Application Deadline: 06/15/2025 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Provides... to the client. Shares wealth solutions expertise and product knowledge across regional team. Develops solutions and makes...
and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications.... Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build relationships...
. RESPONSIBILITIES: Fundraising Manage a portfolio of 30-50 donors, prospects, DAF contacts and private wealth/philanthropic advisors.... Maintain accurate and up-to-date donor records and pipelines in CARE’s CRM system, Salesforce. DAF and Wealth Advisor...