- 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
- Broadridge Financial Solutions (Edgewood, NY)
- …levels of the organization, tailoring messages for different audiences, from technical teams to senior executives. + Act as a trusted advisor for senior ... along the way, come join the Broadridge team. We are seeking a Senior Professional Scrum Master with extensive experience in program management, advanced Jira… more