- 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 ... 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
- 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
- M&T Bank (New York, NY)
- …and support work towards building your own portfolio of business, eventually becoming a Wealth Advisor or Investment Advisor Associate. There is the ... participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two… 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
- Morgan Stanley (New York, NY)
- … Management Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... on delivering an exceptional client experience. In supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s)...planning *DUTIES and RESPONSIBILITIES:* *Client Support:* * As a senior member of the service team, provide coverage for… more
- JPMorgan Chase (New York, NY)
- …and centralized advisor centers. As a Vice President, Field Leadership Strategy Advisor Growth Program within the JP Morgan Wealth Management Business, you ... team, a highly visible team with significant interaction with senior management, is tasked with delivering expertise on all... Growth Program. + Collaborate with Market Directors of Wealth to support program strategy and advisor … more
- Morgan Stanley (New York, NY)
- …assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through ... for new and existing clients. This role may accompany senior team members to meet with clients to evaluate...Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor … more
- Bank of America (Garden City, NY)
- …a specified timeframe to be eligible for Specialist position. The **Private Wealth ** **Relationship Manager** supports the Financial Advisor team to further ... Wealth Management Specialist-NPD Garden City, New York **Job...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… 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 (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
- Deloitte (New York, 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
- Deloitte (New York, 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
- Bank of America (Stamford, CT)
- Senior Auditor, Wealth Management Charlotte, North Carolina;Stamford, Connecticut; Providence, Rhode Island; Wilmington, Delaware **Job Description:** At Bank of ... test work during highly complex audit activities associated with Wealth Management activities. Key responsibilities include independently designing and executing… more
- City National Bank (New York, NY)
- … Senior Investment Consultants and the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth Strategist team in the ... planning. **What you will do** + Work closely with Senior Investment Consultants (SIC) and Financial Advisors (FA) as...+ Peer review client-facing custom designed output from other Sr . Wealth Strategist. + Partner with Strategy… more
- Bank of America (New York, NY)
- Sr . Relationship Manager - Global Commercial Banking/Non-Bank Financial Institutions New York, New York **Job Description:** At Bank of America, we are guided by a ... Credit, Global Markets products, Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. The GCB NBFI...addition to being the primary Bank advocate and key advisor to the client, the RM is accountable for… more
- Bank of America (New York, NY)
- …market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing ... Merrill Private Wealth Market Client Relationship Manager New York, New...the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model… 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 (Bronxville, NY)
- … 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)
- …desire to make their mark on the organization. **Key Responsibilities:** + Serve as a trusted advisor to Senior Leaders and Wealth Advisors across the Citi ... Growth and Productivity** **'** is critical to the success of the Citi's Global Wealth at Work business. This role will be responsible for the ownership and… 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