- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development ... affiliate channels, including TD Ameritrade Institutional and Retail [consumer only] platforms. The Senior Wealth Lending Advisor is at the center of the… more
- Citigroup (Greenburgh, NY)
- … 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...as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United… more
- Capco, a Wipro Company (New York, NY)
- …passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to ... transform the way wealth and asset managers service their clients. As technology...insights into industry and customer dynamics. + Client & Advisor Experience: Transformation of client & advisor … more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of...function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability,… more
- Carrington (Old Greenwich, CT)
- …TPO Process flows, and Loan Operating Systems. + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... and organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand… more
- City National Bank (New York, NY)
- …activity for coding/tax treatment accuracy. * Gather/submit pertinent facts to the Senior Trust Advisor regarding situations requiring the use of fiduciary ... estate needs in high volume environment. Regularly convenes and facilitates client, advisor and family meetings apprising of status. Identifies, collects and values… more
- Wells Fargo (New York, NY)
- …Banking and Lending , Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. Wells Fargo ranked No. 34 on Fortune's 2024 ... escalate and explain relevant legal matters and trends to senior executives. + Operate with the highest levels of... leadership and will be regarded as a trusted advisor on legal and regulatory issues, business strategy, risk… more