- Citigroup (Huntington, 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
- M&T Bank (Hauppauge, 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 (Greenwich, CT)
- …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
- M&T Bank (New York, NY)
- …other related duties as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business ... Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and… more
- WTW (New York, NY)
- **Description** The Solution Advisor (SA) is an exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client ... advisor who will position, sell, and lead opportunities across...all our integrated and global solutions in the Health, Wealth and Career (HWC) segment, helping clients define and… more
- Morgan Stanley (New York, NY)
- …Director of Investments is a senior service level position for aFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamswho is responsible for ... Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily basis. The… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... independent perspective with a collaborative approach to become a trusted advisor to the wider Wealth Deposit team. You will also guide the business to translate… more
- JPMorgan Chase (Riverside, CT)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… more
- JPMorgan Chase (Riverside, CT)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- Capco, a Wipro Company (New York, NY)
- …opportunities in: Banking, Capital Markets, Finance Risk & Compliance, Insurance and Wealth and Investment Management. Capco's Wealth practice specializes in ... insights into industry and customer dynamics. + Client & Advisor Experience: Transformation of client & advisor ...strategic client engagements and pursuits and building out our Wealth Management practice with a focus on business strategy,… more
- Deloitte (Jericho, NY)
- …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
- Deloitte (Jericho, NY)
- …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
- City National Bank (New York, NY)
- …new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the ... succession planning. What you will do * Work with Sr . Wealth Strategist and Wealth ...months of employment * CEPA - Certified Exit Planning Advisor within one year of employment *Skills and Knowledge*… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... PDC is a highly visible, cross-divisional effort comprised of senior coverage leads from Fixed Income Division (FID), Investment...acts as the central point of contact and key advisor for PDC clients as they navigate Morgan Stanley.… more
- Citigroup (New York, NY)
- …with global wealth creation trends to enable Citi to act as a trusted advisor in clients' home markets and capture wealth where it is created. The **Business ... and manage strong relationships with a diverse group of senior stakeholders across Internal Wealth and various Citi businesses and functions, to ensure adequate… more
- Citigroup (Greenwich, CT)
- … management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. ... Citi Global Wealth brings together the full power of Citi...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… 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 ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Wells Fargo (New York, NY)
- …self, and empowered to grow. **About this role:** Wells Fargo is seeking an Advisor Platform/RIA - Senior Engineering Manager ( Software Engineering Senior ... the new RIA and Investment Custody platform. Investment Solutions aligns Wealth & Investment Management's (WIM) investment expertise, solutions, and product… more
- Publicis Groupe (New York, NY)
- …a Product Manager at Publicis Sapient, you act as your clients' trusted advisor in leading the overall vision, strategy, roadmap, and prioritization for a specific ... feature increments * Proven track record of working with senior client stakeholder and diverse teams as a servant...years in financial services industry preferred. * Experience in asset/ wealth management Set Yourself Apart With: * Certified SAFe… more