- Citigroup, Inc. (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 ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- Citigroup, Inc. (New York, NY)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client's life and business which have… more
- EY (New York, NY)
- …institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. ... researching current market trends, to maintain your credibility as a trusted advisor Developing clear, intelligent plans and approaches to improve our clients' tax… more
- Tephra (New York, NY)
- …*Integrate consulting skills to OUR CLIENT' sales and delivery *Act as trusted advisor to the client and consulting partner of choice internally *Build domain ... domain areas including: *Corporate Banking *Private Banking *Consumer Banking * Wealth Management *Lending *Transaction Services (Securities, Trade, Cash, Item… more
- National Financial Partners (Plainview, NY)
- …individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first ... learn more, please visit: https://www.NFP.com. Job Summary: The Commercial Lines Senior Account Manager is responsible for working with Advisors/Client Executives… more
- Vialto Partners (New York, NY)
- …Key Responsibilities Client Delivery & Technical Oversight Serve as lead tax advisor for a portfolio of HNWI clients with international exposure. Deliver customized ... standards on client work. Team Leadership & Development Supervise and mentor senior managers and other staff across locations. Support the firm's training,… more
- Citigroup (Huntington, NY)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- M&T Bank (Fairfield, CT)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Truist (Greenwich, CT)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... 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
- City National Bank (New York, NY)
- … ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's...WILL YOU DO? * Business Development serves as the wealth mgmt. point of contact for Personal & Business… more
- Truist (Greenwich, CT)
- …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
- 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
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... Enterprise sales in the US. + Work closely with senior sales management team to generate prospect client leads,...experience in selling complex enterprise SaaS + Knowledge of wealth platforms (home office and advisor facing… more
- Capco, a Wipro Company (New York, NY)
- …passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to ... transform the way wealth and asset managers service their clients. As technology...insights into industry and customer dynamics. + Client & Advisor Experience: Transformation of client & advisor … more
- Deloitte (Jericho, NY)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo Wealth and Investment Management is seeking a Senior Product Manager to join the Advisor Gateway Product Team. This role is ... military experience, education **Desired Qualifications:** + Experience in financial services, wealth management, or advisor platforms. + Strong understanding of… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is… more
- Citigroup (New York, NY)
- …**Job Description** The Citi's Wealth Strategy team serves as a trusted advisor to senior leadership to address high-impact strategic issues across Citi ... families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms… more
- JPMorgan Chase (New York, NY)
- …visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels (CWM and JPMA), Consumer ... The JP Morgan Wealth Management (USWM) business is focused on helping...deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives **Required… more
- JPMorgan Chase (New York, NY)
- The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our ... and enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and … more
