- 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
- Wells Fargo (Paramus, NJ)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo | Jobs and ... **In this role, you will:** + Act as an advisor to leadership to develop or influence objectives, plans,...unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area + Deliver solutions that… 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
- Bank of America (Paramus, NJ)
- Wealth Management Specialist - NR Paramus, New Jersey **Job Description:** **Business Overview:** Merrill Lynch Wealth Management is a leading provider of ... and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in… 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 (Jersey City, NJ)
- Business Enablement Executive - Managed Account Advisor Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help ... the implementation of Investment Strategies across Bank of America Global Wealth Management. The Managed Account Advisors Business Enablement Executive supports… more
- Bank of America (Jersey City, NJ)
- Senior Product Specialist Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... investment insights, platforms and solutions for clients serviced within Global Wealth and Investment Management including Merrill Lynch Wealth Management,… more
- Bank of America (Jersey City, NJ)
- Senior IRA Product Specialist Pennington, New Jersey;Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... procedure manuals, partner with Operations and other ad hoc issues The Senior IRA Product Specialist role within theInvestment Products & Personal Retirement… 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
- Bank of America (Florham Park, NJ)
- …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
- 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 (Jersey City, NJ)
- …brokerage or institutional offering. Responsibilities include working with more senior Product Specialists in developing product plans, strategies and enhancements, ... across ISG to develop Alternative Investments solutions for Merrill Lynch Wealth Management clients * Managing the portfolio trading and rebalancing engine… 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
- Citigroup (Jersey City, NJ)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... foundations of everything we do from keeping the bank safe , managing global resources, and providing the technical tools...Excellent communication skills + Act as a Trusted Security Advisor to business and technology teams, guiding them on… more