Senior Wealth Strategist - Private Banking & Planning
PNC Financial Services Group
PNC Wealth Strategist Sr in Private Bank seeks highly experienced professionals to develop tax, estate and financial plans for sophisticated clients. You may be based in Washington, DC; Bethesda, MD; or Tysons Corner, MD, in an in-office environment that values collaboration and excellence. Role requires 8+ years of experience, a JD, and a proven ability to grow assets under management while expanding client relationships through strategic advice and cross-functional teamwork. #J-18808-Ljbffr
$153.7k - $270.1k
...based anywhere within the M&T Bank footprint, with responsibility... ...preserve, protect, and transfer wealth across generations. We are seeking an experienced Wealth Strategist to serve as a trusted advisor... ..., tax, and wealth transfer planning needs. This role is ideal for...SeniorWork experience placementWork at office$133k - $296.4k
...opportunity to contribute to the company’s success. As a Wealth Strategist Sr within PNC's Private Bank organization, you may be based in Washington, DC;... ...consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity...SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at office- Capital One is seeking a high-energy Senior Associate to join the Commercial Communications team, shaping internal narratives in partnership with executives. You will translate complex banking strategies into engaging internal campaigns that connect associates to our business...Senior
$70k
Citi Global Wealth brings together the full power of Citi to serve... ...family offices through Citi Private Bank, operates in the affluent and... ...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive... ...through the use of financial planning and excellent discovery and...SeniorPrivateFull timeWork at office$83.92k - $125.88k
...83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is... ...Net Worth segment with financial planning and excellent discovery and profiling... ...and understand a client's banking, credit and investment needs and...SuggestedFull timeWork at office$96.5k - $110.1k
...Senior Associate, Financial Analyst - Card External Planning & AnalysisWe’re seeking a Senior Financial Analyst to act as a... ...segmentations, and access to public/private data* Exploring and translating... ...in financial services, banking or technology industriesAt this...SeniorPrivateFull timeTemporary workPart timeLocal areaShift work$171.6k - $338.3k
...corporate strategic buyers and private equity investors And... ...and apply to this Senior Manager role today! Recruiting... ..., merger agreements, bank finance agreements, and... ..., integration planning, divestiture planning,... ...clients include asset, wealth, and investment advisers...SeniorPrivateLocal areaVisa sponsorship- ...will lead outreach, analyze program reports, and develop comprehensive briefings for senior officials across public and private sectors and academia. Responsibilities include planning events, coordinating engagements, and contributing to strategic communications to enhance...SeniorPrivate
- ...HR Compensation Senior Compensation Consultant (HRC2)ProSidian Seeks... ...in American commercial banks and savings banks. This Banking... ...offered by exemplary public and private sector organizations, specifically... ...meet The Client's strategic plan and support its corporate values...SeniorPrivateWork at officeRemote work
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy... ...upside, synergy planning, and integration/carve-out... ...Our clients include asset, wealth, and investment advisers... ...managers, broker-dealers, banks, insurance companies, mutual...SeniorPrivateOdd jobWork experience placementLocal area$98k - $163k
...Partnerships, Engagement, and Strategy Senior Consultant supporting FEMA's... ...and territorial governments, private sector organizations,... ...engagement strategies, outreach plans, and communications campaigns... ...recruitment event. Never provide your banking information to a third party...SeniorPrivateFull timeWork at officeLocal areaFlexible hours1 day per week$180k - $225k
...seasoned Director to join its Private Client Services (PCS) Tax... ...of their accounts Deliver tax planning, consulting, and compliance solutions... ...follow our LinkedIn page! Seniority level Seniority level... ...Accounting, Financial Services, and Banking Referrals increase your...PrivateFull timeLocal areaFlexible hours$109.9k - $125.4k
...Principal Auditor (Experienced Senior Auditor) Audit Practices - Quality Assurance (Hybrid... ..., including providing major input to planning and testing, as well as identification, development... ...Auditor (CISA).2+ years of experience in banking or financial services industryAt this...SeniorFull timePart timeLocal area3 days per week$70k
The Wealth Relationship Advisor SAFE Act is a seasoned... ...of bringing in new bank and brokerage assets. Deepen... ...the use of financial planning and excellent discovery... ...including, but not limited to Senior Wealth Advisor, Small... ...Job Family Group: Private Client Coverage Job Family...SeniorFull timeWork at office$127.9k - $291.9k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management,... ...marketplace. EY's FSO EDGE Private practice provides comprehensive... ...assign tasks to staff and seniors. Review and evaluate the... ..., pension and 401(k) plans, and a wide range of paid...SeniorPrivatePrivate practiceSummer holidayLocal areaFlexible hours$200.7k - $229.1k
