- Truist (New York, NY)
- …1st shift (United States of America) **Please review the following job description:** A Legal Wealth Advisor 3 is responsible for origination and on-going ... education activities. 14. Lead discussions with team members around specific wealth topics, market developments, legal profession, and/or best practices.… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... leader has been appointed as Head of Citizens Private Wealth Managers to oversee the strategy. This individual is...with guidance of the asset allocation strategy team and advisor team. + Responsible for allocating initial funding, annual… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team. Global… more