- Citigroup, Inc. (Paramus, NJ)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- NFP (New York, NY)
- …on what is most important to each client. Wealthspire Advisors acts as a wealth manager , investment Advisor , consultant, and constant partner in helping ... Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading, and capital markets assumptions (among… more
- KeyBank (Tarrytown, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... primary client advisor developing and implementing strategies based on the client's...financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's… more
- Pontera (New York, NY)
- …That's where you come in. DESCRIPTION We're looking for a strategic and hands-on Senior Product Marketing Manager to define and lead the go-to-market (GTM) ... part of a personalized strategy by their trusted financial advisor . Pontera is used by financial advisors across the...deeply understanding the needs of key stakeholders in the wealth management tech ecosystem- including other wealth … more
- Goldman Sachs, Inc. (West Palm Beach, FL)
- Job Description Job Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, ... Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership… more
- National Financial Partners (Albany, NY)
- …learn more, please visit: https://www.NFP.com . Job Summary: The Commercial Lines, Sr . Account Manager is responsible for working with Advisors/Client Executives ... individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first… more
- Equitable (Charlotte, NC)
- …an organization that will help unlock your potential? The key objectives of the Senior Relationship Manager on the Advisory and Investment Consulting Team are to ... or email us at ###@equitable.com . Community / Marketing Title: Senior Relationship Manager , Advisory and Investment Consulting Location_formattedLocationLong:… more
- National Financial Partners (Warrington, PA)
- …individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first ... To learn more, please visit: https://www.NFP.com. Job Summary: The Account Manager is responsible for working with Advisors/Client Executives and Account Executives… more
- Altruist (San Francisco, CA)
- …is in the midst of an exceptional growth phase and we're excited to hire a Senior Product Manager to lead the evolution of our Billing product. This role will ... of wealth management operations, portfolio management systems (PMS), or advisor platforms San Francisco, CA salary range $170,000-$226,000 USD What we bring… more
- PNC Financial Services Group, Inc. (Pittsburgh, PA)
- …have or be willing to development Wealth Management expertise. As a Product Manager Senior within PNC Investments, you may be based in a remote location. ... is looking for a strategic and results driven Product Manager to lead the development and execution of our... to lead the development and execution of our Wealth Banking products to support our Retail affluent client… more
- First Horizon (Greensboro, NC)
- …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 and ... is an excellent opportunity not only for current Private Bankers and Private Wealth Advisors, but also for Business Bankers and Commercial Bankers who are exploring… more
- United Bank (Charlotte, NC)
- Job Description JOB SUMMARY: The Sales Manager will be responsible for recruiting, training, development and supervision of the United Brokerage Services, Inc. ... Financial Advisors. The Sales Manager is directly accountable for the attainment of recruiting...on sales appointments for observation and coaching *Drive Financial Advisor adoption of key division initiatives such as Envision… more
- First Horizon (New Orleans, LA)
- Location : This position will provide a Senior Level of Relationship Banking coverage for the Greater New Orleans, Louisiana Metropolitan market. SUMMARY The ... Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to...to bank partners, including but not limited to mortgage, wealth , private client, and business banking. *Proactive Client Outreach:… more
- The Hartford Financial Services Group, Inc. (Hartford, CT)
- …leader for the Financial Services category. As Director, Financial Services Category Manager , you will oversee sourcing for all vendors and projects within this ... identify gaps and opportunities for optimization. Act as a trusted advisor to business leaders, aligning third-party contracts, vendor consolidation, and contract… more
- National Financial Partners (Albany, NY)
- …individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first ... approach. To learn more, please visit: https://www.NFP.com. Summary: The Account Manager II is responsible for working with Advisors/Client Executives and Account… more
- Charles Schwab (Bellevue, WA)
- …the selected candidate for this role to work on site in the specified location.** As a Sr . Manager , Wealth Advisor within Schwab Wealth Advisory ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- Charles Schwab (San Diego, CA)
- …products to meet income generation, risk mitigation, and liquidity needs. As a Sr . Manager , Sr . Wealth Advisor , you will work with clients to build a ... in your growth, and values your contributions, consider a career as a Sr . Manager , Sr . Wealth Advisor . Sr . Manager , Sr . Wealth … more
- Umpqua Bank (Walnut Creek, CA)
- Senior Wealth Advisor ...executive, financial advisor , certified financial planner, investment advisor Representative, or wealth manager . ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- Truist (Philadelphia, PA)
- …not mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our… more
- Bank of America (San Antonio, TX)
- … MANAGEMENT ONLY.This **Elite Growth Practice (EGP) Private Wealth Relationship Manager ** supports the Financial Advisor team to further develop and enhance ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
