- Charles Schwab (New York, NY)
- …solving, helping us "challenge the status quo" and transform the finance industry together._ As a Sr . Manager , Wealth Advisor within Schwab Wealth ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- Citigroup (New York, NY)
- …acquisition and selling strategies, as well as collection management services. The Art Advisor Sr . Lead is a strategic professional who closely follows the ... skills are required to negotiate internally and externally, often at a senior level. Developed communication and diplomacy skills are required to guide and… more
- Citigroup (New York, 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...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- NTT America, Inc. (New York, NY)
- …apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our team in New York City, New York (US-NY), ... As a Wealth and Asset Management Consulting Senior Manager , your role is pivotal in...between our firm and our clients. As a trusted advisor , you will not only help clients navigate complex… more
- Citigroup (New York, NY)
- … management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. ... Citi Global Wealth brings together the full power of Citi...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.)… more
- KeyBank (Tarrytown, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... primary client advisor developing and implementing strategies based on the client's...financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's… more
- KeyBank (New York, NY)
- …New York, New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families ... activities of the service team including the Investment Consultant, Portfolio Manager , Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.) + Organize… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... is a producing- manager role that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of investment counselors,… more
- Robert Half Finance & Accounting (New York, NY)
- …at the SEC, an asset manager , compliance consultancy firm or investment advisor / wealth manager . The candidate must have Compliance Testing experience ... midtown Manhattan office. Reporting to the Head of Core Compliance/ Senior Counsel, the role covers the whole compliance program...asset manager , compliance consultancy firm or investment advisor / wealth manager + Compliance Testing… more
- Citigroup (New York, NY)
- The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter ... result. Acts as sounding board and provides guidance to Wealth Academy to provide relevant process and technical knowledge...Responsible for coordinating resources and support tools for new Advisor and Relationship Manager recruits to onboard… more
- TD Bank (New York, NY)
- …Conduct monitoring and testing in the area specified as required. **Job Summary:** The Senior Manager , Compliance Business Oversight manages and leads a team of ... team of enthusiastic colleagues dedicated to setting new industry standards. US Wealth Compliance acts as an independent regulatory compliance and conduct risk… more
- Scotiabank (New York, NY)
- …status and examination results, and departmental performance and initiatives. The Senior Manager is a dynamic, innovative, and trusted advisor who uses data ... Senior Manager , GBM Audit COO Office...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,… more
- Scotiabank (New York, NY)
- …and regulatory guidelines to the performance and review of audits. The Senior Manager is a dynamic, innovative, and trusted advisor who uses data to deliver ... Senior Manager , Data Scientist **Requisition ID:**...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,… more
- Bank of America (New York, NY)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of ... Merrill Market Client Relationship Manager New York, New York **Job Description:** This...delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working… more
- S&P Global (New York, NY)
- …the S&P Global and Market Intelligence communications teams as a key communications advisor with senior stakeholders in the US **The Impact:** You will: ... the Role:** **Grade Level (for internal use):** 11 **The Team:** The Communications Manager for Americas, S&P Global Market Intelligence, will play a vital role in… more
- CIBC (New York, NY)
- …CIBC US provides tailored commercial and commercial real estate banking, private wealth management, personal and small business financial solutions, as well as ... to serve clients coast to coast. To be the best-in-class, commercial and wealth management financial institution in the United States with seamless connectivity to… more
- JPMorgan Chase (Jersey City, NJ)
- We are on the lookout for a talented Audit Manager to join our Asset Management Internal Audit team. This is your opportunity to play a crucial role in enhancing our ... organization's governance and operational excellence! As an Audit Manager within our Asset Management Internal Audit Team, you will execute the annual audit plan,… 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 ... The Strategy Project Manager I role supports the development and implementation...and organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand… more
- S&P Global (New York, NY)
- …six Business Portfolio Managers who support more than 60 Commercial Managers, five senior directors, and nine team lead. The team collaborates closely with various ... direct reports. + Be a trusted partner and strategic advisor to the commercial team to help enhance our...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more