- Deloitte (Morristown, NJ)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our ... Private Wealth Tax practice, you will perform...specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business… more
- Deloitte (Morristown, NJ)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our ... Private Wealth Tax practice, you will perform...specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business… more
- Citizens (New York, NY)
- Description As the Growth Strategist for Private Bank/ Private Wealth , your primary responsibilities are to nurture and build brand equity for Citizens ... + Strong ability to think strategically and creatively + Private Bank/ Private Wealth marketing experience...Work Schedule: M-F 8-5 In NY San Francisco CA Office 3 days 2 days remote #LI-Citizens1 The salary… more
- KeyBank (New York, NY)
- …the Americas - New York, New York 10019 KeyBank is seeking a strategic and dynamic Wealth Management, Family Wealth Senior Analyst. This role will be pivotal ... and delivering high "mission value added" projects for the Family Wealth business. **Essential Job Functions** +...equivalent work experience + Experience in financial services / wealth management / private banking preferred +… more
- Citigroup (New York, NY)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Citigroup (New York, NY)
- …requires directing a cross-functional team including, but not limited to, the Citi Global Wealth business (eg, Citi Private Bank, Citigold, Citigold Private ... The individual in this Citi Wealth role will work as a senior leader...skills are essential + Should have proficiency in Microsoft Office - particularly Excel (metrics and data analysis), PowerPoint… more
- Citigroup (New York, NY)
- …across the different client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. ... of new products to the end-to-end customer experience. + **Strong knowledge of wealth management front office and operations preferred.** + **Ideal candidate… more
- Citigroup (New York, NY)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Citigroup (New York, NY)
- …applications & pipeline reporting systems **Education:** + Bachelor's/University degree **Job Family Group:** Private Client Product Services **Job Family ... Management Sales Specialist, you will work closely with the Wealth at Work banking teams within designated coverage area...solutions. This individual will be closely engaged with the Wealth at Work banking teams, as well as directly… more
- Citigroup (New York, NY)
- …(RFP) Writer works with the Head of RFPs to service the needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private ... Suite - Word, PowerPoint, Excel and Outlook (intermediate/advanced skills); Qvidian **Job Family Group:** Private Client Product Services **Job Family :**… more
- Citigroup (New York, NY)
- …and procedures. **Education** : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money… more
- Citizens (Fort Lee, NJ)
- …along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create the Citizens Private Client team. ... clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and...to live the lifestyle they dream of, protect their family for life's 'what-ifs' and prepare them to leave… more
- Bank of America (New York, NY)
- …recently earned us the 2024 Family Wealth Report Best Family Office Solutions and the Global Private Banking Innovation Awards Best Family ... management, private banking and retail brokerage. The Private Bank's Family Office ("PBFO")provides...and solutions **FO Strategist Qualifications:** . 7+ years of Family Office or Wealth Management… more
- Citigroup (New York, NY)
- …business development and revenue growth + Understanding of wealth planning and private banking services **Job Family Group:** Private Client Product ... Lead Citi Private Bank's global Art Advisory business, established in...Advisory business is a regulated fiduciary, subject to OCC ( Office of the Comptroller of the Currency) Regulation 9… more
- Citigroup (New York, NY)
- …Ability to demystify complex concepts and make them digestible to the UHNW and family office Private Bank client base + Excellent analytical, interpersonal, ... + Increase connectivity and engagement between Markets and Citi Wealth clients within Citi Private Bank, ...**Qualifications:** + 15+ years' experience with financial markets and/or family office and/or UHNW client segments +… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Manager, GBM Data Governance Office **Requisition ID:** 217855 **Salary Range:** 90,000.00 -...benefit programs are designed to help support your unique family , financial, physical, mental, and social health needs. Location(s):… more
- Citigroup (New York, NY)
- …Backed Lending, Cards Loan, Structured Finance etc and key client segments, Citi Private Bank, Wealth at Work and Citigold.** + Responsible for consolidation ... strategic multi-year forecasts, and annual budgets + Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint...role will be to support the **Balance Sheet Loans Wealth Financial Planning and Analysis (FP&A)** team with the… more
- Citigroup (New York, NY)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Assistant - Internal Controls, US Business Transformation, and US Data Office **Requisition ID:** 219570 **Salary Range:** 61,200.00 - 101,800.00 _Please note… more
- Citigroup (New York, NY)
- …with Bloomberg, Microsoft Office suite (Excel & Powerpoint), and VBA. **Job Family Group:** Private Client Product Services **Job Family :** Investment ... Investment Solutions for the Americas, which serves Citi Global Wealth (CGW) Private Bankers, Investment Counsellors, Financial...credit derivative transactions on behalf of the retail and family office client sector. + Understand and… more