Private Wealth Advisor Managing Director Job at U.S. Bank National Association (Cincinnati)

Private Banker - Saudi - Managing Director

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...

Location

Switzerland , Geneva

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Saudi market
Demonstrated track record in relationship acquisition
Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
Extensive experience in selling new products, based on client needs
Experience in working on teams and influencing diverse resources and stakeholders
Fluent English (written and spoken) is essential for this role
Arabic language skills are also preferred
Excellent relationship building skills
Thrives in a business development environment
Strong knowledge of investment products, good macro understanding would be important skill to have

Job Responsibility

Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries
Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues
Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies

Fulltime

New

Wealth Sales Iberia - Director

The Iberia Wealth team is responsible for managing and expanding BlackRock’s rel...

Location

Spain , Madrid

Salary:

Not provided

BlackRock Investments

Expiration Date

March 02, 2026

Requirements

Minimum of 10 years’ experience in a financial services sales or leadership role within the Wealth and Asset Management industry, with a proven track record in the Distribution segment
Demonstrated experience in defining and executing commercial strategies, leading teams, and delivering measurable business growth across Private Banks, Retail Networks, Fund Platforms, and Independent Financial Advisors
Thorough knowledge of the Iberia Private Banking, Wealth, and Asset Management landscape, including market dynamics, clients, and regulatory environment across Spain, Portugal, and Andorra
Deep understanding of the sales lifecycle, including strategic prospecting, client acquisition, objection handling, deal closing, and long-term relationship management
Comprehensive understanding of investment solutions, including Active funds, ETFs, Index strategies, and Private Market solutions
Strong leadership and people management skills, with the ability to inspire, develop, and motivate high-performing teams
Proven ability to collaborate cross-functionally with product, investment, and marketing teams to align local execution with broader EMEA Wealth priorities
Strategic mindset combined with operational excellence, ensuring disciplined execution, pipeline management, and delivery of commercial objectives
At least a Bachelor’s degree (Master’s degree preferred) in Business Administration, Economics, Finance, or equivalent professional experience
Strong analytical and problem-solving skills, with the ability to interpret complex data, identify trends, and translate insights into actionable commercial strategies

Job Responsibility

Define and execute a client-centric commercial strategy for the Distribution segment in Iberia, aimed at deepening client relationships and driving the growth of BlackRock’s Wealth franchise across Spain, Portugal, and Andorra
Lead and oversee BlackRock’s Distribution business, ensuring performance accountability, best-practice execution, and alignment with the firm’s broader commercial objectives
Drive day-to-day coverage of key relationships across Private Banks, Retail Networks, Fund Platforms, and Independent Financial Advisors, ensuring coordinated and consistent client engagement
Collaborate closely with investment and product teams to deliver on strategic priorities and expand expertise across Active funds, ETFs, Index strategies, and Private Market solutions
Identify and pursue opportunities for strategic partnerships and portfolio solutions, fostering innovation and cross-functional collaboration to enhance client value
Represent BlackRock in client events, presentations, and educational sessions, contributing as a speaker and supporting the ongoing development of high-impact engagement formats
Conduct ongoing analysis of the Iberia Distribution landscape, providing market insights and contributing to the evolution of BlackRock’s product offering to meet changing client needs
Promote and expand access to BlackRock’s thought leadership, ensuring that Distribution clients benefit from the firm’s global investment expertise and insights
Ensure full adherence to regulatory and legal requirements, maintaining the highest standards of compliance and integrity within the team
Foster a culture of collaboration, accountability, and commercial excellence, developing talent and ensuring the team’s alignment with the EMEA Wealth strategy

What we offer

Retirement investment and tools designed to help you in building a sound financial future
Access to education reimbursement
Comprehensive resources to support your physical health and emotional well-being
Family support programs
Flexible Time Off (FTO)

Fulltime

Tax Associate Director – Inheritance & Trust Specialist

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
Strong experience and the ability to lead projects, with support from senior members of the team, in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters
An in depth, up to date, knowledge of taxation including Trust and IHT related matters
Experience of reviewing Trust accounts and associated tax aspects
Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
Experience of dealing with client senior management
Can guide and supervise less experienced colleagues
Some experience of seeking opportunities for developing new clients and for selling new services to existing clients
Staff management experience
Leads projects of varying scale and complexity

Job Responsibility

Manage funds, businesses and trusts of individuals, families and entrepreneurs
Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs
Work across a truly diverse portfolio of global clients
Work proactively and manage your own tasks
Collaborate with others and communicate regularly with senior managers, directors, and BDO’s partners to help businesses effectively
Identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

What we offer

Health and wellness programmes
Pension plan with matched employer contributions
Private medical access for you and your family
Income protection plan
Holiday purchase scheme (up to 10 days additional leave)
Bike to work scheme
Agile working
Programmes, resources, and frameworks for career development
Mentoring and coaching
State-of-the-art collaboration spaces

New

Private Client Tax Director

Our rapidly growing Private Client Team manage funds, businesses and trusts of i...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

In depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures
Strong experiences and the ability to lead projects in succession planning for multi-generational families and to provide support to the wider private client team on a wide range of private client tax matters
Experience advising in the UK and offshore trusts area and working with trustees and wealth advisory teams on the taxation considerations
Experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities
Ability to provide private client compliance and advisory services to a wide range of clients using resource from a shared service team
Understanding of potential risks to the firm arising from various aspects of client engagement
Ability to guide and supervise less experienced colleagues
Ability to support, train, mentor and advise others
Willingness to challenge current practice – driving improvements and championing change
Takes personal responsibility for own decisions and actions and those of others

