- Citigroup (New York, NY)
- …driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... a team + Strong presentation skills + Previous experience in client facing roles in Banking or Wealth (both a plus) + Problem solving & change management skills… more
- Citigroup (New York, NY)
- …Citi Wealth . Lending provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our ... team provides lending solutions across all three client segments including Citi Private Bank, Wealth ...partner with the respective segment leadership teams to drive engagement and solutions, with lending product leads, for our… more
- City National Bank (New York, NY)
- …team. * Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues ... * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and...process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation,… more
- BlackRock (New York, NY)
- …across the globe, as well as BlackRock's wealth and manufacturing teams. Our client engagement team is responsible for these clients, helping them to achieve ... are looking for a candidate to join the Aladdin Wealth Tech Client Engagement team...in the wealth ecosystem to ensure Aladdin Wealth Tech solutions are integrated with advisor… more
- Deloitte (Stamford, CT)
- …state efficiency and experience improvements + 1+ year(s) of experience supporting wealth management client segmentation and pricing strategy initiatives + ... Senior Consultant, Industry Solutions, Wealth Management What we do Join our AI...leverages cutting-edge engineering capabilities to build, deploy, and operate integrated /verticalized sector solutions in software, data, AI, network, and… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll ... in enabling the advisors to convert those participants into wealth management clients. If you are a collaborative team...Morgan is the place for you. As an Advisor Engagement Manager, you will lead the strategy and execution… more
- Bank of America (New York, NY)
- …individual with exceptional interpersonal skills * Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- KeyBank (New York, NY)
- …a strategic and collaborative advisor and team member across the Commercial, Wealth and Institutional lines of business, working to proactively identify and execute ... Team. In this role you will support the development and execution of integrated communications plans that tell KeyBank's story across North America. You will work… more
- Broadridge Financial Solutions (New York, NY)
- …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... for our clients, including asset managers, with solutions for enriching engagement , navigating risk, optimizing efficiency, and growing revenue. Our integrated… more
- HSBC (New York, NY)
- …HSBC's state-of-the-art studio, camera equipment, podcast studio, and integrated communications capabilities to deliver high-impact storytelling, thought leadership, ... and own a unified US content strategy across Commercial & Institutional Banking, Wealth & Personal Banking, and enterprise functions + Serve as a central partner… more
- BlackRock (New York, NY)
- …stakeholders. + Demonstrated interest in financial services, digital marketing, or client engagement . + Proficiency in Microsoft Office; familiarity with ... dynamic and adaptable Marketing Generalist to join our Global Marketing & Digital Wealth (GM&DW) team as part of the 2025-2026 Career Returner Program. This 6-month… more