- 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 ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- M&T Bank (New York, NY)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… 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
- WTW (New York, NY)
- **Summary** The Solution Advisor (SA) is an exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor ... lead opportunities across all our integrated and global solutions in the Health, Wealth and Career (HWC) segment, helping clients define and solve complex issues.… more
- Citigroup (New York, NY)
- The Human Resources (HR) Advisor for USPB Operations and Wealth Operations is a senior management level position responsible for accomplishing results ... meet marketplace and customer needs + Serve as key advisor to Strategy, Planning, and Operations senior leaders for all HR related issues + Appropriately assess… more
- Deloitte (Jersey City, NJ)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Jersey City, NJ)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Citigroup (New York, NY)
- Citi Wealth is a unified wealth platform that serves clients across the wealth continuum. The Wealth business serves ultra-high-net-worth individuals and ... segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global ...Lead Analyst will act as a trusted and strategic advisor to the lending product leadership. The Financial Planning… more
- Citigroup (New York, NY)
- …in the development of all team members.** **Serve as AML Representative to Senior Governance meetings for including the Wealth Product Approval Committee. ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- Citigroup (New York, NY)
- …materials. + Coordinates Annual Investment Planning Requests. + Acts as a senior advisor to the Head of Cyber for Wealth and Legacy Franchise and Leadership ... **This is a senior role responsible for leading and managing the...and managing the cyber portfolio and service delivery for Wealth and Legacy Franchise within the Business, Functions &… more
- Bank of America (Paramus, NJ)
- Wealth Management Specialist - NR Paramus, New Jersey **Job Description:** **Business Overview:** Merrill Lynch Wealth Management is a leading provider of ... and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (New York, NY)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... FOR PRIVATE WEALTH MANAGEMENT ONLY. The Private Wealth Relationship Manager supports the Financial Advisor ...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… more
- M&T Bank (Iselin, NJ)
- …activities throughout the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and execute strategy ... personnel to ensure processes are completed in an accurate and timely manner. The Senior Compliance Advisor operates under the firm's second line of defense… more
- JPMorgan Chase (New York, NY)
- …Director you play a vital role in leading and executing initiatives to drive advisor development and productivity for current and future Advisors. You will also help ... influence stakeholders of Chase Wealth Management on initiatives that will impact the field...of field leadership. **Job responsibilities** + Working closely with Senior stakeholders to serve as the field subject matter… more
- CIBC (New York, NY)
- …CIBC National Trust Company, NA, an OCC licensed trust company, CIBC Private Wealth Advisors, Inc., an SEC registered investment advisor , and CIBC Delaware ... second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of business by… more
- JPMorgan Chase (Jersey City, NJ)
- …as internal communication or training. + Leverage understanding of client and advisor wealth management processes to create and deliver compelling presentations ... and or legal initiatives + Financial services/business consultancy background in Wealth Management + Financial product and commissioned-based advisor business… more
- JPMorgan Chase (New York, NY)
- …roadmaps to support cross-functional change + Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such ... We are seeking a seasoned Vice President for our US Wealth Management Business Transformation Office (BTO) based in New York or Columbus. This role is a part of an… more
- JPMorgan Chase (New York, NY)
- …thinker who has a penchant for story-telling, building relationships and being a trusted advisor to senior leaders? Do you enjoy analyzing & presenting data, ... by direct management.** **Job Responsibilities** + Serve as a trusted advisor to the Wealth Management Regional Directors, providing clarity on how to best use… more
- Bank of America (New York, NY)
- Global Financial Crimes Executive - Global Wealth and Investment Management Front Lines New York, New York;Charlotte, North Carolina; Pennington, New Jersey **Job ... us! The Global Financial Crime ("GFC") Executive - Global Wealth and Investment Management "GWIM" contributes to the direction...guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR")… more