- Citigroup, Inc. (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 ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- Blue Owl (New York, NY)
- … Business Management team - a strategically focused group that partners with senior leadership of Blue Owl's Private Wealth Distribution. This team spearheads ... a critical role in shaping strategic initiatives alongside Distribution Leadership and senior management to support and scale the business. This role will… more
- JPMorgan Chase & Co. (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of...our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain… more
- Citigroup, Inc. (New York, NY)
- Job Description The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) Organize client events to… more
- Citigroup, Inc. (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 ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) Organize client events to… more
- JPMorgan Chase & Co. (New York, NY)
- …exceptional customer service and cultivating strong relationships. As a Supervisory Senior Associate in the Solutions Supervisory team, you will support our ... regulations. You will conduct deep dives into brokerage and registered investment advisor (RIA) activities, investigate root causes of triggered reviews, and attend… more
- JPMorgan Chase & Co. (Jersey City, NJ)
- …We are on the lookout for a talented Audit Manager to join our Asset and Wealth Management Internal Audit team. This is your opportunity to play a crucial role in ... governance and operational excellence! As an Audit Manager on the Asset and Wealth Management Internal Audit Team, you will develop and execute the annual audit… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from...of Model Risk Management (MRM) independent testing framework per SR 11-7 and/or PRA SS1/23. Establish on-going model risk… more
- PIMCO (New York, NY)
- …to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description We are seeking a dynamic Vice 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 several of… more
- Citigroup (Paramus, NJ)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- Truist (New York, NY)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our… more
- Citigroup (Jersey City, NJ)
- …Engineering Choices for Wealth Business + Background of Engineering Wealth Advisory Solutions for financial planning/ advisor and UHNW client businesses. ... Engineering Choices for Wealth Business + Background of Engineering Wealth Advisory Solutions for financial planning/ advisor and UHNW client businesses.… more
- Truist (New York, NY)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo Wealth and Investment Management is seeking a Senior Product Manager to join the Advisor Gateway Product Team. This role is ... military experience, education **Desired Qualifications:** + Experience in financial services, wealth management, or advisor platforms. + Strong understanding of… more
- JPMorgan Chase (New York, NY)
- …changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such ... create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and… more
- JPMorgan Chase (Jersey City, NJ)
- As a Compensation Advisor within Asset & Wealth Management (AWM), you will work closely with the line of business Compensation Executive, supporting compensation ... pool planning decisions, planning and analysis for senior management and budgeting and forecasts with finance partners. You will need to have a strong analytical and… more
- City National Bank (New York, NY)
- … ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's...WILL YOU DO? * Business Development serves as the wealth mgmt. point of contact for Personal & Business… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… 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
- Deloitte (New York, NY)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
