- Citigroup, Inc. (Huntington, NY)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Goldman Sachs, Inc. (Chicago, IL)
- Job Description Job Title: VP, US Third Party Wealth , National Accounts/Home Office, Goldman Sachs Asset Management Location: Chicago Regular/Temporary: Regular Role ... Develop and implement an integrated marketing strategy for AM's third-party wealth National Accounts/Home Office segment to fuel overall business growth objectives… more
- Citigroup, Inc. (Tampa, FL)
- Job Description: Serves as a senior compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk ... Management (ICRM) and Global Wealth Deposits and Lending Operational Risk Management (ORM). Responsible for executing Citi's ICRM risk framework activities relevant… more
- Citigroup, Inc. (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: Regional Director is responsible… more
- Citigroup, Inc. (Tampa, FL)
- …Technology Knowledge & Experience: 10+ years' experience at a bank/broker dealer/ wealth manager ; some appropriate licenses preferred (eg, FINRA SIE,7,24) ... The Business Risk Manager , based in New York, will join the...Wealth Investment Solutions Business Risk Team as a Senior Vice President, and will report to the global… more
- Bank of America (Englewood, CO)
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, ... companies, and institutions. Merrill Wealth Management is one of the largest businesses of...63, and 65. This Elite Growth Practice (EGP) Business Manager is a key contributor to a Financial Advisor… more
- Allocate (Menlo Park, CA)
- …investment vehicles. Proven ability to build and maintain relationships with senior -level decision-makers at wealth advisory firms. Strong communication and ... Director of Relationship Management to deepen and expand our engagement with wealth advisory firms. This individual will be responsible for managing and growing… more
- Blue Owl (New York, NY)
- Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives(R). With $273 billion in assets under management as of March 31, 2025, we invest ... ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of...optimize client engagement. Actively position Regional Market Leader and/or senior resources in market for client meetings and events.… more
- Avior Executive Search (Miami, FL)
- …the next generation as stewards of family wealth . Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients ... Senior Relationship Manager Nationwide opportunities New...and business decisions Comfortable interacting with individuals of significant wealth Personal integrity that is beyond reproach Strong academic… more
- JPMorgan Chase & Co. (Riverhead, NY)
- …a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and ... utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships… more
- Apex Fintech Solutions (Austin, TX)
- …by Global Fintech Awards ABOUT THIS ROLE Apex Fintech Solutions is seeking a Senior Product Manager (Client Configuration) to focus on Client Setup and ... Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to...products from design to launch. Work with customers and senior business leaders to identify and solve for product… more
- EY (New York, NY)
- …institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. ... services or professional tax organization A thorough understanding of estate and wealth planning Experience with federal and state personal and trust income tax… more
- NFP (Minneapolis, MN)
- …a people-first approach. To learn more, please visit: https://www.NFP.com. Summary : The Senior Account Manager is responsible for working with Consultants to ... enrollment presentations, and taking an active role in client relationship building. The Senior Account Manager will also be responsible for day-to-day client… more
- Colliers (Minneapolis, MN)
- …meet all required and desired qualifications SUMMARY Colliers Mortgage is seeking our next Senior Agency Asset Manager to support our growing Fannie Mae and ... as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to… more
- US Bank (Boston, MA)
- …About the team/product(s): The US Bank Chief Product Office is seeking an experienced product manager to serve as the senior product manager for accounting, ... administration and transfer agency supporting our Wealth , Corporate, Commercial and Institutional Banking (WCIB)..., Corporate, Commercial and Institutional Banking (WCIB) division. The senior product manager - accounting, administration and… more
- Tetra Tech, Inc. (Chicago, IL)
- The Opportunity: Tetra Tech is adding a Senior Renewable Energy Seller-Doer/Project Manager to support growing our energy business in the Midwestern US, with ... With decades of national experience, Tetra Tech offers a wealth of technical knowledge and a strong understanding of...while leaving a lasting legacy. Your Role: The Seller-Doer/Project Manager will be expected to: Develop new client accounts;… more
- Scotiabank (New York, NY)
- …driven winning team, committed to results, in an inclusive and high-performing culture. Senior Manager , Business Risk Management - US Global Transaction Banking ... winning team, committed to results, in an inclusive and high-performing culture. Purpose: Senior Manager , Business Risk, contributes to the overall success of… more
- Entegris (Bedford, MA)
- Job Title: Senior Manager , IT Program Management/RTE Job Description: Here at Entegris, we use advanced science to enable technologies that transform the world, ... The Role: Join our global IT organization as a Senior Program Manager / Release Train Engineer...build your career, improve your health, or protect your wealth , we offer generous benefits to help you achieve… more
- Lockheed Martin (Liverpool, NY)
- …overall business competitive posture. As a member of the Syracuse Production senior leadership team, this individual will collaborate with other functional leaders ... results in a dynamic and fast-paced environment. WHY JOIN US Your Health, Your Wealth , Your Life As an employee at Lockheed Martin, your health and well being… more
- Wintrust (Des Plaines, IL)
- …operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term ... to develop their auditing skills through execution of a risk-based audit plan. The Senior Compliance Auditor will assist Audit Senior Leadership in meeting the… more
