OUR IMPACT

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. 

Your Impact

Successful applicant will be a key member of the COO Team, responsible for assisting the COO in implementing regulatory change, strategic initiatives and efficiencies into the PWM business. 

The role will include: