Affluent Wealth Manager & Client Strategy Expert
Us Bank
U.S. Bank seeks an Wealth Management Banker to oversee affluent client experiences, coordinating with mortgage, small business banking and trust services to deliver comprehensive financial solutions. The role focuses on developing, managing and retaining relationships through proactive client contact and expert wealth guidance. The position requires NMLS registration under the SAFE Act and Regulation Z, with a background and credit check. #J-18808-Ljbffr Us Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Affluent Wealth Manager & Client Strategy Expert in Brooklyn, NY vacancy
- ...Advisors seeks a driven financial professional to engage clients, develop tailored financial strategies, and provide product guidance. The role emphasizes... ...progress, and a mentorship-backed career path in wealth management. You'll participate in comprehensive training...SuggestedWork at office
- U.S. Bank seeks an experienced Wealth Management Banker for the affluent segment to manage and grow client relationships, deliver the full spectrum of wealth products, and collaborate with mortgage, small business banking, and personal trust services. The role requires...Suggested
- Premier Bankcard is seeking a Compensation Manager in Sioux Falls, SD. The role leads compensation programs, conducts market pricing, and administers pay programs with Workday and HRIS systems. Responsibilities include advising managers on pay decisions, developing salary...Suggested
- Absolute Storage Management, LLC is seeking a Property Manager to assist customers with unit rentals in person or by phone, while identifying storage needs and offering solutions. The role involves sale-driven activities, maintaining office organization, handling cash...SuggestedWork at office
- ...is a leading insurance broker and advisor. We seek a detail‑oriented professional to manage renewals, prepare outputs, and coordinate certificates, IDs, and endorsements for clients in a fast‑paced environment. Ideal candidates have 3+ years P&C experience, licensed or...Suggested
- The San Antonio office of Haynes and Boone, LLP is seeking a Real Estate Paralegal to support the Commercial Real Estate Practice. The role focuses on preparing documents for real estate transactions, reviewing amendments, leases, and title/survey materials, and coordinating...Work at office
- Hyatt Hotels Corporation seeks an enthusiastic Central Revenue Manager to join our Central Hotel Services, Revenue team. You will collaborate with property teams and drive revenue strategy across a portfolio of hotels in the Americas. The role focuses on data analysis of...
- Tricon Homes, headquartered in California, seeks a Manager, Business Analytics based in Tustin to build robust financial models and support decision-making across centralized and regional teams. The role emphasizes translating data into actionable insights, developing new...
- EY is seeking a Real Estate Tax Senior Manager to lead teams on strategic tax planning for a diverse client base. You will provide timely tax advice and collaborate with colleagues and clients to deliver high‑impact results. The role requires deep REIT and partnership...
$120k - $175k
...the business aligned to the CRE enterprise strategy and proactively support the... ...financial analysis and business requirements. Manage the PAR business case process for the regional... ...strong business and financial acumen•Strong client focus and responsiveness to business...Full timeContract workWork at officeFlexible hours- Baker Tilly is seeking a Tax Manager in the Real Estate sector in Chicago. You will deliver industry-focused tax services to real estate clients, work closely with firm leadership, and mentor staff to develop technical and professional skills. You will engage with clients...Local area
- K. Hovnanian Companies, LLC is seeking a Land Acquisition Manager to identify and evaluate land opportunities that align with our growth strategy. This role emphasizes hands-on field work and collaboration with diverse stakeholders to drive meaningful development opportunities...Work at office
- ...AM Your Future Team Bluerock Wealth Management is an established and... ...collaborate as one on behalf of our clients. We believe our... ...Develop financial plans and strategies Facilitate meetings with clients... ...challenges that may affect affluent clients Work with members of...Permanent employmentLocal areaFlexible hours
- Crow Holdings is seeking a seasoned professional to manage estate planning and trust administration. The role involves supporting the development and administration of family trusts, coordinating with outside counsel, and ensuring compliance with tax and regulatory requirements...
- The Manager of Estate Planning and Trust Administration will work under the general supervision... ...accounting firm Experience advising clients on trust and estate matters including... ...understanding of state and federal laws and strategies relevant to trusts, estate planning, and...Work at officeFlexible hours
- Buckeye Gold Coin & Jewelry is seeking a Traveling Store Manager to oversee day-to-day operations across multiple locations, including Dublin, Grove City, Pickerington, Clintonville, and Westerville. The role focuses on customer service during the buying and selling of...
