MAI Wealth Management, Inc. background
MAI Wealth Management, Inc.

MAI Wealth Management, Inc. in United States

Upper Management / Consulting

11 jobs at MAI Wealth Management, Inc. in United States

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    Portfolio Manager

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    Tax Specialist

    1 day ago

    MAI Wealth Management, Inc. Marriottsville, United States

    Job Description · Job Description · GENERAL JOB DESCRIPTION · The Tax Specialist in the Tax Department is responsible for supporting all tax services provided to clients and contributing as a key member of the Tax team. Under the direction of a Senior Tax Advisor & Team Leader ...

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    HR Operations Specialist

    2 days ago

    MAI Wealth Management, Inc. Independence, United States

    Job Description · Job Description · GENERAL JOB DESCRIPTION · The HR Operations Specialist plays a pivotal role on the HR team in shaping our HR landscape by leading the development, implementation, and execution of our overall HR Operations processes. In this role, the individ ...

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    Senior Client Service Specialist

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    Job Description · Job Description · GENERAL JOB DESCRIPTION · Active member of the Wealth Management Group. Responsible for client account related service, new business matters, account set-up and overall client service requests. Coach, train, and mentor new Client Service team ...

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    Wealth Advisor

    2 days ago

    MAI Wealth Management, Inc. Naples, United States

    Job Description · Job Description · GENERAL JOB DESCRIPTION · The Wealth Advisor will be responsible for supporting and implementing MAI's full-service approach to working with clients in our Advisor Referral Program (ARP). This individual will manage, or assist in managing cli ...

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    Wealth Specialist

    2 days ago

    MAI Wealth Management, Inc. St Louis, United States

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    Client Relationship Manager

    2 days ago

    MAI Wealth Management, Inc. Avondale Estates, United States

    Job Description · Job Description · GENERAL JOB DESCRIPTION · The Client Relationship Manager (CRM) is an individual contributor responsible for relationships with Corporate Retirement Plan Sponsors. The CRM manages a book of business comprised of small and mid-sized companies ...

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    Operations Specialist

    1 day ago

    MAI Wealth Management, Inc. Independence, United States

    Job Description · Job Description · GENERAL JOB DESCRIPTION · The Operations Specialist is responsible for processing and onboarding MAI and Outside Fund accounts. This role also provides tactical perspectives to ensure the Investment Operations team efficiently meets the front ...

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