- Citigroup (Greenburgh, 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 (Greenwich, CT)
- …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
- TD Bank (New City, NY)
- …specific details for this role. **Line of Business:** Audit **Job Description:** The Senior Audit Group Manager leads and develops a team of audit professionals and ... a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the...direction of the audit function and provide advice to senior leadership + Ability to forecast initiatives and demand… 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 ... 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 (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 ... 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
- Morgan Stanley (Purchase, NY)
- …to build various reports / dashboards and provide meaningful insights around client, advisor , product and overall market trends to senior management and product ... management and marketing teams to identify and execute on opportunities to increase advisor , client and asset penetration levels across wealth management and… more
- KeyBank (Tarrytown, NY)
- …of the Americas - New York, New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a ... Establish a level of trust and confidence with Family Wealth clients while navigating into the trusted advisor... Wealth clients while navigating into the trusted advisor position Sales * Works closely with the Family… more
- Citigroup (Greenwich, CT)
- … 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
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Morgan Stanley (Purchase, NY)
- … Advisor Retention; Pre-Financial Advisor Departure; and Post Financial Advisor Retention * . Partner directly with Senior Management on departmental ... conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides… more
- Morgan Stanley (Purchase, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... and needs is an important part of our culture. The role is within Wealth Management in the Insured Solutions Products Business supporting products such as Annuities,… more
- Morgan Stanley (Purchase, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... needs is an important part of our culture. The role is within Wealth Management in the Traditional Investments Products Business supporting products such as Mutual… more
- Morgan Stanley (Purchase, NY)
- …market positions in each of its business segments- Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its subsidiaries ... to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management provides a comprehensive array of financial services and… more
- Morgan Stanley (Purchase, NY)
- …market positions in each of its business segments- Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its subsidiaries ... to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management provides a comprehensive array of financial services and… more
- Morgan Stanley (Purchase, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from...risks. Department Profile The role will reside within the Wealth Management (WM) and US Banks Risk Department, which… more