- Citigroup (Huntington, NY)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- Citizens (Tarrytown, NY)
- …impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer . This newly created role is responsible ... Officer for a portfolio of regulations related to investments/ wealth management/trust activities within Citizens Private Wealth . Providing compliance… more
- Citigroup (Greenburgh, NY)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview This position is responsible for assisting the Chief Investment Officer (CIO) in developing and implementing investment strategies for Tompkins Financial ... to ensure proper investment documentation. + Provide supervision to portfolio managers, wealth advisors and trust officers. + Assist Trust Department manager(s) by… more