Job Responsibility

Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business
Visit clients across the world
Work proactively and manage your own tasks
Collaborate with others and communicate regularly with senior managers, directors, and BDO’s partners to help businesses effectively
Identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with

What we offer

Health and wellness programmes
Pension plan with matched employer contributions
Private medical access for you and your family
Income protection plan
Holiday purchase scheme (up to 10 days additional leave)
Bike to work scheme
Agile working
Wellbeing support
Career development programmes, resources, and frameworks
Mentoring and coaching

New

Us Private Client Services Director

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

US Enrolled Agent (EA) and ATT qualifications required as a minimum
Ideally CTA qualification
A broad base of US and UK private client experience working with UHNW families and their family offices
Extensive experience delivering written advisory reports
Strong capabilities to lead, manage and sign off complex projects with partner support, resolving US and foreign matters involving clients, their advisors, and our global network where needed
The passion to make a significant impact within a small, fast growing, dynamic team

Job Responsibility

Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base
In depth experience and a strong understanding of working with families and entrepreneurs delivering dual US/UK written advisory memos on topics including pre-US and pre UK residency tax planning, succession planning including advising on trusts, alternate structuring and pensions
Wide experiences with the use of the UK/US treaty in detail
Advanced understanding of complex foreign tax credit scenarios and planning solutions.
An established record of winning work
A reputation in the marketplace and familiarity working in conjunction with lawyers, wealth advisers and other professionals that support UHNW individuals with US aspects to their lives
Signing out complex UK and US tax returns including Forms 1040, 1040NR, 3520, 5471, 8858, 8865 etc
Experience of presenting internally and externally on topics pertinent to US PCS tax matters
The individual would be able to form strong collaborative relationships with other teams on projects
A desire for continual learning, assisting in training and inculcating US advisory skills, and development in the junior members of the team

What we offer

Health and wellness programmes
Pension plan
Private medical
Income protection plan
Holidays
Bike to work scheme

New

Midwest Regional Director

iCapital is seeking a regional Vice President or Senior Vice President level sen...

Location

United States , Chicago area

Salary:

175000.00 - 225000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

10+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
Expertise in RIA, Independent BD or Bank distribution segments
Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process
Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
Series 7 and 63 licenses are required
Series 24 license is preferred or must obtain within 90 days of start date
CAIA certified or obtain within three years of hire

Job Responsibility

Optimize the existing team’s client coverage model (e.g. segmentation, sales rotation, asset and wealth manager partnerships) to maximize the market opportunity
Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders
Develop sales proficiency with a curated and diligenced menu of 60+ offerings across private credit, private equity, real estate, and hedge funds
Champion local markets launch plans for new funds on the platform
In-market travel to regularly meet with advisors, centers of influence, and clients

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

New

Account Director, Education

Our ChatGPT Enterprise Sales team has a unique mission to help customers underst...

Location

Singapore

Salary:

Not provided

OpenAI

Expiration Date

Until further notice

Requirements

Selling platform-as-a-service and/or software-as-a-service at a product-led growth company
Experience selling into education institutions
Achieving revenue targets >$1M per year for more than 6 years
Designing and executing complex deal strategies
Supporting the growth of fast-growing, high-performance companies
Leading high-visibility customer events (CAB, conferences, product launches, etc.)
Gathering, distilling, and processing complex market (industry, competitor, customer, prospect) intelligence
Reporting on customer success activities

Job Responsibility

Lead our enterprise prospects’ journeys from consideration to purchase
Partner with Account Associates, Solutions Engineering and Customer Success to build and execute complex customer evaluations, demos, and pilots
Forecast your pipeline and targets on a weekly basis
Closely monitor the industry landscape (people, competitors, partners, etc.) to contribute to product roadmap and other corporate strategies
Collaborate with solutions, marketing, communications, business operations, people operations, finance, product management, and engineering
Support the recruitment and onboarding of other teammates
Support the development of company culture

Fulltime

New

Social Care Worker

Social Care Workers in a Residential setting work as part of a multidisciplinary...

Location

Ireland , Tralee

Salary:

40351.00 - 56650.00 EUR / Year

TTM Healthcare

Expiration Date

Until further notice

Requirements

Be registered in the Social Care Workers Register maintained by the Social Care Workers Registration Board maintained by CORU
Hold a CORU approved Social Care Worker qualification and have applied for CORU registration (evidence of application will be necessary)
Hold a BA in Social Care
Be eligible for registration in the Social Care Workers Register maintained by the Social Care Workers Registration Board maintained by CORU (evidence of application will be necessary)
Have the requisite knowledge and ability (including a high standard of suitability and ability) for the proper discharge of the duties of office
Must be fully flexible to work shift work, days, nights, weekends, sleepovers etc
And a full clean manual drivers license
And be eligible to live in Ireland, sponsorship not given

Job Responsibility

Work as part of a multidisciplinary team to provide care to service users
Provide therapeutic care placement to service users who most often present with emotional or behavioural difficulties and cannot live with their own families

What we offer

Incremented HSE pay scales
Paid Sick leave
Paid Paternity leave
Paid Maternity Leave
Pension
Highly competitive premium rates
23 days annual leave starting out to increase to 26 days per annum
Tusla Health, Wellbeing and Employee Assistance Programme
Employee Assistance and Counselling Service
Occupational Health Service

Fulltime

Private Wealth Advisor Managing Director

U.S. Bank National Association

Location:
United States , Cincinnati ▼
Seven Hills
Columbus
Worthington

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 27, 2026

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