- Morgan Stanley (Purchase, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** * Family Office Resources Associate * **Location:** ... Office Resources (or "FOR") is within Morgan Stanley's Wealth Management division and is responsible for...Advisors and their Clients/Prospects across a broad range of family wealth management issues, strategic… more
- Morgan Stanley (Purchase, NY)
- …culture. The Morgan Stanley Family Office (MSFO) Group within Private Wealth Management is responsible for delivering solutions to Family Office ... Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Morgan Stanley Family Office Strategy & Business Management … more
- Citigroup (New York, NY)
- …and families, including entrepreneurs and business owners, single-and multi- family offices, senior corporate executives, next generation/inherited wealth ... , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth... Family Group:** Private Client Product Services **Job Family :** Banking Cash Management **Time Type:** **Primary… more
- Guardian Life (New York, NY)
- As the lead of Wealth Management Technology & Digital Platforms for the Individual Markets (IM) Profit Center, your main responsibility is to drive innovation in ... retain seasoned advisors. The candidate needs to have deep wealth management experience with multi custodian clearing...position will be hybrid with 3+ days in the office + Will require travel as needed **Salary Range**… more
- JPMorgan Chase (Jersey City, NJ)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial Banking and Consumer ... and Community Banking **.** JP Morgan Asset & Wealth Management is a global leader in...Monitoring the status of pending cases; following up with back- office partners and carriers, as needed + Submitting application… more
- Deloitte (New York, NY)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- Citigroup (New York, NY)
- … wealth spectrum. Citi Wealth covers all of Citi's go-to-market approaches in Wealth Management - Citi Private Bank, Citi Wealth at Work, and ... financial services + Ability to lead large projects within Wealth Management + Demonstrated record of team...preferred + BA/BS required + Travel approximately 25% **Job Family Group:** Project and Program Management **Job… more
- Deloitte (New York, NY)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- Citizens (Tarrytown, NY)
- …immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility ... for the front-, middle-, and back- office products and services, including the investment ...focus on aspects of compliance and operational risk for Wealth Management . This includes aspects of material… more
- NBC Universal (Englewood Cliffs, NJ)
- …you'll do: + Pitch, report and write stories on the high-net-worth ecosystem such as family offices, wealth management and global luxury brands and the ... or financial reporter. + Candidate should have experience covering wealth management , family offices, investing...has been designated as hybrid, generally contributing from the office a minimum of three days per week. This… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- Citigroup (Stamford, CT)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- HSBC (New York, NY)
- …and cross-border tax planning, business succession, philanthropy, family governance, and family office advisory. Wealth Planning & Advisory partners with ... our communities and the planet we all share. The Wealth Planner is a contributing member of HSBC's ...(WPA) team of global trust, estate planning, financial planning, family governance, philanthropy, and family office… more
- Guardian Life (New York, NY)
- The Head of Wealth Management Marketing will own the strategic planning, development, and execution of marketing initiatives for our Wealth Management ... Develop and implement a comprehensive marketing strategy for the Wealth Management division, aligned with business objectives...two days a week in our Hudson Yards NYC office . **Salary Range** $126,970.00 - $208,600.00 The salary range… more
- US Bank (New York, NY)
- …is strong and stable, and committed to our clients and employees. At Private Wealth Management , we are uniquely positioned for growth and are making significant ... grow and build a rewarding career. US Bank Private Wealth Management (PWM) helps clients identify and...role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
- Citigroup (New York, NY)
- The Financial Planning and Analysis Group Manager is a senior management level position responsible for providing management with an analysis and insight of ... Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank,... clients, from affluent to ultra-high net worth to family offices. **Responsibilities:** + Lead the FP&A Planning team… more
- US Bank (Greenwich, CT)
- …what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. ... the PWA also acts as a conduit for Private Wealth Management 's strategic partners in the region....role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Citi Global Wealth brings together the full power of Citi... clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the… more
- US Bank (New York, NY)
- …of higher risk. 9. Performing other duties as requested by management including continuous monitoring for responsible areas **Preferred Skills/Experience** + ... seven to ten years of applicable experience + Knowledge of consumer, payments, wealth , fiduciary and commercial banking products + Subject matter expert level of… more
- M&T Bank (New York, NY)
- … vertical: Family Wealth , Affluent Business Segments, Wealth Strategy, etc. **Scope of Responsibilities:** Perform project/ management related assignments ... and deeper understanding of what's important turns our clients' challenges into opportunities. The wealth management business is broken up into wealth areas… more