UNKNOWN

FEED

Cultivate, manage, and retain High Net Worth and Ultra High Net Worth client relationships, expanding Assets Under Management (AUM) by acquiring new clients and deepening existing relationships. As the primary point of contact for the client, the Banker's primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships while acquiring new clients.

Banco Santander Brazil

US Private Bank - Sr Private Banker - Miami, FL

ea_via_bold

Performs a variety of operational tasks for the AMTI TSMO area, including processing updates to client accounts and interpreting and handling exceptions as well as resolving escalated and/or complex problems in client accounts. Transfers can include but are not limited to incoming/outgoing ACAT, delivery/receive of securities free of payment which include DTC, Government, Mutual Fund, International transfers, DRS and/or DWAC transfers.

Amerant Bancorp Inc

TSMO Associate

linkup_via_bold

The second, and larger, are firms that already have an established base of end users or assets and want to give those users access to digital assets: investment platforms and online brokers, asset managers and trading firms, private wealth and RIA platforms, fintechs adding crypto to an existing product, and the retirement channel, where brokers and IRA providers are bringing bitcoin ETFs and spot crypto to retirement accounts. AlphaPoint is a single platform with many capabilities: one integration that lets a client offer trading, brokerage, treasury, and stablecoin workflows to their end users, connect to the liquidity venues, custodians, and banking partners of their choice, and expand into new use cases without re-platforming.

AlphaPoint Corporation

Enterprise Sales Executive

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Orchestrate specialists to provide holistic financial services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.

Northern Trust

Director, Family Office Solutions

Responsibilities:Leads the service delivery model and wealth management banking strategy of respective markets to drive business growthHires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client serviceSupervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch auditOversees the client service experience and reviews the approval of new client accountsLeads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goalsManagerial Responsibilities:This position may also have responsibilities for managing associates. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs.

Bank of America Corp

Merrill Market Client Relationship Manager

Banco Santander (Brasil) SA

YEAR

This vision is implemented through an innovative approach focusing on processes automation and aiming to place people at the heart of every decision, every day, in line with our values: kindness, honesty, respect, and integrity. Preparation of individual, estate and fiduciary tax returns for US and non-US residents under the supervision of senior staff, mostly servicing entrepreneurs and co-founders of our corporate clients with net worth over $10M.

Orbiss

Tax Associate - Private Client

Workable

ADAPTED_NOW

We are Santander Bank, N.A., one of the country's top retail banks by deposits and a wholly owned subsidiary of one of the most respected banks in the world: Banco Santander. Our parent company, Santander Group, serves more than 100 million customers in the United Kingdom, Latin America, and Europe. Here in the Northeast, we are a team of 9,800 individuals all committed to a single mission: to help customers make progress toward their goals. We aim to make banking hassle-free by providing simple ways for customers to spend, save and manage their money.
<br>
<br>
Santander is recruiting people like you who want to be challenged and strive for something better. At Santander, you'll be rewarded with competitive compensation and market leading benefits. You'll have access to comprehensive career development programs that empower you to grow and advance. You'll discover a company where you can shape a bright future.

<style type="text/css">
.photo_wrapper {
	border: 1px solid #ddd !important;
}
</style>

Santander US

Santander Bank, NA

Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Bank of America

Merrill International Client Relationship Manager

sourcestack_via_bold

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Chief of Staff is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for managing all business operations and overseeing the essential activities of all Support Professionals alongside their productivity.

Morgan Stanley

Chief of Staff

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Chief of Staff is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for managing all business operations and overseeing the essential activities of all Support Professionals alongside their productivity.

Chief Of Staff

Key measures of success include acquisition of new small business relationships, deposit and fee income growth from both new and existing relationships, new lending origination and loan retention that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as establishing strong relationships with internal partners to drive referrals and deepen relationships. This is a national role, requiring consistent virtual collaboration with RBC USWM Financial Advisors, educating them on our small business capabilities to establish the most qualified client introductions, providing financial advice to clients and prospects, and consistently connecting client needs with CNBs service and offerings.

City National Bank

Relationship Manager Sr I _RBC

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Investment Associates are responsible for developing relationships with internal teams (performance reporting, client communication, trading, and handling many of the routine investment related and client relationship tasks to allow the portfolio advisors to focus on their responsibilities.

Investment Associate - FIA

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.

Oppenheimer Holdings Inc

Registered Client Service Associate (Fort Lauderdale, FL)

Santander Private Banking International has a global presence that provides us with in-depth knowledge of local markets, offering solutions tailored to local contexts aligned with a global vision. As the main point of contact for the client, the Banker's primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships and acquiring new clients.

Private Banking - Banker - Argentina Coverage - Miami, FL

Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria. Develop expertise in firm sales and service technologies, leveraging digital marketing, client service, and financial planning tools to support business growth and client engagement.

Manning & Napier, Inc.

Relationship Manager

A leading public accounting and advisory firm is seeking a Tax Manager to oversee complex tax engagements for high-net-worth individuals, professional services clients, trusts, partnerships, and related entities. This role is highly client-facing and offers the opportunity to lead sophisticated tax planning and compliance engagements while mentoring teams and contributing to long-term client growth.

Spartan Placements

Tax Manager

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. EisnerAmper is seeking a Tax Director to join our Real Estate Tax practice with a primary focus on privately held real estate owners, developers, operators, family offices, and closely held real estate businesses.

TAG EisnerAmper, LLC (Inactive)

Tax Director - Real Estate

Alongside that, you will support our group corporate structure across the US, Switzerland, Luxembourg, and Germany, such as shareholder matters, financing rounds, stock option plans, and the general housekeeping that keeps a fast-growing group in good order, as well as liaise with local counsel and coordinate on any investor-related matters. Review and negotiate transaction documents for US growth equity and pre-IPO deals and private fund investments, including subscription agreements, side letters, LPAs, term sheets, and co-investment documentation.

Wealth Management Advisor Jobs in Miami, FL

US Private Bank - Sr Private Banker - Miami, FL Banco Santander Brazil

TSMO Associate Amerant Bancorp Inc

Enterprise Sales Executive AlphaPoint Corporation

Director, Family Office Solutions Northern Trust

Merrill Market Client Relationship Manager Bank of America Corp

US Private Bank - Sr Private Banker - Miami, FL Banco Santander (Brasil) SA

Tax Associate - Private Client Orbiss

US Private Bank - Sr Private Banker - Miami, FL Santander US

Merrill International Client Relationship Manager Bank of America

Chief of Staff Morgan Stanley

Chief Of Staff Morgan Stanley

Relationship Manager Sr I _RBC City National Bank

Investment Associate - FIA Northern Trust

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Registered Client Service Associate (Fort Lauderdale, FL) Oppenheimer Holdings Inc

Private Banking - Banker - Argentina Coverage - Miami, FL Banco Santander Brazil

Relationship Manager Manning & Napier, Inc.

Tax Manager Spartan Placements

Tax Director - Real Estate TAG EisnerAmper, LLC (Inactive)

Legal Counsel (f/m/d) Stableton Financial AG

Similar Job Searches

See More Jobs

Stand out to leading employers.