Savvy Wealth Jobs October 2024

YOUR IMPACTWe seek an experienced and qualified client onboarding and data maintenance regulatory compliance expert (e.g., Anti-Money Laundering / Know Your Client / Customer Due Diligence ( KYC/AML/CDD )) to lead our newly established Audit Response team. This role will o wn relationships with internal and external auditors as well as facilitate ...

YOUR IMPACT We seek an experienced and qualified client onboarding and data maintenance regulatory compliance expert (e.g., Anti-Money Laundering / Know Your Client / Customer Due Diligence (KYC/AML/CDD)) to lead our newly established Audit Response team. This role will own relationships with internal and external auditors as well as facilitate the...

OUR IMPACT The Customer Identification Program (CIP) team partners with Private Wealth Management (PWM) teams and Compliance to ensure account documentation and client/entity information fully meet regulatory requirements, country-specific policies, and internal controls standards. Our team possesses a comprehensive knowledge of legal entity types...

Position Summary The Wealth Management Advisor is responsible for developing strong customer relationships and earning customer trust. This position works one-on one with clients and their families to design investment strategies to meet the client's needs and assist them in achieving their financial goals. Principal Duties and Responsibilities ...

PRIVATE WEALTH PLANNING ASSOCIATE (0499) Description Our client, a top-tier law firm, is seeking a midlevel to senior associate with a minimum of 4 years of experience in high-net-worth wealth planning to join their team in San Francisco. The ideal candidate will possess excellent communication skills, impressive academic credentials, and a proven ...

Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on the...

Description Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions. As an independent firm, Thornburg can take on a wide range of opportunities,...

WEALTH STRATEGIST CNRWHAT IS THE OPPORTUNITY?This position is responsible for further expanding City National Rochdale's relationships with its high and ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to CNR by partnering with Senior Investment Consultants and the independent financial advisors they serve. Support Sr...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place t...

The Boston Foundation believes that one of the great strengths of the Greater Boston community is the rich diversity of its residents in race, religion, national origin, ethnicity, sex, sexual orientation, gender identity, genetic information, age and physical abilities. The Foundation seeks to enhance and support that diversity, not only by its gr...