Passionate about helping clients and their families better invest their time and money? Who Are We? We are team of like minded folks on a mission to better invest our partner families time and money. What's the job description? This is rare opportunity and role to be part of the early founding team. Responsibilities will be wide but have a primary focus on typical UHNW private client activities, The ideal candidate is a consummate professional who develops and monetizes relationships and manages high level, sophisticated clients. What Will Your Responsibilities ? Build and maintain long term relationships with clients, prospects and COIs. Able to effectively manage approximately $100M+ in ultra high net worth assets. An entrepreneurial approach of building a business with the support of our operations and investment team functions. Collaborate lBest in Class Service providers to identify opportunities and deliver solutions. Deliver exceptional client service and experience. Meet clients needs and inquiries including financial and investment affairs' trust and broad knowledge of estate and tax planning What Do You Need? Bachelor's degree required in Business, Finance or related field; advanced degree(s) a plus MBA, CFP or CFA is a plus; 5+ years of experience serving clients in ultra-high net worth industry. Series 65 required or within 90 days of employment. Deep knowledge of capital markets and investments across asset classes including hedge funds, private equity, direct real estate, and commodities. Excellent verbal and written communication skills. Apply for this position JOB TITLE Private Wealth Director
...coordination of patient care services, addressing any patient concerns or questions promptly. Language # Fluent in both English and Spanish. Education # High school diploma or equivalent required. Experience # At least three years of administrative and...
...of customers satisfaction through excellent service Complete store administration and ensure compliance with policies and... ...and interpersonal skills Company Description Gift Stop and Liquor Store in Springdale, Utah. Company Description Gift Stop and...
...extreme heat and cold. EXPECTATIONS: School work hours are 7:30 am to 4:00 pm for faculty unless otherwise instructed. Substitutes should report to the Front Desk to receive their assignment Faculty are expected to wear dress that reflects respect for the...
A DEEPER COMPASSION, FOR A HIGHER PURPOSE Nurses are at the heart of our world-class, patient-centered standard of care. Day in and day out, they go the extra mile to make a lasting difference in the lives of our residents and their families. Travel that extra mile with...
...understand them. With the power to apply artificial intelligence and data science to business decisions via enterprise data management... ...to any qualified applicant in the United States Job Title: Azure Data lead (ONSITE) Work Location: Dallas, TX We are...