- 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
- 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
- Bank of America (New York, NY)
- Global Financial Crimes Executive - Global Wealth and Investment Management Front Lines New York, New York;Charlotte, North Carolina; Pennington, New Jersey **Job ... us! The Global Financial Crime ("GFC") Executive - Global Wealth and Investment Management "GWIM" contributes to the direction...guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR")… more
- Publicis Groupe (New York, NY)
- …in asset/ wealth management Set Yourself Apart With: * Certified SAFe Product Owner/Product Manager designation * Certified Agile Product Manager designation A ... at Publicis Sapient, you act as your clients' trusted advisor in leading the overall vision, strategy, roadmap, and...feature increments * Proven track record of working with senior client stakeholder and diverse teams as a servant… more
- Broadridge Financial Solutions (New York, NY)
- …Sales Representative. In this position you will report to the VP, Head of Wealth Product Sales. We are looking for a high energy, driven sales professional whose ... needs. At Broadridge you will work with the largest Wealth Organizations in the US and abroad introducing them...in the US and abroad introducing them to our Advisor Solutions team. Our existing clients and relationships continuously… more
- Publicis Groupe (New York, NY)
- …Benchmarking + Gain deep insight into client's problems and serve as a trusted advisor to clients specifically private wealth management family offices + Possess ... and services their customers truly value. **Overview** **Job Description:** As a Senior Director Product Management at Publicis Sapient, you act as your clients'… more
- Broadridge Financial Solutions (Newark, NJ)
- …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...associates can only do their best when they feel safe , understood, and valued, and we work diligently and… more
- KPMG (New York, NY)
- **Business Title:** Manager/ Senior Manager, Asset Management International Tax **Requisition Number:** 119502 - 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
- 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
- Broadridge Financial Solutions (New York, NY)
- …initiatives and enhance business intelligence capabilities. Serve as a strategic advisor to senior leadership, delivering data-driven insights and ... of the Broadridge business, as well as exposure to senior leaders across the organization.The Director Finance Strategy &...associates can only do their best when they feel safe , understood, and valued, and we work diligently and… more