Senior Wealth Transfer Strategist
RBC
RBC seeks a Senior Associate Wealth Strategist to support wealth transfer planning for high net worth and ultra-high net worth clients. The role primarily assists external Wealth Strategists across the United States, collaborating with Financial Advisors and clients. You will occasionally provide direct consulting, develop educational content for Financial Advisors and other RBC staff, and help train external centers of influence such as attorneys and CPAs. #J-18808-Ljbffr RBC
$70k - $130k
What is the opportunity? Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth (“HNW”) and ultra-high net worth...SeniorTemporary workFlexible hours$190k - $220k
...provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources... ...comprehensive advice around the Elements of Wealth including wealth transfer tax planning, income tax planning, capital sufficiency analysis...SeniorFull timePart timeWork experience placementWork at officeShift workDay shift- The Travelers Indemnity Company in Maryland seeks a Sr. Technical Specialist to handle complex toxic tort, latent injury, environmental, and excess claims with significant financial exposures. You will apply advanced knowledge of legal issues across jurisdictions and mentor...Senior
$153.7k - $256.1k
..., and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities:Leads the client relationship team...SeniorFull timeTemporary workWork experience placement- Joyell Arscott Consulting Services (JACS) seeks a Subject Matter Expert - Qualitative Research to design, conduct, and analyze qualitative studies across multiple projects. You will guide study design, data collection, and analysis, and develop interview guides, focus group...Senior
- Lenox Advisors in Cockeysville, Maryland is looking for a Financial Advisor to transition from traditional sales to comprehensive financial planning. This role allows you to leverage internal resources and deepen client relationships, while focusing on revenue-generating...Senior
$77.3k - $128.9k
Overview:Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations.Primary Responsibilities:Support assigned Investment Advisor(s) in preparing for client meetings and providing...SeniorFull timeWork at office- T. Rowe Price is seeking a Legal Counsel to support the U.S. retail wealth management legal team. You will advise on the design, distribution, and ongoing operation of advisory solutions for retail investors, including managed accounts and retirement products, while supporting...Senior
$124k - $225k
...generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role SummaryThe Wealth Services team is seeking a Senior Manager to help shape the future of our client engagement experience through strong commercial judgment, entrepreneurial...SeniorFull timeWork experience placementLocal areaRemote workWork from home1 day per week$100k
...one another as teammates. Our Client Strategists act as outsourced Chief Strategy... ...close enough to founders, executives, or senior leaders to experience what it takes to build... ...numbers guiding cash flow, profit, and wealth. You won’t always enter the room as...Local areaRemote work$140k - $170k
...makes this company a great place to work. We are looking to hire a Senior Principal Scientist (Savory) immediately at our Technical... ...development Communicates at high level of the organization to transfer results and the significance of results to customers Champions...SeniorPermanent employmentFull timeImmediate start$77k - $202k
...Generalist team you help companies to identify, clarify and resolve complex issues critical to their strategic and operating success. As a Senior Associate you analyze complex problems, mentor others, and maintain elevated standards. You focus on building client relationships...SeniorFull timeH1b$105.4k - $207.8k
Position Summary Cyber Security & Risk Strategy Senior Consultant Our Deloitte Cyber team understands the unique challenges and opportunities businesses face in cybersecurity. Join our team to deliver powerful solutions to help our clients navigate the ever-changing...SeniorLocal areaVisa sponsorship$90k - $150k
...Job Description Senior Financial Advisor \n Location : Lutherville, MD \n Industry : Wealth Management / Financial Advisory \n Compensation: \n Base salary : $90,000–$150,000, commensurate with experience; target total compensation of $150,000 to $250...Senior$124k - $280k
...ServicesSpecialismOperationsManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Payer Back Office Strategy / Technology / Operations Consultant, Senior Manager, you will play a pivotal role in transforming health services operations within our Business & Supply Chain Operations...SeniorFull timeH1b- MileOne Autogroup is seeking a Senior Title Clerk to manage the title and registration process for new and used vehicles. You will ensure... ...lien payoff, prepare tax/title documents, and handle DMV transfers with precision. The role requires attention to detail, the ability...SeniorFlexible hours
