- AIG (New York, NY)
- …+ You will be part of the Business Partner team to the High Net Worth underwriting team with financial planning activities, quarterly closings, business ... The High Net Worth business...The High Net Worth business is a key...Insurance, writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager to make a bigger business impact… more
- World Insurance Associates, LLC. (New York, NY)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
- JPMorgan Chase (New York, NY)
- …leadership experience in membership, loyalty, entertainment, or luxury services, with a focus on high net worth clientele. + Proven track record in ... We are seeking a dynamic and visionary Executive Director to serve as Head of High - Net - Worth Membership and Loyalty. As an Executive Director, Membership and… more
- JPMorgan Chase (New York, NY)
- We are seeking a visionary Executive Director to lead the High Net Worth (HNW) Card Product team, with responsibility for driving growth, innovation, and ... and other forums, crafting a comprehensive story of the High Net Worth Card Product...**Required qualifications, capabilities, and skills** + 10+ years of financial services product management, product strategy, or consulting experience,… more
- Bank of America (New York, NY)
- Ultra High Net Worth Portfolio Strategist...are guided by a common purpose to help make financial lives better through the power of every connection. We ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Ultra- High - Net - Worth -Portfolio-Strategist\_25045012-2) **Job Description:** At Bank… more
- Citigroup (New York, NY)
- …deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and ... profiling skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- TIAA (White Plains, NY)
- …supervision, this job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their financial goals. This includes ... helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people...Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under… more
- Citigroup (Eastchester, NY)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Citigroup (New York, NY)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- City National Bank (New York, NY)
- …in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka ... THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale...referring clients to Rochdale and to communicate and meet high net worth investors who… more
- Wells Fargo (New York, NY)
- …address clients' unique needs and aspirations. Provides support to **WIM** in providing services to affluent, high net worth and ultra- high net ... is one of the United States' leading providers of financial and investment services. We offer a full range...access to Wells Fargo Bank products and services to high - net - worth and ultra- high -… more
- TD Bank (New York, NY)
- …of Mass Affluent products including annuities, managed solutions and insurance as well as high net worth and brokerage referrals for the Stores which ... role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct...product and platform expert resource for team. + Executes high impact activities and ongoing sales / Mass Affluent… more
- JPMorgan Chase (New York, NY)
- …new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra- high net ... market and sell wealth management products and services to high net worth and ultra-...A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations,… more
- Bank of America (Mount Kisco, NY)
- … center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... Financial Solutions Advisor Registration Candidate - Mount Kisco...+ Causation Analysis + Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or… more
- Bank of America (New York, NY)
- … center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... Financial Solutions Advisor Registration Candidate - Manhattan South...* Causation Analysis * Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high - net - worth families and private business owners. Seeking ... **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are… more
- City National Bank (New York, NY)
- …is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ultra- high net - worth (U/HNW**) clients by ... candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced… more
- AIG (New York, NY)
- …including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... is a key leadership role in our Professional Liability/Cyber, Financial Lines team in which you will take ownership...build effective relationships with brokers and to deliver a high standard of customer service as an example for… more
- Citizens (New York, NY)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Citigroup (New York, NY)
- …a dedicated Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts ... through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R)...at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R)… more