- 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 (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
- 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
- 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
- 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
- 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