- Citigroup (Stamford, CT)
- … 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
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- M&T Bank (Norwalk, CT)
- …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
- 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
- WTW (New York, NY)
- **Summary** The Solution Advisor (SA) is an exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor ... lead opportunities across all our integrated and global solutions in the Health, Wealth and Career (HWC) segment, helping clients define and solve complex issues.… more
- Deloitte (Stamford, CT)
- …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
- Wells Fargo (New York, NY)
- The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization ... of the Advisor Desktop experience and Advisor tools to... channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a… more
- Citigroup (New York, NY)
- Citi Wealth is a unified wealth platform that serves clients across the wealth continuum. The Wealth business serves ultra-high-net-worth individuals and ... segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global ...Lead Analyst will act as a trusted and strategic advisor to the lending product leadership. The Financial Planning… more
- Citigroup (New York, NY)
- …in the development of all team members.** **Serve as AML Representative to Senior Governance meetings for including the Wealth Product Approval Committee. ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- Citigroup (New York, NY)
- **Global Head of Wealth Platform and Experience** Be a part of the work we do to enable progress around the globe **Location: NYC** Citi, the leading global bank, ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving...growth while driving significant assets under management. As a senior leader in Citi, the role will partner closely… more
- Citigroup (New York, NY)
- …materials. + Coordinates Annual Investment Planning Requests. + Acts as a senior advisor to the Head of Cyber for Wealth and Legacy Franchise and Leadership ... **This is a senior role responsible for leading and managing the...and managing the cyber portfolio and service delivery for Wealth and Legacy Franchise within the Business, Functions &… more
- JPMorgan Chase (New York, NY)
- …roadmaps to support cross-functional change + Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such ... The US Wealth Management **Business Transformation Office (BTO)** is seeking...for a high degree of collaboration across functions including Senior Leadership, Front Office Advisors, Product Specialists, Operations, Technology… more
- CIBC (New York, NY)
- …CIBC National Trust Company, NA, an OCC licensed trust company, CIBC Private Wealth Advisors, Inc., an SEC registered investment advisor , and CIBC Delaware ... second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of business by… more
- Deloitte (Stamford, CT)
- …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
- JPMorgan Chase (New York, NY)
- Are you someone who has a penchant for story-telling, being a trusted advisor and being organized with excellent time management skills? Do you enjoy building ... collaboration & strategic thinking are the norm? As a Wealth Management Strategic Initiatives Finance Team lead - Vice...applicable + Present and articulate the financial impact to senior stakeholders to aid in investment funding decisions +… more
- JPMorgan Chase (New York, NY)
- Our Advisor compensation and incentive programs reinforce our business strategy and drive appropriate Advisor behavior. Incentive compensation represents our ... design options that consider every aspect of our business, including advisor roles and responsibilities, advisor development and transitions, attraction… more
- JPMorgan Chase (New York, NY)
- Are you someone who has a penchant for story-telling, being a trusted advisor and being organized with excellent time management skills? Do you enjoy building ... environment where collaboration & strategic thinking are the norm? As a Wealth Management Functional Finance - Vice President in the Strategic Initiatives, Marketing… more
- JPMorgan Chase (New York, NY)
- …You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage all your skills. Our nine-week program kicks off ... expertise. As a Summer Analyst within the Asset and Wealth Management Global Private Bank team, you will be...means joining a collaborative, supportive team. As a future Advisor you'll work with our team of advisors and… more
- Morgan Stanley (Purchase, NY)
- …packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management* **Title:** *National Advisor Recruiting Specialist* **Location:** ... a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including… more
- JPMorgan Chase (New York, NY)
- **Organization Description** JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional… more