- 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
- Wells Fargo (Paramus, NJ)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo | Jobs and ... **In this role, you will:** + Act as an advisor to leadership to develop or influence objectives, plans,...unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area + Deliver solutions that… 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
- 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 ... 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
- Bank of America (Jersey City, NJ)
- Senior IRA Product Specialist Pennington, New Jersey;Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... procedure manuals, partner with Operations and other ad hoc issues The Senior IRA Product Specialist role within theInvestment Products & Personal Retirement… more
- KPMG (New York, NY)
- **Business Title:** Manager/ Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 68 **Function:** Tax Services **Area of Interest:** ... 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.… more
- Broadridge Financial Solutions (Newark, NJ)
- …a fulltime direct hire position. We are seeking someone to become a trusted advisor to our Customers and will work with sales, business development, enterprise and ... and code reusables Present data strategy and architecture to senior leaders at appropriate level of depth with business...associates can only do their best when they feel safe , understood, and valued, and we work diligently and… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... solutions are the foundations of everything we do from keeping the bank safe , managing global resources, and providing the technical tools our workers need to… 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
- Morgan Stanley (New York, NY)
- TheAnalytics & Data (A&D) team within Morgan Stanley Wealth Management Client Solutions Groupowns all the management reporting, customer and product behavior ... insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. The team focuses...team focuses on high-impact initiatives identified in partnership with senior executives and leaders throughout the firm. We are… more
- Bank of America (New York, NY)
- …impact, along with the power to make a difference. Join us! The Senior Capital Markets Specialist within the Investment Solutions Group (ISG) Capital Markets ... guidance. Responsibilities include: + Partner with select group of Merrill Private Wealth and UHNW focused Financial Advisors and their clients to deliver market… more
- Bank of America (New York, NY)
- …plan. Captures and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in supporting the client ... broader business strategy. The ISG Strategy & Transformation Executive is a senior leader within the Investment Solutions Group, responsible for overall business… more
- Bank of America (New York, NY)
- …metrics. Broadly promote and drive adoption of GWIM CIO guidance through Advisor consultations and portfolio reviews. **Job Responsibilities:** + Support Senior ... manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors + Must hold… more
- Bank of America (New York, NY)
- …documentation and client presentation materials. Works under direction of more senior associates. The Alternative Investment Sales Desk associate will provide ... + Act as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across...+ Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability… more