- 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
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- M&T Bank (New York, 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 (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
- 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 ... 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)
- 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 drive a… more
- Citigroup (New York, NY)
- …in the development of all team members.** **Serve as AML Representative to Senior Governance meetings for including the Wealth Product Approval Committee. ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- Bank of America (Paramus, NJ)
- Wealth Management Specialist - NR Paramus, New Jersey **Job Description:** **Business Overview:** Merrill Lynch Wealth Management is a leading provider of ... and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in… 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 ... Private Wealth Relationship Manager New York, New York **Job...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… more
- CIBC (New York, NY)
- …CIBC National Trust Company, NA, an OCC licensed trust company, CIBC Private Wealth Advisors, Inc., an SEC registered investment advisor , and CIBC Delaware ... second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of business by… more
- JPMorgan Chase (New York, NY)
- …roadmaps to support cross-functional change + Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such ... The US Wealth Management **Business Transformation Office (BTO)** is seeking...for a high degree of collaboration across functions including Senior Leadership, Front Office Advisors, Product Specialists, Operations, Technology… more
- Charles Schwab (New York, NY)
- …fit" relationship structure and capabilities available through broader Schwab, including Private Wealth Services, Wealth Advisor Services Family Office and ... and trust specialists, top-priority response times, and a dedicated Senior Banker. The Schwab Private Wealth Services...a dedicated Senior Banker. The Schwab Private Wealth Services team is seeking a highly experienced Director… more
- Deloitte (New York, NY)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... pursuits. 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
- JPMorgan Chase (New York, NY)
- …roadmaps to support cross-functional change + Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such ... Join our dynamic US Wealth Management Business Transformation Office (BTO) in New...for Advisors, Clients, and the overall business. As a Senior Associate in the Business Transformation Team at JP… more
- Morgan Stanley (Purchase, NY)
- …role as advisor to Morgan Stanley's various businesses and its senior management team. Finance is responsible for overseeing the accounting and financial and ... a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including… more
- JPMorgan Chase (New York, NY)
- …You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage all your skills. Our nine-week program kicks off ... expertise. As a Summer Analyst within the Asset and Wealth Management Global Private Bank team, you will be...means joining a collaborative, supportive team. As a future Advisor you'll work with our team of advisors and… more
- JPMorgan Chase (New York, NY)
- …You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage your skills. **Our Team** The Managed Solutions ... sitting within JPM Investment Solutions that provides comprehensive client and advisor coverage of all managed solutions (Separately Managed Accounts, mutual funds,… more
- CH Robinson (New York, NY)
- …independently in direct customer facing activities + Serve as mentor to other "non- senior " members of the team + Other duties or responsibilities as assigned ... valued and respected. Affirmative Action Employer/EOE/M/F/Disabled/Veteran **Benefits** **Your Health, Wealth and Self** Your total wellbeing is the foundation of… more
- Bank of America (New York, NY)
- …process, including client onboarding and resolving escalations + Partners with the Financial Advisor (FA) team and/or Senior Business Managers in developing and ... Senior Relationship Manager New York, New York **Job...This job is responsible for supporting the Merrill Financial Advisor (FA) team to further develop and enhance existing… more
- Citigroup (New York, NY)
- …partner to senior management or key regional management and/or primary advisor to senior business stakeholders, functional partners (eg, IRM, ICRM, Finance), ... regulatory issues, and legislative and rulemaking efforts. + Key strategic partner to senior management and/or primary advisor to senior business… more