- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- Neuberger Berman (New York, NY)
- …investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc. + Solid ... proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.… more
- JPMorgan Chase (New York, NY)
- …help drive advisor results and strengthen the client experience across the US Wealth Management franchise. **Job Responsibilities** + Lead the design and ... At JP Morgan Wealth Management, our Field Performance & Incentives team...objectives. This highly visible position offers deep exposure to senior leadership and cross-functional partners across Finance, HR, Legal,… more
- JPMorgan Chase (New York, NY)
- …& Wealth Management, including competitive intelligence, market mapping, succession planning , and confidential project work. The ability to foster strong client ... experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in...relationships with senior managers and candidates is essential, and your consultative,… more
- Bank of America (New York, NY)
- …in any one of the teams specialized roles of Business Development, Wealth Planning , Investment Management, or Business Management in addition to ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- JPMorgan Chase (New York, NY)
- JP Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management ... Morgan Investments Direct, and JP Morgan Personal Advisors. JP Morgan (our Remote Wealth Management offering). As a Vice President on the CWM Business Project… more
- Citigroup (New York, NY)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... regions. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the… more
- Raymond James Financial, Inc. (New York, NY)
- …pace with the changing business environment. . Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), ... the firm's wealth management unit, and Asset Management divisions, serving as...current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with… more
- Citigroup (New York, NY)
- _The Head of Escrow Services (LFG) is a senior level responsible for executing functional strategy and new business origination in areas managed. Full management ... teams across several locations, including management of people, budget and planning , to include duties such as performance evaluation, compensation, hiring,… more
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned ... presentations at PBB branch offices and client locations. * Lead discussions about all aspects of Wealth ...investment management opportunities. * Relationship Management * Take a lead role in managing investment services by planning… more
- TD Bank (New York, NY)
- …functional or operations improvements + Serves as a source of expert advice to senior management in field of specialty; may lead team(s) of related ... service for our clients. It fosters deep collaboration across Retail and Wealth , embedding partnership at every level-from frontline coaching to strategic program… more
- Scotiabank (New York, NY)
- Senior Manager, US GTB Strategy **Requisition ID:** 233012 **Salary Range:** 117,400.00 - 224,700.00 _Please note that the Salary Range shown is a guideline only. ... committed to results, in an inclusive and high-performing culture. ** Senior Manager, US GTB Strategy - New York City,...of US Global Transaction Banking (GTB) by leading strategic planning and owning executive communications. This is a role… more
- City National Bank (New York, NY)
- …performance and other technical data into reader-friendly graphs and/or charts. * Lead the planning and execution of events, including conferences, seminars, ... *MARKETING COORDINATOR SENIOR * WHAT IS THE OPPORTUNITY? This position is...and sales promotion objectives of City National Rochdale, the Wealth Management division of City National Bank. Partners with… more
- Scotiabank (New York, NY)
- …As required, the Senior Manager will be responsible for playing a lead role in coordinating various strategic initiatives across US GTB including planning , ... Senior Manager, US GTB Strategic Support **Requisition ID:**...drive employee engagement + Expert time management, project management, planning and organization skills to oversee and execute on… more
- Scotiabank (New York, NY)
- Senior Manager, US Counterparty Credit Risk **Requisition ID:** 234013 **Salary Range:** 171,018.00 - 224,700.00 _Please note that the Salary Range shown is a ... team, committed to results, in an inclusive and high-performing culture. TITLE: Senior Manager, US Counterparty Credit Risk DUTIES: Scotia Capital (USA), Inc. Seeks… more
- Scotiabank (New York, NY)
- Senior Product Manager - US Business Deposit Products (GTM), Global Transaction Banking **Requisition ID:** 202027 **Salary Range:** 110,700.00 - 211,800.00 _Please ... Manager - US Business Deposit Products (GTM) is accountable for ideation, planning , defining and executing the Go-To-Market (GTM) strategy and tactical plans for… more
- Scotiabank (New York, NY)
- Senior Manager, Cash Management Product Execution, Global Transaction Banking - New York, NY **Requisition ID:** 234103 **Salary Range:** 117,400.00 - 224,700.00 ... to results, in an inclusive and high-performing culture. **Accountabilities:** + Lead the development, roll-out and implementation of USCM products, features and… more
- Capital One (New York, NY)
- Principal Auditor (Experienced Senior Auditor) Corporate Compliance Audits (Hybrid) Capital One's Audit function is a dedicated group of professionals focused on ... will focus on operations of investment (securities and transactions). Responsibilities: + Lead small audits, or own completion of significant components of larger… more
- S&P Global (New York, NY)
- …11 **About the Role/The Team:** S&P Global Ratings (S&P) is seeking a Senior Analyst - Accounting Specialist to work closely with S&P Corporates & Infrastructure ... as it relates to financial reporting & disclosures. + Lead the publishing of research commentaries on key accounting...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Citigroup (New York, NY)
- …East. + Lead short and long term budgeting, forecasting and planning processes through partnership with functional partners such as FP&A. Key Business leader ... in the planning and execution of CCAR, Recovery and Resolution planning activities. + Partner with senior management to deliver on financial objectives,… more