- Citigroup (New York, NY)
- …in audit, control, compliance or regulatory management in the banking or wealth management industry. + Previous experience of interacting and working with ... experience + Professional ability and presence to interact with senior management and regulators + Ability to...strength in sustaining independent views. + Strong presentation and relationship management skills are essential + Should… more
- Citigroup (Huntington, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- M&T Bank (Hauppauge, NY)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... revenue growth including the acquisition of new business and the ongoing relationship management , growth and retention of our existing clients.… more
- KeyBank (New York, NY)
- …team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship Manager ... New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net...responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry… more
- JPMorgan Chase (New York, NY)
- As the Executive Director - Business Development Strategy Director in Chase Wealth Management (CWM) Business Development, you play a vital role in leading and ... for current and future Advisors. You will also help influence stakeholders of Chase Wealth Management on initiatives that will impact the field to ensure… more
- Truist (New York, NY)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... + 8 or more years of sales and client management experience in Wealth Management ...+ Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the… more
- Citigroup (New York, NY)
- …other business units at Citi working closely with key stakeholder inside and outside Wealth . + Responsible for business management and planning for the ICE ... contact within the ICE organization for any cross functional Wealth or Citi-wide programs (eg, expense management ...and manage strong relationships with a diverse group of senior stakeholders across Internal Wealth and various… more
- JPMorgan Chase (New York, NY)
- …ReEntry Overview page for further information regarding the Program. JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader ... in investment and wealth management . Its clients include institutions, high-net-worth...financial markets + Demonstrated aptitude for sales and client relationship management + Superior multi-tasking; strong organizational… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Deloitte (New York, NY)
- …requirements and overcome obstacles. A genuine passion for the Investment & Wealth Management industry, combined with relationship -building, leadership, and ... Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations...new skills and perspectives, exhibiting openness to coaching from senior colleagues, and contributing to the development of junior… more
- CIBC (New York, NY)
- …and independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. The US CIBC Private Wealth ... a national footprint (http://www.atlantictrust.com/portal/site/at/our-team/) in the US, with teams of wealth management professionals in 18 major cities. PWG is… more
- Citigroup (New York, NY)
- …of work file and/or other trackers maintained by this individual to assist senior management decision making and execution. + Research week-over-week gaps and ... The Wealth Client Segments Control Testing Utility is responsible...communication, written and presentation skills. + Strong people and relationship management skills with the ability to… more
- Publicis Groupe (New York, NY)
- …preferred * 5+ years in financial services industry preferred. * Experience in asset/ wealth management Set Yourself Apart With: * Certified SAFe Product ... client in maintaining competitive advantage * Build and maintain a trusting relationship with the client, teams, and vendors; develop influence without authority *… more
- Citigroup (Greenwich, CT)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- WTW (New York, NY)
- …the solution, and to adapt the solution to reflect geographical nuances. **Lead Relationship Management (20%)** + Annual growth in LRM client portfolio + ... 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
- JPMorgan Chase (New Hyde Park, NY)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new opportunities ... Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- Bank of America (New York, NY)
- …leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the ... with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management… more
- AON (New York, NY)
- …field of study, with proven academic excellence + 5+ years of relationship management /consulting experience in banking, capital markets or broader financial ... field of study, with proven academic excellence + 5+ years of relationship management /consulting experience in banking, capital markets or broader financial… more
- Citigroup (Queens, NY)
- …assigned branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management , Mortgage) + Partner with cross retail segment Area peers ... spanning Wealth Management , Consumer and Mortgage and initiate...Accountable to scorecard metrics and KPI's as defined by Senior Management + Support the development of… more
- S&P Global (New York, NY)
- …relationships with Asset Owners - Insurance Companies, Pension Funds and their advisors, Sovereign Wealth Funds etc. - as being key to our success to execute on the ... efforts by other Market Outreach colleagues, initially including EMEA Investment Management Firms (Asset Managers of Insurers), and Global Sovereign Wealth… more