- ...Senior / Principal Scientist, QC and Analytical Development at LifeSprout Full Time Start Date Immediate Expiry Date 1... ..., and alignment of development, qualification, validation, and transfer activities with current industry expectations.Oversee QC laboratory...SeniorFull timeImmediate startRemote workVisa sponsorship
- ...Rugged Science has an immediate need for a Senior Mechanical Engineer who would be responsible for electronics packaging of computer... ...connector placement and mounting, RF shielding design, and thermal transfer paths for sealed enclosures. · Full documentation for new...SeniorPermanent employmentFull timeImmediate start
$119.6k - $179.4k
...the best work of your career.We are looking for a Principal / Senior Principal Embedded Systems Security Engineer to join our team in... ...This position is contingent upon contract award, the successful transfer of an active DoD Secret Clearance and the ability to obtain...SeniorContract workRelocation packageShift work$77.6k - $124.9k
Senior Accountant, Corporate Accounting - HybridNew Britain, CT, USATowson, MD, USAValley City, OH, USACome build something that matters... ...your skills along multiple career paths.Learn: Have access to a wealth of learning resources, including our digital learning portal....SeniorFull timeH1bLocal area$73.25k - $85k
...What to know Execute game-changing advertising strategies that tie engagement to the bottom line. As a Media Strategist, you'll manage the execution of digital advertising campaigns across clients ranging from leading nonprofits to political and advocacy groups to...Full timeTemporary workWork at officeRemote workFlexible hours$147k - $185k
...technology is deployed across government and national security environments. About the Role Our client is seeking a Senior Forward Deployed Strategist to help public sector customers translate mission requirements into practical AI security and deployment strategies....Full timeRemote work$77.6k - $124.9k
Senior Experience Designer, Towson, MDThis role is onsite 5 days a week!Come make the world and accelerate your success.It takes great... ...your skills along multiple career paths. Learn: Have access to a wealth of learning resources, including our digital learning portal. Belong...SeniorFull timeWork at officeLocal area$200k - $300k
...of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role SummaryThe Investment Strategist, Artificial Intelligence, serves as a critical link between T. Rowe Price’s investment organization and clients, helping articulate...Full timeLocal areaRemote workWork from home1 day per week$77.6k - $124.9k
Senior Program Manager - Batteries - HybridThis is a hybrid position and requires onsite work three days a week at your Towson, MD campusTowson... ...your skills along multiple career paths.Learn: Have access to a wealth of learning resources, including our digital learning portal....SeniorFull timeH1bWork at officeLocal area3 days per week$143k - $245k
...for the opportunity to grow and make a difference in ways that matter to you. Role SummaryT. Rowe Price is seeking a Retirement Strategist to help advance the firm’s retirement leadership by developing differentiated insights, creating market-facing thought leadership...Full timeWork experience placementLocal areaRemote work$45 per hour
Wallace Montgomery is seeking an experienced Bridge Engineer to join our Hunt Valley, Maryland team. In this role, you will be a part of a multi-disciplinary team developing bridge and structural construction documents for transportation related projects in Maryland, with...SeniorHourly payFull timeLocal area$63.7k - $102.6k
...Senior CAD Designer, DEWALT Cordless Power Tools Towson, MD We Don't Just Build The World, We Build Innovative Technology... ...Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy...SeniorFull timeLocal area$90k - $120k
...Senior Client Service Associate Multi-Billion Independent Wealth Management Firm Ellicott City/Columbia area, MD (In-office) Overview Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks...SeniorWork at office- Senior Project Manager - Technical - Hybrid Will be required to work onsite at the Towson, MD campus three days per week. Towson, MD, United... ...skills along multiple career paths. Learn: Have access to a wealth of learning resources, including our digital learning portal....SeniorFull timeH1bWork at officeLocal area3 days per week
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