- Are you an RN or social worker interested in care management, case management, or care coordination? UPMC Shadyside is looking for an Expert Discharge Plan Manager to support their Clinical Care Coordination and Discharge Planning department! The role of a Expert Discharge...Relocation packageFlexible hours
- Nova 401(k) Associates is seeking a fully remote Defined Contribution Account Manager to support 401(k) plan administration, design, and compliance consulting. The role emphasizes client/advisor service and collaboration with our implementation and plan document teams....Remote job
$120k - $160k
...passionate about working with clients and delivering a great... ...clients and colleagues to develop strategies? We are looking for someone like... ...closely with Relationship Managers, Service Managers and relevant... ...: execution, administration, wealth management, and accounting support...Full timeHome officeFlexible hours- Harbor Group Management Company is seeking a Revenue Manager to drive pricing strategy and revenue performance across an assigned portfolio, focusing on maximizing revenue, occupancy, and asset performance. You will partner with Property Management and Asset Management...
- ...Analysts & Associates in the Asset & Wealth Management Early Careers Program. In the US Private... ...to refine and execute recruiting strategies, training and development strategies,... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands...
- Citigroup Inc. in New York, Elmhurst, is seeking a Sr. Analyst for Wealth Relationship Management. The role requires deep financial experience, client profiling, and high-touch service to affluent clients. You will coordinate with specialists to tailor banking, credit and...
- ...quality and data analysis.At least 3 years of experience in Smart Co / Data Hub Product.Experience in AIM-GAIN (Corporate Actions Management)..Working knowledge of Geneva, Paladyne, Investran, HedgeTek or Oracle Flexcube.At least 4 years of experience in Development/...Permanent employmentFull timeH1b
$100k - $140k
...those risks• prepare reports of audit findings for UBS senior management, monitor the results, risk profile and developments across Financial... ...at all levelsAbout usUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also...Full timeFlexible hours$160k - $170k
...operations.Mobilize the organization across Sales, Solution Design, Bid Management, Product, Systems, Operations, Implementation, and Business Unit teams.Set clear pursuit direction, customer engagement strategy, and internal alignment expectations.Bridge traditional handoffs...Permanent employmentLocal area$98.56k - $135.52k
## Project Manager, Real Estate Planning & DevelopmentApplylocations: Columbia, MDtime type: Full timeposted on: Posted 6 Days Agotime... ...Our people make us special. You’ll work with a diverse team of experts respected for their independence and transparency and build a network...For contractorsWork at officeWorldwideFlexible hours- Public Storage seeks a Manager Property Insurance to lead the property insurance program, renewals, and risk coordination across our portfolio. You will manage policy tracking, endorsements, and loss data, while partnering with brokers, carriers, and internal partners to...
- ...You Will Have in This Role:As a Program Manager within DTCC Digital Assets, you will play... ...will enable Product teams to focus on strategy, market opportunities, customer engagement... ...divisions and externally with clients, regulators, and fintech vendors, to help...Work at officeRemote workFlexible hours
- ...President and play a pivotal role in driving innovation, elevating client experiences, and leading a talented team in a dynamic... ...accurate and timely execution and exceptional service delivery.Manage operational governance for controls, checkpoints, inquiries, and...
$84.6k - $138.4k
...What You'll Do As a Manager, Client Services on our Pension Actuarial Benefit Calculation Services team, you’ll lead and mentor a team of Retirement Benefit Analysts to ensure high quality, productive, and timely service, meeting customer expectations. Provides leadership...Hourly payPermanent employmentTemporary workWork experience placementH1bWork at officeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Affluent Wealth Manager & Client Strategy Expert. Be the first to apply!
Related searches
- wealth management advisor Brooklyn, NY
- wealth management consultant Brooklyn, NY
- wealth manager Brooklyn, NY
- senior director of client services Brooklyn, NY
- director client management Brooklyn, NY
- director of customer service Brooklyn, NY
- customer care manager Brooklyn, NY
- manager customer service Brooklyn, NY
- director of client services Brooklyn, NY
- director client operations Brooklyn, NY

