- Citigroup (New York, NY)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… more
- Truist (New York, NY)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Bank of America (Garden City, NY)
- …a specified timeframe to be eligible for Specialist position. The **Private Wealth ** **Relationship Manager** supports the Financial Advisor team to further ... all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to...must obtain all state registrations in support of Financial Advisor (s) and Advisor Team(s) + SAFE… more
- Bank of America (New York, NY)
- …market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing ... Merrill Private Wealth Market Client Relationship Manager New York, New...the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Citigroup (Short Hills, NJ)
- The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- Bank of America (Jersey City, NJ)
- Business Enablement Executive - Managed Accounts Advisor Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help ... the implementation of Investment Strategies across Bank of America Global Wealth Management. The Managed Account Advisors Business Enablement Executive supports… more
- US Bank (New York, NY)
- …**Job Description** US Bank is seeking an attorney to join the Law Division's Wealth Management & Investment Services legal team to support US Bank's trust and ... at US Bank as a trusted legal and business advisor . This position is expected to be located in...paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30… more
- Bank of America (New York, NY)
- …the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to… more
- Bank of America (Florham Park, NJ)
- …the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to… more
- Bank of America (New York, NY)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT...+ Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to… more
- Broadridge Financial Solutions (New York, NY)
- …their normal responsibilities. The individual should also be comfortable acting as an advisor to senior management and leading less- senior associates through ... Financial Analyst. The position will have high exposure to senior executives both within and outside of finance and...associates can only do their best when they feel safe , understood, and valued, and we work diligently and… more
- KPMG (New York, NY)
- …for as a firm KPMG is currently seeking a Manager/ Senior Manager to join our International Tax (https://tax.kpmg.us/services/international-tax.html) practice. ... Responsibilities: + Serve as an international tax advisor to financial services clients with a focus on...on asset managers, hedge funds, private equity funds, sovereign wealth funds and investors, and fund sponsors + Assist… more