- Citigroup, Inc. (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) Organize client events to… more
- Oliver James (New York, NY)
- We are partnering with a fast-growing, advisor -first RIA that offers equity, high-end support, and career development for ambitious advisors who are ready to break ... support, infrastructure, or client experience. Our client is a respected independent wealth management firm built to serve the evolving needs of high-net-worth and… more
- BNY Mellon (New York, NY)
- …originating new business opportunities. Deliver Solutions-Oriented Value: Act as a trusted advisor to senior client stakeholders, aligning the firm's investment ... seeking a future team member for the role of Senior Vice President - Strategic Accounts. This role is...RIAs, private banks), with deep knowledge of the US wealth and asset management landscape, investment strategies, and capital… more
- Nonprofit Finance Fund (New York, NY)
- …maturity in building trusted partnerships across all levels, serving as a credible advisor to senior leadership Navigates complex, ambiguous environments with an ... financial consulting, and advocacy, so they advance community health, wealth and well-being. You can learn more about our...total rewards. This role will serve as a trusted advisor to the CEO, COO, and Executive Team on… 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 ... 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
- Truist (New York, NY)
- …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
- 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
- M&T Bank (New York, NY)
- …other related duties as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business ... Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and… 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
- JPMorgan Chase (New York, NY)
- …detailed operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client ... detailed operating models for business changes + Demonstrate understanding of client and advisor wealth management processes (front and back office) + Work… more
- Guardian Life (Holmdel, NJ)
- …**You will** + Manage all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams to deliver seamless and world ... Guardian life is seeking an Advisor Transitions Specialist who will be a critical...and external partners, including financial professionals, general agents, and senior management + Excellent with time management and have… 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
- HSBC (New York, NY)
- …our investors, our communities and the planet we all share. The Engagement Advisor supports International, Wealth and Premier Banking and Private Banking shaping ... a lasting impact across the organization. As our Engagement Advisor , you can expect to play a dynamic and...engagement, support our culture strategy, and promote an international, wealth and international mindset + You will uphold HSBC… 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
- 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
- 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 (New York, 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
- City National Bank (New York, NY)
- …new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the ... succession planning. *WHAT WILL YOU DO?* * Work with Sr . Wealth Strategist and Wealth ...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… 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
- Bank of America (New York, NY)
- Sr . Relationship Manager -Global Commercial Bank - Middle Market - Technology Group New York, New York;Iselin, New Jersey **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Sr -Relationship-Manager--Global-Commercial-Bank Middle-Market Technology-Group\_25030928) **Job Description:** At Bank of America,… more
