- Citigroup (Queens, 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)
- …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
- WTW (New York, NY)
- **Description** The Solution Advisor (SA) is an exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client ... advisor who will position, sell, and lead opportunities across...all our integrated and global solutions in the Health, Wealth and Career (HWC) segment, helping clients define and… 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
- Morgan Stanley (New York, NY)
- …Director of Investments is a senior service level position for aFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamswho is responsible for ... Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily basis. The… 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
- Citizens (Tarrytown, NY)
- …program for the Citizens Private Wealth segment of Citizens Wealth Management, including its registered investment advisor , broker-dealer and trust ... of the regulatory environment, strong leadership skills, and experience working in Wealth Management. At Citizens, we're more than a bank and here you'll… more
- JPMorgan Chase (Riverside, CT)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… 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
- JPMorgan Chase (Riverside, CT)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… more
- Capco, a Wipro Company (New York, NY)
- …opportunities in: Banking, Capital Markets, Finance Risk & Compliance, Insurance and Wealth and Investment Management. Capco's Wealth practice specializes in ... insights into industry and customer dynamics. + Client & Advisor Experience: Transformation of client & advisor ...strategic client engagements and pursuits and building out our Wealth Management practice with a focus on business strategy,… 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 (Paramus, NJ)
- Sr . Relationship Manager - Global Commercial Banking/Non-Bank Financial Institutions Iselin, New Jersey;Paramus, New Jersey **Job Description:** At Bank of America, ... 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
- 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 (New York, 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
- Wells Fargo (New York, NY)
- …outcomes such as increased client acquisition, share of wallet growth and financial advisor recruiting + Demonstrated ability to influence senior leadership and ... **About this role:** Wealth and Investment Management (WIM) Marketing plays a...the growth of our business. We are seeking a Senior Marketing Manager ( Senior Lead Marketing Consultant)… 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