- Morgan Stanley (Purchase, NY)
- …first line of defense risk function responsible for execution of controls across all client segments within Wealth Management . The unit includes Risk ... providing a wide range of investment banking, securities, investment management and wealth management services....risk coverage of self-directed clients within the Digital Direct client segment Design risk controls Train and… more
- Morgan Stanley (New York, NY)
- …Functions - Assist in leading the Operational Risk Coverage team for the Client Segment , with a focus on Field Management . - Partner with Wealth ... providing a wide range of investment banking, securities, investment management and wealth management services....of risks impacting WM business. - Partner with the Client Segment Risk Coverage lead in projects… more
- Northern Trust (New York, NY)
- …and distill technical concepts into simple, compelling messages customized by client segment (institutional, intermediary, retail). Technical and promotional ... teams. *Strong commercial mindset, intellectual curiosity. *Deep understanding of institutional, wealth and intermediary client segments and their unique buy… more
- Citigroup, Inc. (New York, NY)
- …to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. Keep abreast of trends and ... is an entry level position responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... of Scotiabank. We support Corporate and Commercial clients with effective treasury management solutions coupled with a best-in-class service model, making it easy… more
- MSCI (New York, NY)
- …other lines of business, to ensure close coordination of the client segment . Work cross-functionally with sales, product management , and research to align ... This role will have a strategic focus on the wealth management and asset manager segments. In... and asset manager segments. In conjunction with the wealth segment marketing team, this role will… more
- Citigroup (New York, NY)
- …. Lending provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...lending solutions across all three client segments including Citi Private Bank, Wealth … more
- Citigroup (New York, NY)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (New York, NY)
- …opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management , and various investment and ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… more
- US Bank (Greenwich, CT)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment,...a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and… more
- Citigroup (New York, NY)
- The Wealth Mgmt Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... conviction and messaging to all market direct reports towards driving the new CPWM client centric and segment strategy. + Motivates, persuades, and leads a… more
- Citigroup (New York, NY)
- …responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client , ... Partner closely with the Global Head of Alternative Investments (product) and Segment Sales Leadership to incorporate Alternatives into client conversations and… more
- Bank of America (New York, NY)
- …plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + ... achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the...* Ability to drive new business development for target client segment ($3MM++ investable assets) * Ability… more
- Bank of America (Melville, NY)
- …plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + ... network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide… more
- NTT DATA North America (New York, NY)
- …expertise across all Banking and Financial Services segments - Banking, Capital Markets, Wealth and Asset Management , Lending, Payments and Fintechs the Industry ... Team Leadership & Talent Development: Build and lead a scalable, high-performing segment team focused on relationship management , revenue expansion, and service… more
- TD Bank (West Babylon, NY)
- …needs, as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships for MA segment ; manages all aspects of the ... annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth...to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong… more
- TD Bank (Ridgewood, NY)
- …needs, as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships for MA segment ; manages all aspects of the ... obtain within licensing and registration schedule + Advanced understanding of wealth management business development techniques, products, services and overall… more
- Citigroup (New York, NY)
- … Analytics & Lead Finance Officer team. This team is focused on enhancing the client management dimension across all of Citi, delivering timely and accurate ... client financials and providing insight into client segment performance. This role will help drive efforts to provide a framework for measuring client … more
- Broadridge Financial Solutions (New York, NY)
- …enjoyed revenue growth across products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate this growth and ... and global team in Corporate Actions and Income Processing + Financial Services Wealth Management background preferably + Proven ability to develop and deliver… more
- Bank of America (New York, NY)
- …restructures, etc. **Required Qualifications:** * 10 plus years of commercial credit or wealth management credit experience or a combination of lending and ... call on custom lending clients and prospects with PCA client team o Segment targeted PCA's; prepare...and opportunities and determine best Enterprise solution to meet client needs o Timely pipeline / Salesforce management… more
