- Charles Schwab (New York, NY)
- …solving, helping us "challenge the status quo" and transform the finance industry together._ As a Sr . Manager , Wealth Advisor within Schwab Wealth ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… 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 ... skills are required to negotiate internally and externally, often at a senior level. Developed communication and diplomacy skills are required to guide and… more
- Citigroup (Paramus, NJ)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- NTT America, Inc. (New York, NY)
- …apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our team in New York City, New York (US-NY), ... As a Wealth and Asset Management Consulting Senior Manager , your role is pivotal in...between our firm and our clients. As a trusted advisor , you will not only help clients navigate complex… more
- Citigroup (Bronxville, NY)
- … management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. ... Citi Global Wealth brings together the full power of Citi...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.)… more
- KeyBank (Tarrytown, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... primary client advisor developing and implementing strategies based on the client's...financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's… 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 ... activities of the service team including the Investment Consultant, Portfolio Manager , Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and… more
- Citigroup (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 ... where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.) + Organize… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... is a producing- manager role that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of investment counselors,… more
- Robert Half Finance & Accounting (New York, NY)
- …at the SEC, an asset manager , compliance consultancy firm or investment advisor / wealth manager . The candidate must have Compliance Testing experience ... midtown Manhattan office. Reporting to the Head of Core Compliance/ Senior Counsel, the role covers the whole compliance program...asset manager , compliance consultancy firm or investment advisor / wealth manager + Compliance Testing… more
- TD Bank (New York, NY)
- …Conduct monitoring and testing in the area specified as required. **Job Summary:** The Senior Manager , Compliance Business Oversight manages and leads a team of ... team of enthusiastic colleagues dedicated to setting new industry standards. US Wealth Compliance acts as an independent regulatory compliance and conduct risk… more
- Scotiabank (New York, NY)
- …status and examination results, and departmental performance and initiatives. The Senior Manager is a dynamic, innovative, and trusted advisor who uses data ... Senior Manager , GBM Audit COO Office...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,… more
- Scotiabank (New York, NY)
- …and regulatory guidelines to the performance and review of audits. The Senior Manager is a dynamic, innovative, and trusted advisor who uses data to deliver ... Senior Manager , Data Scientist **Requisition ID:**...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,… more
- Bank of America (Wayne, NJ)
- …Market Client Relationship Manager Wayne, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support… more
- Wells Fargo (New York, NY)
- …aimed at improving the overall competitiveness of our platform. The Channel Execution Manager ( Sr . Lead Business Execution Consultant) will report to the ... (FiNet), the independent broker dealer arm of Wells Fargo Wealth and Investment Management (WIM), is seeking a Channel...role, you will:** + Act as a Business Execution advisor to leadership to drive performance and initiatives, and… more
- S&P Global (New York, NY)
- …the S&P Global and Market Intelligence communications teams as a key communications advisor with senior stakeholders in the US **The Impact:** You will: ... the Role:** **Grade Level (for internal use):** 11 **The Team:** The Communications Manager for Americas, S&P Global Market Intelligence, will play a vital role in… more
- CIBC (New York, NY)
- …CIBC US provides tailored commercial and commercial real estate banking, private wealth management, personal and small business financial solutions, as well as ... to serve clients coast to coast. To be the best-in-class, commercial and wealth management financial institution in the United States with seamless connectivity to… more
- S&P Global (New York, NY)
- …six Business Portfolio Managers who support more than 60 Commercial Managers, five senior directors, and nine team lead. The team collaborates closely with various ... direct reports. + Be a trusted partner and strategic advisor to the commercial team to help enhance our...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- T. Rowe Price (New York, NY)
- …in assets under management globally (as of March 31, 2025). The Wealth Management distribution group strives to build strong long-term relationships through ... of Oak Hill Advisors (OHA), a leading alternative credit manager accelerating T. Rowe Price's expansion into alternative markets,...producing advisors within each sales region. + Work with senior leadership across T. Rowe Price and Oak Hill… more