- 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 ... 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 (Norwalk, CT)
- …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 (Stamford, CT)
- …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) + Experience… more
- Citigroup (New York, NY)
- Citi Wealth is a unified wealth platform that serves clients across the wealth continuum. The Wealth business serves ultra-high-net-worth individuals and ... segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global ...Lead Analyst will act as a trusted and strategic advisor to the lending product leadership. The Financial Planning… 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
- Deloitte (Stamford, CT)
- …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) + Bachelor's… 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
- 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
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... and needs is an important part of our culture. The Morgan Stanley Wealth Management Global Investment Office (GIO) is seeking an ambitious research technology and… more
- S&P Global (New York, NY)
- …use):** 12 **Director, Global Sanctions & Financial Crimes Compliance Program Advisor ** **About the Role:** **Responsibilities and Impact:** **The Impact:** + The ... Director, Global Sanctions & Financial Crimes Compliance Program Advisor will report to and work directly with the...on a regular basis to assist in reporting to senior management and the Board of Directors on the… 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
- WTW (New York, NY)
- …Global Finance Partners. The Senior Financial Analyst will serve as a trusted advisor to the North American Leadership Teams for EX and W&R. They will have ... our Financial Planning & Analysis (FP&A) Practice within Health Wealth and Careers Finance and will report jointly to...**The Role** + Act as a key strategic financial advisor to the North America EX and W&R business… more
- JPMorgan Chase (Greenwich, CT)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- S&P Global (New York, NY)
- …highlighted in the Team structure above. This role will be the primary advisor for accounting related matters. **Responsibilities:** The Senior Director of ... executive presence and the business acumen to deliberate with senior leaders. A Trusted Advisor to the...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Morgan Stanley (New York, NY)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Senior Registered Client Service ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape...Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients… more