- Citigroup, Inc. (New York, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Goldman Sachs, Inc. (New York, NY)
- …with other teams within ACF, and across CSG, investing teams and wealth management teams. Professional development initiatives provide opportunities to enhance ... amongst other ad hoc client requests and projects Respond to questions internally from senior management and sales channels Qualifications At least 7+ years in a… more
- Pontera (New York, NY)
- …candidate to "hit the ground running" by bringing your pre-existing expertise in account management and client relationship management to a growing team ... come in. DESCRIPTION Pontera is looking for an experienced Senior Advisor Success Manager ("ASM") to join our growing...record of selling into or managing relationships within the Wealth Management industry Superlative verbal and written… more
- HSBC (New York, NY)
- …in immigration sponsorship for this position. At least 5 years of relationship management experience in the banking or wealth management sector Proven ... communities and the planet we all share. As a Senior Relationship Manager, you will acquire maintain,...Gross Revenue. Here's what you can expect: Combine client relationship management with strong risk assessment and… more
- JPMorgan Chase & Co. (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, ... Bank, you will gain exposure to every facet of wealth management , including investments, lending, banking, and...do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety… more
- iCapital (New York, NY)
- …of success. Qualifications 7+ years of relevant experience in a trading/business development/ relationship management in the FICC market and 8+ years of ... Lead Structured Investments FICC Specialist - Vice President / Senior Vice President to join the iCapital Solutions team....experience Experience with FICC products required - experience in wealth management a plus Excellent verbal and… more
- PIMCO (New York, NY)
- … leadership across partner firms and internal departments-such as US Global Wealth Management (GWM) client-facing teams, Portfolio Management , Product ... President, Account Manager - Alternatives to support the significant growth of our US wealth alternatives business. In this role, you will be the go-to contact for… more
- Bank of America (Florham Park, NJ)
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, ... companies, and institutions. Merrill Wealth Management is one of the largest...the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support… more
- Citigroup (New York, NY)
- …Citi Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for ... (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors....experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad… more
- Citigroup (Paramus, NJ)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Truist (New York, NY)
- …+ years of fiduciary experience, with a focus on business development and relationship management + Effective communication skills both verbal and written, being ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...fiduciary experience with a focus on business development and relationship management **Truist stands for better** Our… more
- JPMorgan Chase (New York, NY)
- …you will be responsible for managing initiatives aimed at growing and deepening Wealth Management 's relationship with affluent clients. You will oversee ... highly visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels (CWM and… more
- CIBC (New York, NY)
- …As a ** Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients. ... We're building a relationship -oriented bank for the modern world. We need...Assist in the training of less experienced staff, at management request. + **Problem-solve and follow through:** Proactively anticipate… more
- City National Bank (Jersey City, NJ)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director ... of Wealth Management , is a leadership role as...and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the… more
- NTT DATA North America (Newark, NJ)
- …Newark, New Jersey (US-NJ), United States (US). The ** Wealth & Asset** ** Management ** **Segment Leader** serves as the primary relationship owner for a ... apply now. We are currently seeking a IT Services Wealth & Asset Management Portfolio Lead (Tri-State...and lead a scalable, high-performing segment team focused on relationship management , revenue expansion, and service excellence.… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management , you will offer comprehensive ... will possess strong analytical skills, a deep understanding of wealth management , and the ability to collaborate...and relationship -building skills. Through a focus on relationship management , you should be able to… more
- Citigroup (New York, NY)
- …informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are ... families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Truist (New York, NY)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... + 8 or more years of sales and client management experience in Wealth Management ...+ Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the… more
- Neuberger Berman (New York, NY)
- …opening and maintenance. + Provide advice regarding regulatory matters appropriate for a wealth management and asset management business, including the ... The Associate General Counsel - Private Wealth will play an integral role within Neuberger...and changing priorities + Ability to communicate effectively with senior management \#LI-Hybrid \#LI-MB1 Compensation Details The… more
