- Citigroup Inc. (New York, NY)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new… more
- Citigroup Inc. (New York, NY)
- A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. ... Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential licenses and a commitment to compliance. This full-time position offers a competitive salary of $70,000 and benefits including medical coverage,… more
- Citigroup Inc. (New York, NY)
- A leading financial institution in New York, NY is seeking a Senior Portfolio Advisor to engage with clients and drive investment strategies across LATAM. This ... role demands over 15 years of experience and exceptional communication skills in both English and Spanish. Candidates must demonstrate strategic thinking and the ability to collaborate across various teams. The position offers a competitive salary range of… more
- Citigroup Inc. (New York, NY)
- …portfolio management, trust and estate planning, investment finance and banking. Role The Senior Portfolio Advisor , LATAM will report to the Head of Portfolio ... Overview Citi's wealth business offers a wide range of products...As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related… more
- Limelight Health (New York, NY)
- …standing at the intersection of finance and technology-and at the cutting‑edge of wealth management. We've been making rapid progress on our mission: to break down ... growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting)...are using 55ip. Job summary: As a 55ip ‑ Senior Product Manager ‑ Vice President working on the… more
- Ernst & Young Oman (New York, NY)
- …and Partnerships) as well as high-profile individuals. That will make you a trusted advisor and role model for your clients and for our people across multiple teams, ... services or professional tax organization A thorough understanding of estate and wealth planning; as well as experience with federal and state personal and… more
- Menlo Ventures (New York, NY)
- …Understand customer needs and requirements and act as a trusted business advisor Drive revenue through strategic outbound prospecting Own the entire sales lifecycle, ... Nice-to-Haves Experience in venture capital, private equity, institutional investing, or wealth management preferred We are an equal opportunity employer and are… more
- Citigroup Inc. (New York, NY)
- …clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client's life and business which have ... significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build relationships with… more
- Morgan Stanley (New York, NY)
- …Director of Investments is a senior service level position for a Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams who is responsible ... Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily basis. The… more
- Citibank (Switzerland) AG (New York, NY)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients.* Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation.* Anticipate events in a client's life and business which… more
- Citigroup Inc. (New York, NY)
- …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client's life and business which have… more
- Wedbush Securities (New York, NY)
- …banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services ... Revenue Generation This is not a build‑from‑scratch role. We are seeking a senior banker with live mandates or near‑term opportunities ready to close. Bring your… 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 ... 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
- Citigroup (New York, NY)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new… more
- M&T Bank (New York, NY)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management Business fits into the larger Consumer Business. We partner closely with our consumer partners to deliver a full suite of solutions ... for every client. The Practice Management and Advisor Development team is responsible for delivering subject matter...is a highly visible team with extensive interaction with senior management across all functions and Lines of Business… more
- Neuberger Berman (New York, NY)
- …Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a ... and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change… more
- JPMorgan Chase (New York, NY)
- …Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, ... South America, and Brazil. As an Advisor Trainee in Global Private Bank within the Latin...team, you will gain exposure to all facets of wealth management, including investments, lending, banking, and trust and… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- Neuberger Berman (New York, NY)
- …self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and ... all levels of the organization, both within Technology and the Private Wealth business. This individual would support Neuberger Berman's multi-year strategic program… more
