- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Expanding...as is a commitment to the company's culture of client service , retention, and growth. The role offers ... the Role The Company is in search of a Senior Wealth Advisor to become a key...service and to foster the growth of the client base over time. The ideal candidate will have… more
- Unknown (Long Island City, NY)
- Senior Vice President, Wealth Management Advisory About the Company Premier financial services firm specializing in investment management & private wealth ... Held About the Role The Company is in search of an accomplished SVP, Wealth Management Advisor to join their team. The successful candidate will be responsible for… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Respected wealth advisory firm Industry Financial Services Type Privately Held About the Role The Company is seeking ... a Senior Wealth Advisor to join their dynamic...practice, taking a collaborative approach to business development and client service , and will have the opportunity… more
- Neuberger Berman (New York, NY)
- …Private Wealth Management (PWM) **Reports to:** Head of Private Wealth Client Administration & Infrastructure **Position Overview** We are seeking ... the Business Control & Governance function within our Private Wealth business who will be responsible for overseeing the...requirements and business objectives, while maintaining a focus on client service excellence. As a member of… more
- Unknown (New York, NY)
- …or related fields, with a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP(R) certification or coursework completion ... Associate Vice President and Wealth Advisor About the Company Premier investment advisor...and want to grow their careers within a sophisticated, client -first advisory platform. The successful candidates will work alongside… more
- Capco, a Wipro Company (New York, NY)
- …Marketing Services is a maturing Capco practice committed to solving our client 's most difficult challenges related to digital and marketing strategy, operations, ... Capco's strategy teams and core delivery domains, including Banking and Payments, Wealth and Asset Management, Insurance, and Capital Markets to define, design, and… more
- M&T Bank (Paramus, NJ)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Citigroup (Ridgewood, NJ)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their...competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team… more
- Citigroup (Jersey City, NJ)
- …taking active part in the implementation process. + Manage all aspects of client service , including planning, prioritizing and organizing projects. + Develop ... The Citi Wealth Business provides services for clients in Private...as well as our Citi Gold and Citi Private Client business (net worth of ~$200k - $1mm). The… more
- Wells Fargo (Paramus, NJ)
- …It all begins with you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn ... supporting multiple people and balancing multiple priorities + Assist in providing service to Private Banking client relationships + Interact with clients… more
- JPMorgan Chase (New York, NY)
- …ability to manage complex assignments and multiple searches while delivering exceptional client service . + Excellent relationship management skills with both ... experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in...and confidential project work. The ability to foster strong client relationships with senior managers and candidates… more
- Deloitte (New York, NY)
- …do As a Deloitte Consulting Retirement & Wealth Provider Solutions Senior Consultant, you will help Retirement Service Providers gain competitive advantages ... Retirement and Wealth Provider Solutions Senior Consultant Our...in the areas of business strategy, sales and marketing, client service , product development, technology, and business… more
- Bank of America (New York, NY)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration… more
- City National Bank (New York, NY)
- …* Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a client 's current financial situation, identify appropriate planning ... Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues… more
- JPMorgan Chase (New York, NY)
- …unparalleled career growth and the chance to work with industry leaders in wealth management. Develop your skills in client engagement and business generation ... attention supports our clients' unique goals and helps build, preserve, and manage their wealth over time. No client has identical goals, so understanding their… more
- JPMorgan Chase (New York, NY)
- …design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies + Manage or facilitate ... projects. These projects are typically team-based and involve close collaboration with senior executives. Your primary focus will be on the $3.0 Trillion Assets… more
- Citigroup (New York, NY)
- …trust referrals. + Collaborate skill set focusing on positive outcomes for client -facing roles (Bankers, Wealth Planners, Advisors). + Support Advisors, Bankers, ... driving a consistent, sustainable and growth-driven trust referral platform across Wealth . The Trust Services Referral Program is a revenue-generating program… more
- JPMorgan Chase (New York, NY)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial… more
- Citigroup (New York, NY)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... regions. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the… more