...Senior Manager, Senior Counsel – Corporate and Strategic Transactions... ...and strategic transactions (private and public mergers and acquisitions... ...depending on the plan. Benefits Capital One offers... ..., simplicity, and humanity to banking. We measure our efforts by the...SeniorPrivateFull timePart timeLocal area$108.5k - $185k
...multinational corporations, law firms, banks and private equity firms on their most important issues... ...curious and self-motivated Senior Manager to help advance the team’s analytical... ...monthly close, forecast, budget and other planning cycles.Develop and enhance Corporate FP...SeniorPrivateFull timeWork at officeVisa sponsorshipWork visa- ...Senior Financial InvestigatorEmployment Type: Full-Time, Mid-LevelDepartment... ...and attributes for success:Plans and conducts investigations.... ..., wire fraud, mail fraud, bank fraud, health care fraud, procurement... ...concerning misuse of public, private, or insurance funds.Working...SeniorPrivateFull timeInterim roleLocal area
$200k - $255k
...seeking a Sr. Mission Integration Strategist to work in our Arlington, VA office. We are looking for a senior-level leader and thought... ...infrastructure strategy, public-private partnership development, and mission... ...strategies and implementable plans. The ideal candidate thrives...SeniorPrivateWork at office$229.9k - $262.4k
...responsible and reliable AI systems, changing banking for good. For years, Capital One has been... ...AWS, Google Cloud, Azure, or equivalent private cloud) Experience designing, developing,... ...or non discretionary depending on the plan. Capital One offers a comprehensive, competitive...SeniorPrivateFull timePart timeLocal area- Citi in Bethesda, MD is seeking a Wealth Relationship Advisor SAFE Act, a senior role responsible for building and deepening client relationships to grow bank and brokerage assets. You will apply financial planning skills and strong discovery to tailor recommendations....Senior
$35.57k - $105k
...the field of Investment Banking. Job Description... ...investment and financial planning, in addition to capital... ..., including public and private debt and equity financings... ...transaction. Collaborate with Senior Bankers to develop... ...company providing wealth management, capital markets...PrivateFull timeWork experience placementSummer workSummer internship- ...for a safer world. We’re experienced professionals who advise senior leaders and decision-makers across the national security enterprise... ...with access to Secure Compartmented Information (TS/SCI).Private sector experience defense, technology, or consulting industries...PrivateWork experience placementInternshipLocal area3 days per week
$100k - $275k
...Bank Of America Job Opportunity At Bank of America, we are guided... ...access to the full array of Private Bank and the bank's... ...needs, preferences, and overall wealth strategy, being responsive to... ...Advisory Prospecting Wealth Planning Analytical Thinking Oral...PrivateWork at officeFlexible hoursShift workDay shift- ...will manage reporter relationships, lead crisis and issues management, and ensure compliant, compelling storytelling for AI-powered wealth management. Reporting to the CEO, this role can sit at Range's McLean, VA headquarters or NYC location. In-office schedule Mon-Fri...Work at officeRelocation
- Wilmington Trust in McLean, VA seeks an experienced Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth-transfer planning needs. This role is ideal for a Trust & Estate Attorney or seasoned wealth planning professional who...
$200.7k - $229.1k
...Senior Business Manager - SBB/Treasury and Payment Solutions As a Senior Manager, Business... ...rewards innovation. Small Business Bank is looking for a Senior Manager to lead... ...accountability for a business segment Strategic planning with a 1-6 month horizon Leadership:...SeniorFull timeTemporary workPart timeLocal areaShift work- ...Freddie Mac is seeking an Operational Risk & Controls Senior within the Governance and Business Services (GBS) in McLean, VA. You will... ...party risk program, drive risk mitigation, and develop contingency plans. Strong Excel, PowerPoint, and SharePoint skills are essential....Senior
- ...CATHEXIS is seeking a Senior IT Talent Acquisition Specialist to own full-lifecycle recruiting for cleared technical roles within our federal client portfolio, including surge hiring for AI/ML Engineers and Data Scientists. The ideal candidate brings a strong data-...Senior2 days per week
- ...Capital One’s CFRM Risk Office seeks a Senior Associate to apply critical thinking, analytical skills, and risk management expertise across governance, controls, and process improvements. This role partners with CFRM leadership and business units to drive risk assessment...SeniorWork at office
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