- JPMorgan Chase (New York, NY)
- …Insurance Specialist will provide support to advisors across JP Morgan Private Bank on utilizing life insurance solutions to meet client investment ... client experience. The candidate will be familiar with the life insurance and retirement industry, and can...clients across the entire wealth spectrum. It includes the Private Bank , JP Morgan Securities, and Chase… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (New York, NY)
- …the overall performance and effectiveness of the sub-function/job family. **Responsibilities:** + The Private Bank at Citi (CPB) is part of the Institutional ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- US Bank (Greenwich, CT)
- At US Bank , we're on a journey to do our...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability ... all of us to bring our shared ambition to life , and each person is unique in their potential....is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability ... all of us to bring our shared ambition to life , and each person is unique in their potential....is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities… more
- TD Bank (New York, NY)
- …goals) required + Valid Series 7, 63 + 65 or 66 + Valid and active Life & Health insurance licenses + Certified Financial Planner (CFP), preferred + Strong ... more specific details for this role. **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch...of the portfolio, while ensuring minimum credit risk for Bank funds. **Depth & Scope:** + Demonstrates a commitment… more
- Citigroup (Greenwich, CT)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- US Bank (Greenwich, CT)
- …skills and discover what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their ... At US Bank , we're on a journey to do our...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- Citigroup (New York, NY)
- …and Analysis team in support of the Wealth business which is comprised of the Private Bank , Wealth at Work and Citigold segments, spanning the entire continuum ... to family offices. **Responsibilities:** + Lead the FP&A Planning team supporting the Private Bank and Wealth at Work. Activities include Actuals, Outlook, CCAR,… more
- Citigroup (New York, NY)
- …+ Ensure compliance with all legal and regulatory policies and requirements of the Citi Private Bank . + Resolve client inquiries and issues on a timely basis and ... accurately as possible through effective and efficient use of Private Bank resources. + Domestic travel when...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- M&T Bank (New York, NY)
- …+ Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life /disability insurance + Generous paid time off (PTO) plus 11 paid holidays ... Borrowing Base Facilities + Liaise with auditors, underwriters, CLO managers, investors, private debt managers and various other parties involved + Exposure across… more
- M&T Bank (New York, NY)
- …+ Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life /disability insurance + Generous paid time off (PTO) plus 11 paid holidays ... of underlying loan characteristics + Liaising with auditors, underwriters, CLO managers, private debt managers, and other parties involved + Assisting with global… more
- Citigroup (New York, NY)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... **Citi Commercial Bank - Institutional Credit Management Counterparty Credit Risk...that manage traditional real money funds, hedge funds, and private equity funds. . The position reports to the… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability ... all of us to bring our shared ambition to life , and each person is unique in their potential....is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities… more
- Mizuho Corporate Bank (New York, NY)
- …of global capabilities + Draft client pitches and marketing materials including M&A, public/ private debt & equity capital markets, syndicated bank financing, and ... Mizuho America's Banking Division is a premier investment and corporate bank dedicated to delivering innovative lending, capital markets and advisory solutions to… more
- City National Bank (New York, NY)
- …administer other testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, ... Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank colleagues. + Oversee annual administrative review of Trust accounts.… more
- CIBC (New York, NY)
- …to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance , Disability, and Other Insurance Plans, Paid Time ... We're building a relationship-oriented bank for the modern world. We need talented,...please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Regional Manager, East Region, will be responsible… more
- Neuberger Berman (New York, NY)
- …We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and other benefits to eligible ... **Summary:** The Associate General Counsel - Private Wealth will play an integral role within...and advising on and testing technology initiatives. + Provide bank regulatory level advice to Neuberger Berman's trust company… more
- Federal Reserve Bank (New York, NY)
- **Company** Federal Reserve Bank of New York Working at the Federal Reserve Bank of New York positions you at the center of the financial world with a unique ... and vitality of our economic and financial systems. The Bank believes in work flexibility to balance the demands...work flexibility to balance the demands of work and life while also connecting and collaborating with our colleagues… more