- Citigroup (New York, NY)
- …Citi Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for ... (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors....experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad… more
- Citigroup (New York, NY)
- …in audit, control, compliance or regulatory management in the banking or wealth management industry. + Previous experience of interacting and working with ... experience + Professional ability and presence to interact with senior management and regulators + Ability to...strength in sustaining independent views. + Strong presentation and relationship management skills are essential + Should… more
- Citigroup (New York, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- JPMorgan Chase (New York, NY)
- …and maintenance of Life Insurance products across the lines of businesses (LoBs) within Wealth Management at JPMorganChase; Chase Wealth Management , ... product management + Work closely with carrier relationship management team to establish and maintain...and expert insights for our clients across the entire wealth spectrum by supporting the ongoing review of product… more
- Citigroup (New York, NY)
- …an elevated financial relationship with a higher level of service and wealth management . Citi Private Bank is dedicated to serving the world's wealthiest ... making a positive impact on the communities we serve. Wealth brings together the full power of Citi to...management skills + Ability to partner directly with senior business stakeholders or clients, and "speak their language"… more
- JPMorgan Chase (New York, NY)
- …business. It also includes skills development sessions in markets, sales, and client relationship management . You'll gain exposure to every facet of wealth ... the summer, you will learn the fundamentals of the wealth management business by partnering with a...growth and maximize your experience through training classes, our senior speaker series, market discussions and networking opportunities. See… more
- Truist (New York, NY)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... + 8 or more years of sales and client management experience in Wealth Management ...+ Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the… more
- JPMorgan Chase (New York, NY)
- …ReEntry Overview page for further information regarding the Program. JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader ... in investment and wealth management . Its clients include institutions, high-net-worth...financial markets + Demonstrated aptitude for sales and client relationship management + Superior multi-tasking; strong organizational… more
- Citigroup (New York, NY)
- …other business units at Citi working closely with key stakeholder inside and outside Wealth . + Responsible for business management and planning for the ICE ... contact within the ICE organization for any cross functional Wealth or Citi-wide programs (eg, expense management ...and manage strong relationships with a diverse group of senior stakeholders across Internal Wealth and various… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... a regular basis to the Chief Risk Officer and senior management . CRM also interacts with business...Morgan Stanley is seeking a candidate to join the Wealth Management Credit Analytics team to lead… more
- US Bank (New York, NY)
- …of FINRA and SEC rules and regulations + Expertise in executive management , wealth management , sales & relationship management , people management ... at-all from Day One. **Job Description** The President, Affluent Wealth Management /USBI & USBA CEO is responsible...growth and service delivery + Building strong partnerships with senior leaders across the enterprise + Delivering an excellent… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Citigroup (New York, NY)
- …of work file and/or other trackers maintained by this individual to assist senior management decision making and execution. + Research week-over-week gaps and ... The Wealth Client Segments Control Testing Utility is responsible...communication, written and presentation skills. + Strong people and relationship management skills with the ability to… more
- Deloitte (Morristown, NJ)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Deloitte works with clients to address a… more
- Citigroup (New York, NY)
- …is to ensure corporate strategy execution on a regional level. + Visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and ... The Wealth Group Executive is accountable for management...within the Retail Bank. + Direct contact for CPWM Senior Management for market results and regular… more
- Publicis Groupe (New York, NY)
- …preferred * 5+ years in financial services industry preferred. * Experience in asset/ wealth management Set Yourself Apart With: * Certified SAFe Product ... client in maintaining competitive advantage * Build and maintain a trusting relationship with the client, teams, and vendors; develop influence without authority *… more
- WTW (New York, NY)
- …the solution, and to adapt the solution to reflect geographical nuances. **Lead Relationship Management (20%)** + Annual growth in LRM client portfolio + ... 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
- City National Bank (Jersey City, NJ)
- …of testing performed, and effectively communicate audit results to the Audit Senior Manager/Director and senior management in meetings, presentations, ... *MANAGER OF AUDIT II- WEALTH * WHAT IS THE OPPORTUNITY? The Audit Manager...synthesizes results of testing performed, effectively communicates results to senior management to affect change, and delivers… more
- JPMorgan Chase (Iselin, NJ)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new opportunities ... Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- Bank of America (New York, NY)
- …leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the ... with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management… more