- 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 (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 ... 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)
- …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)
- …acquisition and selling strategies, as well as collection management services. The Art Advisor Sr. Lead is a strategic professional who closely follows the latest ... required to negotiate internally and externally, often at a senior level. Developed communication and diplomacy skills are required...in Art History + Expertise and responsibility equivalent to senior specialist at auction house or Senior … 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
- 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
- Deloitte (Stamford, CT)
- …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 ... 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
- KeyBank (Tarrytown, 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 ... Establish a level of trust and confidence with Family Wealth clients while navigating into the trusted advisor... Wealth clients while navigating into the trusted advisor position **Sales** + Works closely with the Family… more
- JPMorgan Chase (New York, NY)
- …client service to our investors. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team to support client acquisition and ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private...the client service team you will act as a senior leader responsible for overseeing and enhancing the client… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- JPMorgan Chase (New York, NY)
- …shaping advisor development and driving meaningful change. Collaborate with senior management to deliver solutions that empower advisors to strengthen client ... As part of the highly visible Advisor Growth Program team, you'll play a pivotal...minimum of 10+ years broad business experience, in the wealth management industry. + Proven leadership experience and ability… more
- Citigroup (Greenwich, CT)
- …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… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of...function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability,… more
- Broadridge Financial Solutions (New York, NY)
- …Sales Representative. In this position you will report to the VP, Head of Wealth Product Sales. We are looking for a high energy, driven sales professional whose ... needs. At Broadridge you will work with the largest Wealth Organizations in the US and abroad introducing them...in the US and abroad introducing them to our Advisor Solutions team. Our existing clients and relationships continuously… more
- Citigroup (New York, NY)
- The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter and ... that arise as a result. Acts as sounding board and provides guidance to Wealth Academy to provide relevant process and technical knowledge as well as servicing best… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… more
- TD Bank (New York, NY)
- …team of enthusiastic colleagues dedicated to setting new industry standards. US Wealth Compliance acts as an independent regulatory compliance and conduct risk ... to ensure regulatory compliance. + Ensure compliance for the Digital Advisor platform, ensuring regulatory adherence and integration with core business functions.… more
- Wells Fargo (Purchase, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... business at wellsfargojobs.com. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as providing… 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 banking,… more
- WTW (New York, NY)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... large client engagements and serving as a strategic advisor to clients in your areas of subject matter...solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align… more