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BAR Regional Director The candidate will build and nurture relationships with key administrators, faculty, student organizations and advisors to increase company's visibility and brand recognition on campus. Will conduct informational presentations ..
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Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..
Senior Trust Advisor The candidate will serve as Trust Advisor for clients with more than $5MM in investable assets. Work with Private Bank Team to identify fiduciary opportunities and solutions. Work ..
Senior Wealth Planning Analyst Duties: The candidate partners with Wealth Strategists, WMAs and other specialists to deliver discovery experience to prospects and clients with a general focus on clients with greater ..
Corporate Counsel The candidate will assist with the preparation and review of documents for various commercial arrangements, including sales/customer agreements, distribution and sales representative agreements, licensing and development agreements. Broadly serve ..
Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..