- 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 ... segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:**… more
- Citigroup (Stamford, CT)
- … 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...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… 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 (Stamford, CT)
- Senior Auditor Charlotte, North Carolina;Stamford, Connecticut; East Hartford, Connecticut; Dallas, Texas; Pennington, New Jersey; Providence, Rhode Island; ... business impact and recommending severity ratings under the supervision of senior team members. **Responsibilities:** Responsible for evaluating the design and… more
- KPMG (Stamford, CT)
- **Business Title:** Manager/ Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 20 **Function:** Tax Services **Area of Interest:** ... for as a firm KPMG is currently seeking a Manager/ Senior Manager to join our International Tax (https://tax.kpmg.us/services/international-tax.html) practice.… more
- Bank of America (Stamford, CT)
- …the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to… more
- Bank of America (White Plains, NY)
- …this capacity the MTD will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market ... MTD will provide mentorship and guidance to Trust Officers and Trust Senior Associates. Key Responsibilities + Engage in high level fiduciary oversight, proactively… more