Managing Director of WealthPlanning Full-time Regular Summary: This position is responsible for working closely... to the Wealth Planning team Perform other duties as assigned Supervisory Responsibilities: This position does...
Managing Director Summary: This position is responsible for selling Wealth Management investment services to a high... to cross-sell relationship improvement opportunities to existing clients Provide charitable, business, and wealth planning...
and meets with prospects generated by ES Planned Giving Program. Cultivates relationships with estate planning professionals.... Assists prospective donors and their advisors in clarifying gift planning goals, preparing, and presenting appropriate...