Private Client Partner Jobs in Lexington

... high net worth prospects and client relationships (> $10MM investable and/or ... business entities, corporate executives, and private foundations. Partners with WMAs in ... propose. Remains engaged with the..

... with prospects, clients, and the client service teams to produce key ... memorializes the entirety of the client’s and prospects current financial structure ... maintain, in collaboration with the..

Litigation Consultant - Liability The candidate will reviews/acts on reports/forms; responds to inquiries; seeks legal opinion and early resolution; and communicates resolution to appropriate parties. Handles high end cases with ..