- Citigroup (Paramus, NJ)
- … 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
- 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 (New York, NY)
- 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 (Stamford, CT)
- …- Advisor Development Program Stamford, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the… more
- Bank of America (New York, NY)
- Senior Investment Manager New York, New York **Job...registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act ... Description:** Merrill Wealth Management is a leading provider of comprehensive ...driven, resilient, results focused and effective. **Job Description:** The Senior Investment Manager is responsible for defining and owning… more
- Broadridge Financial Solutions (New York, NY)
- …while helping others along the way, come join the Broadridge team. Broadridge Advisor Solutions (BAS) is seeking a strategic and resourceful Senior Product ... Product: + Act as a trusted partner and strategic advisor to the VP of Product, contributing to the...believe that associates do their best when they feel safe , understood, and valued, and we work diligently and… more
- Neuberger Berman (New York, NY)
- The Head of IRA and Retirement Services is a senior role within our Retirement team, overseeing approximately 12,000 IRA/Retirement accounts totaling nearly $10 ... billion in assets within the Private Wealth Management (PWM) business. As the firm's "IRA Champion,"...deep technical expertise in IRA regulations, exceptional client and advisor -facing skills, and the ability to collaborate across departments… more
- Broadridge Financial Solutions (New York, NY)
- …levels of the organization, tailoring messages for different audiences, from technical teams to senior executives. + Act as a trusted advisor for senior ... come join the Broadridge team. We are seeking a Senior Professional Scrum Master with extensive experience in program...believe that associates do their best when they feel safe , understood, and valued, and we work diligently and… more