc | New York City, NY
Type: Full-Time | Posted Date: Jul 04, 2022
SUMMARY: Senior Trust Officer The cananage an existing book of trust and estate accounts: types of accounts include revocable and irrevocable trusts, testamentary trusts, ILITS and IRA accounts, various types of charitable trusts, estate accounts, and agency accounts, both discretionary and directed; initia...
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Sponsored Job
Senior Wealth Strategist
Wells Fargo | McLean, VA
Type: Full-Time | Posted Date: Jul 04, 2022
SUMMARY: Senior Wealth Strategist The candidate will partner with relationship managers and/or advisors during the consultative process with largest and most complex clients and prospects, and also assists with overall client discovery. Work alongside the relationship manager to assess goals, objectives, a...