- M&T Bank (Buffalo, NY)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and… more
- Citigroup (New York, NY)
- …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) ... Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...at the center of everything we do. As a Senior Wealth Advisor , you will… more
- M&T Bank (Hauppauge, NY)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… 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
- Citigroup (New York, NY)
- …directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Team Lead manages a team of...requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This… more
- NTT America, Inc. (New York, NY)
- …inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our ... Services clients: https://us.nttdata.com/en/services/consulting-services/banking-and-financial-services-consulting **How You'll Help Us:** As a Wealth and Asset Management Consulting Senior Manager,… more
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. As a Senior Wealth Planner, you will work closely with high and ultra-high net worth ... Banking teams to provide outstanding client service. As our Senior Wealth Planneryou will: + Commitment to... Planner is a known expert in the professional advisor community, with a strong professional network and deep… more
- Capco, a Wipro Company (New York, NY)
- …opportunities in: Banking, Capital Markets, Finance Risk & Compliance, Insurance and Wealth and Investment Management. Capco's Wealth practice specializes ... helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as...insights into industry and customer dynamics. + Client & Advisor Experience: Transformation of client & advisor … more
- Deloitte (New York, NY)
- …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 ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- KeyBank (New York, NY)
- …New York, New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families ... and coordinates the activities of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... Citi Global Wealth brings together the full power of Citi...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- JPMorgan Chase (New York, NY)
- **Intro** JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides ... spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families...realize their goals. **Role Summary** The Head of Private Wealth Alternatives Client Service Team is a senior… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Specialty Asset Advisor to join the Specialty Asset Management organization within Wealth & ... real estate asset management for a large region of Wells Fargo Wealth and Investment Management + Capture sizable new specialty assets (real estate, oil, gas… more
- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- KeyBank (New York, NY)
- …the Americas - New York, New York 10019 **ABOUT THE JOB:** The senior banker will source, pitch and execute transactions in Financial Services industry. Individuals ... the origination, execution and closing of M&A transactions. + Establish Trusted Advisor relationship with important corporate and private equity clients to drive… more
- Citigroup (New York, NY)
- …responsibility for volume, quality, timeliness and delivery of end results of the wealth management team, including banking and investment products, the sales ... The Senior Client Service Manager accomplishes results through the...investment servicing. Identifies training needs and assists the Wealth Academy in creating job aids for service managers… more
- Wells Fargo (New York, NY)
- …this role:** The **Client Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and ... prioritization of the Advisor Desktop experience and Advisor tools to... channels. The team drives close collaboration across all Wealth & Investment Management product vertical to… more
- Scotiabank (New York, NY)
- …and initiatives. The Senior Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep the ... Senior Manager, GBM Audit COO Office - Reporting...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment… more
- Scotiabank (New York, NY)
- …review of audits. The Senior Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep the ... Senior Manager, Data Scientist **Requisition ID:** 224939 **Salary...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment… 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