- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:**… more
- Citigroup (New York, NY)
- … 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...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… 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
- Bank of America (Southampton, NY)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Wealth Management Specialist - NR Southampton, New York...Relationship Manager** role is a position on the Financial Advisor Team which operates in a capacity to further… more
- Bank of America (New York, NY)
- Global Financial Crimes Executive - Global Wealth and Investment Management Front Lines New York, New York;Charlotte, North Carolina; Pennington, New Jersey **Job ... us! The Global Financial Crime ("GFC") Executive - Global Wealth and Investment Management "GWIM" contributes to the direction...guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR")… more
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking a Profit Formula Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo ... . **In this role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service, and operational related activities such as providing service to… more
- KPMG (New York, NY)
- **Business Title:** Manager/ Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 68 **Function:** Tax Services **Area of Interest:** ... for as a firm KPMG is currently seeking a Manager/ Senior Manager to join our International Tax (https://tax.kpmg.us/services/international-tax.html) practice.… more
- Bank of America (New York, NY)
- Business Banking Relationship Manager/ Senior Relationship Manager - New York, New York New York, New York **Job Description:** At Bank of America, we are guided by a ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Bank of America (New York, NY)
- …the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to… more
- Citigroup (New York, NY)
- Citibank, NA seeks a Banker, Safe Act for its New York, New York location. Duties: Build and maintain a book of ultra-high net worth clients. Serve as a trusted ... advisor to clients who frequently seek strategic advice regarding...an in-depth understanding of clients' businesses and sources of wealth generation. Analyze products and services to match with… more
- Bank of America (New York, NY)
- …this capacity the MTD will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market ... MTD will provide mentorship and guidance to Trust Officers and Trust Senior Associates. Key Responsibilities + Engage in high level fiduciary oversight, proactively… more
- Bank of America (New York, NY)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT...+ Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to… more
- Neuberger Berman (New York, NY)
- …strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving ... The role will require regular board, client, committee and senior leadership engagement and at times will be required...+ Serve as a guiding hand, leader and trusted advisor to business partners while helping to resolve operational… more
- Broadridge Financial Solutions (Albany, NY)
- …in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver.../ Requirements + 3-5 years working experience as a Senior Business Analyst + Excellent interpersonal skills and experience… more