- Citigroup (New York, NY)
- …team in support of the Wealth business which is comprised of the Private Bank , Wealth at Work and Citigold segments. Wealth brings together the ... to family offices. + Support the Private Bank and Wealth at Work ...Support the Private Bank and Wealth at Work businesses across all FP&A...to the financial performance of the Private Bank and Wealth at Work … more
- Citigroup (New York, NY)
- …Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank , Wealth at Work , and Citigold). **Job Description** This is a ... risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet… more
- Citigroup (New York, NY)
- …the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth at Work (WaW) business segments. Overall the ... Wealth Business Treasury is a global team that...portfolio is aligned to the underlying deposit characteristics + Work with Treasury verticals on strategic initiatives such as… more
- Citigroup (New York, NY)
- …Citi Global Wealth franchise. This role will partner closely across the Private Bank , Wealth at Work , and Citigold businesses, as well as the product ... Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to… more
- Citigroup (New York, NY)
- … Wealth business (eg, Citi Private Bank , Citigold, Citigold Private Client, Wealth at Work ), ICRM, Legal, Operations, Independent Risk, Internal ... The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory… more
- City National Bank (New York, NY)
- * PRIVATE BANKING WEALTH ANALYST II* *WHAT IS THE OPPORTUNITY?* Supports Private Banking client teams in delivering investment analysis and wealth ... of investment and financial markets database tools. * Assist Private Banking client teams in performing wealth ...pre-brief and de-brief meetings. * Assume primary responsibility to work with Private Banking client team and… more
- JPMorgan Chase (New York, NY)
- …motivated to provide a first-class experience to clients within JP Morgan's Latin America Private Bank . You will be working alongside a team of talented ... to the next level. As an Analyst you will work on an integrated team with our bankers, global...provides exposure to our multiple business areas within the Private Bank including but not limited to… more
- JPMorgan Chase (New York, NY)
- JP Morgan Private Bank is seeking an experienced Executive Director to serve as the Treasurer/Principal Financial Officer for a fund complex within JP Morgan ... Wealth Management. The ideal candidate will have a strong...providing direct administration and sub-administration for funds within the Private Bank .Manage internal and external relationships, serving… more
- NBT Bank (Plattsburgh, NY)
- …unable to sponsor assume sponsorship of an employment Visa at this time. NBT Bank offers a stimulating work environment that recognizes talent and encourages ... Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year,...employees - like our Tuition Reimbursement Program. Join NBT Bank and build your career through the many growth,… more
- Bank of America (New York, NY)
- …under pressure with minimal hands-on direction. **Desired Qualifications:** + 5 years of wealth planning related work experience ( wealth transfer, financial ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New... of America premises and to provide a safe work environment. To view Bank of America's… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our...aspects of Insurance Premium Finance (IPF) lending across Ascent, Private Wealth Management, and Wealth ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- M&T Bank (New York, NY)
- …of the Bank 's retail and commercial banking systems Knowledge of Private Banking products and services Trust experience Ability to work independently ... Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and… more
- CIBC (New York, NY)
- …Commercial Banking and Wealth Management lines of business. The US CIBC Private Wealth Group ("PWG") conducts an investment advisory and trust business, ... We're building a relationship-oriented bank for the modern world. We need talented,...PWG business is conducted through three primary entities, CIBC Private Wealth Advisors, Inc., an SEC registered… more
- M&T Bank (Rochester, NY)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... the delivery of an integrated wealth management offering consistent with individual financial goals of...performance reviews. + Maintain a thorough knowledge of various Bank resources to facilitate client service delivery and expand… more
- Citizens (Tarrytown, NY)
- Description This is a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer. This newly ... regulations related to investments/ wealth management/trust activities within Citizens Private Wealth . Providing compliance advice, oversight and challenge,… more
- Ballston Spa National Bank (Ballston Spa, NY)
- …extensive knowledge of investments strategies to address the special needs of the private wealth channel to influence client investment decisions. + Develop, ... achievement | Ballston Spa, NY, USA | Salary | Wealth Management Solutions | Full Time Invest in Your...along with 11 paid holidays. We believe providing a work -life balance is key to your success and investing… more
- JPMorgan Chase (Fayetteville, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job...of required operational forms and documentation) + Prioritize daily work , track progress for current work , and… more
- M&T Bank (Rochester, NY)
- …a limited number of complex Fiduciary and other income tax returns, where the Bank or one of the legal entities is trustee. **Primary Responsibilities:** + Maintain ... timely and accurate preparation of complex tax returns, including Private Foundations, Public Charities and Estates. + Manage assigned...the completion of timely and accurate tax returns for wealth clients. + Provide guidance and training to less… more
- M&T Bank (New York, NY)
- …a limited number of complex Fiduciary and other income tax returns, where the Bank or one of the legal entities is trustee. **Primary Responsibilities:** + Maintain ... timely and accurate preparation of complex tax returns, including Private Foundations, Public Charities and Estates. + Manage assigned...the completion of timely and accurate tax returns for wealth clients. + Provide guidance and training to less… more
- Citigroup (New York, NY)
- …the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth at Work (WaW) business segments. Overall the ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...are directly affected by the performance of the individual. Wealth Business Treasury is a global team that partners… more