- Citigroup (Merrick, 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
- M&T Bank (Hauppauge, 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
- Citigroup (Queens, NY)
- The Financial Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application within the business. ... the same level of expertise. Excellent communication skills required, often at a senior level. Developed communication and diplomacy skills are required in order to… more
- TIAA (New York, NY)
- …The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their most critical strategic and ... Strategy team from other areas of the firm. The Wealth Management Strategy Associate helps to drive key projects...and other internal consulting initiatives. Associates work closely with Senior Directors and MDs on the team in conducting… 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
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. As a Senior Wealth Planner, you will work closely with high and ultra-high net worth ... Banking teams to provide outstanding client service. As our Senior Wealth Planneryou will: + Commitment to... Planner is a known expert in the professional advisor community, with a strong professional network and deep… more
- NTT America, Inc. (New York, NY)
- …inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our ... Services clients: https://us.nttdata.com/en/services/consulting-services/banking-and-financial-services-consulting **How You'll Help Us:** As a Wealth and Asset Management Consulting Senior Manager,… 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)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... 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
- KeyBank (New York, NY)
- …New York, New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families ... Establish a level of trust and confidence with Family Wealth clients while navigating into the trusted advisor... Wealth clients while navigating into the trusted advisor position **Sales** + Works closely with the Family… more
- City National Bank (New York, NY)
- …to CNR by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process, with the ultimate ... succession planning. What you will do * Work with Senior Wealth Strategist and Wealth ...months of employment * CEPA - Certified Exit Planning Advisor within one year of employment *Skills and Knowledge*… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- JPMorgan Chase (New York, NY)
- …define, focus and realize their goals. **Role Summary** The Head of Private Wealth Alternatives Client Service Team is a senior leadership role responsible ... to delivering exceptional client service. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team to support client onboarding… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Specialty Asset Advisor to join the Specialty Asset Management organization within Wealth & Investment ... asset management for a large region of Wells Fargo Wealth and Investment Management + Capture sizable new specialty...and oversight of real estate acquisitions on behalf of wealth management clients in the region in accordance with… more
- Citigroup (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 (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of...function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability,… more
- Citigroup (New York, NY)
- The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter and ... that arise as a result. Acts as sounding board and provides guidance to Wealth Academy to provide relevant process and technical knowledge as well as servicing best… more
- Wells Fargo (New York, NY)
- …role:** The **Client Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and ... prioritization of the Advisor Desktop experience and Advisor tools to... channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a… more
- TD Bank (New York, NY)
- …team of enthusiastic colleagues dedicated to setting new industry standards. US Wealth Compliance acts as an independent regulatory compliance and conduct risk ... to ensure regulatory compliance. + Ensure compliance for the Digital Advisor platform, ensuring regulatory adherence and integration with core business functions.… more
- Scotiabank (New York, NY)
- …and initiatives. The Senior Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep the ... Senior Manager, GBM Audit COO Office - Reporting...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,… more