and client relationships involving complex financial issues and strategies. - Provide professional consulting and advisory services to clients through the... development, delivery, and implementation of a customized wealth plan. - Deliver proactive, high-impact, multi-generational planning solutions tailored to each client’s unique fa...
them to articulate and achieve their wealth goals. - Create streams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. - Ensure delivery and execution... of Private Bank experience and client service standards. - Develop an...
prospects and client relationships involving complex financial issues and strategies, such as multi-generational trusts, closely held business entities, corporate executives, and private foundations. - Provide professional consulting/advisory services to clients through the... development, delivery, and implementation of a customized wealth pla...
Title: Complex Claims Consultant - Financial Lines/Public D&O Job Responsibilities: - Manage an inventory of highly complex litigated claims with large exposures, requiring specialized technical expertise and coordination. This involves verifying policy coverage, conducting investigations, developing and implementing resolution strategies, and authorizing...
Title: Complex Claims Consulting Director - Financial Lines D&O/E&O Job Responsibilities: The Complex Claims Consulting Director will manage an inventory of the most complex Public Directors and Officers (D&O) and Financial Institutions Errors and Omissions (E&O) claims. This involves multi-year claims...
Title: Complex Claims Consultant - Cyber, Technology, Media, MPL Job Responsibilities: The Complex Claims Consultant is responsible for managing an inventory of highly complex commercial claims, focusing on Cyber, Technology, Media, and Miscellaneous Professional Liability (MPL). Responsibilities include: - Managing...