- M&T Bank (Hauppauge, NY)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and… more
- Citigroup (Stamford, CT)
- …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) ... Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...at the center of everything we do. As a Senior Wealth Advisor , you will… more
- Citigroup (Huntington, NY)
- …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) ... Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...at the center of everything we do. As a Senior Wealth Advisor , you will… 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 ... of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… 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 ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… 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
- Citizens (Tarrytown, NY)
- …Private Wealth risk and compliance programs for dual-registered Broker-Dealer/Registered Investment Advisor , and RIA serving ultra-high net worth clients, 12 ... has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management...years' Risk and Compliance experience with advanced Broker-Dealer, Registered Investment Advisor , 12 CFR 9 Trust and… more
- JPMorgan Chase (New York, NY)
- …presentations, publications or product-oriented marketing programs. + Work closely with Wealth Management's senior leadership, Investment Specialists, ... Morgan Wealth Management's view, proactively and reactively. + Provide Investment Specialists and CMS personnel with guidance comparing, contrasting and, when… 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 ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Citizens (Tarrytown, NY)
- …Private Wealth risk and compliance programs for dual-registered Broker-Dealer/Registered Investment Advisor , and RIA serving ultra-high net worth clients, 12 ... Banking Risk has an immediate opening for a Private Wealth Risk Director. As the Private Wealth ...years' Risk and Compliance experience with advanced Broker-Dealer, Registered Investment Advisor , 12 CFR 9 Trust and… more
- Bank of America (New York, NY)
- …to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to ... FOR PRIVATE WEALTH MANAGEMENT ONLY. The Private Wealth Relationship Manager supports the Financial Advisor ...one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management… more
- Citigroup (New York, NY)
- Citi Wealth is a unified wealth platform... at Work (WAW). We also have a leading investment solutions platform, which allows us deliver traditional and ... that serves clients across the wealth continuum. The Wealth business serves ultra-high-net-worth individuals and family offices through Citi Private Bank (CPB),… more
- CIBC (New York, NY)
- …licensed trust company, CIBC Private Wealth Advisors, Inc., an SEC registered investment advisor , and CIBC Delaware Trust Company, a limited purpose Delaware ... and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory...Are** + Strong working knowledge of OCC and SEC investment advisor regulations; + 10+ years asset… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... of all team members.** **Serve as AML Representative to Senior Governance meetings for including the Wealth ...to take control of a situation when required; trusted advisor with sound judgment even when operating under pressure… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... Citi Global Wealth brings together the full power of Citi...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Citigroup (New York, NY)
- …executive briefing materials. + Coordinates Annual Investment Planning Requests. + Acts as a senior advisor to the Head of Cyber for Wealth and Legacy ... **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)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...financial needs. As a Vice President on the Chase Wealth Management Business Project Management Team, you will support… more
- JPMorgan Chase (New York, NY)
- …help clients meet their financial goals + Work with a team of bankers, investment specialists, wealth advisors, and lending specialists + Learn about our ... need to succeed - from training and mentorship from senior leaders to projects that engage all your skills....expertise. As a Summer Analyst within the Asset and Wealth Management Global Private Bank team, you will be… more
- JPMorgan Chase (New York, NY)
- **Organization Description** JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management ... the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take… more
- JPMorgan Chase (New York, NY)
- … wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, ... and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Training Program,… more