- Citigroup (New York, NY)
- **Executive Summary** The Client Experience Group Manager is a leadership role and specializes in onboarding, focusing on delivering an exceptional client ... and platforms. A strong emphasis is placed on providing an exceptional client experience , which necessitates detailed knowledge of products, platforms, and… more
- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically ... and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces...the objectives of each client . As a Client Specialist within JP Morgan Wealth Management,… more
- TIAA (New York, NY)
- …an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors ... ** Wealth Client Relationship Manager** Wealth...from start date. **Educational Requirements** + University (Degree) Preferred ** Work Experience ** + 2+ Years Required; 3+… more
- Bank of America (New York, NY)
- …knowledge and understanding of investment products **Desired Qualifications:** + Previous wealth management client associate experience strongly preferred ... Registered Wealth Management Client Associate New York,...oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to… more
- M&T Bank (Paramus, NJ)
- …with operation, security, and audit procedures as well as a positive client experience . Follow established procedures when the report review identifies ... members and helps identify process improvements to benefit the client experience . **Education and Experience ...a combined minimum of 6 years' higher education and/or work experience , including a minimum of 2… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support… more
- Raymond James Financial, Inc. (New York, NY)
- …trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset ... risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies ....years of financial services experience required . Experience in broker-dealer or wealth management firms… more
- PNC (Kinnelon, NJ)
- …and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition ... identifying and successfully converting sales opportunities and delivering an exceptional client experience . + Achieves business results through leadership of… more
- KeyBank (New York, NY)
- …coordination and delivery of all Family Wealth services and ensures the client receives an industry leading family office experience . While serving UHNW ... of client servicing and execution of the client experience . + Develops a strong understanding...Responsible for contributing to the development of the annual client wealth plan and actively participates in… more
- Neuberger Berman (New York, NY)
- … role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses on identifying and ... online access portal and app to drive meaningful improvements in the overall client experience + Partner with internal technology teams and third-party fintech… more
- Bank of America (Iselin, NJ)
- …communication skills + Demonstrate an understanding of how to deliver a strong overall client experience + Thorough knowledge and understanding of the suite of ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and… more
- City National Bank (New York, NY)
- … facing materials and deliverables. The ideal candidate should have experience with client discussions/presentations, proficiency in financial planning software ... and succession planning. *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists...in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a client 's current… more
- Citigroup (New York, NY)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... Global Wealth at Work . The Senior Wealth Advisor will offer...policies and procedures **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage… more
- Capco, a Wipro Company (New York, NY)
- …our clients confront some of their most pressing challenges. Our unparalleled experience generating digital strategies, defining client user journeys, creating ... complex programs, and designing next-generation platforms that elevate both client and advisor experiences. As a Senior Consultant on...**What You'll Bring with You:** + 5+ years of experience in management consulting or within the wealth… more
- Neuberger Berman (New York, NY)
- …results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This ... problem-solving, and leadership skills. It requires the ability to work effectively with individuals at all levels of the...Wealth management or Investment Advisory function. + Demonstrated experience with Wealth Management Client … more
- Neuberger Berman (New York, NY)
- …and support business growth. The ideal candidate will bring relevant private wealth experience , strong analytical skills, and a demonstrated ability to ... to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a… more
- Capco, a Wipro Company (New York, NY)
- …our clients confront some of their most pressing challenges. Our unparalleled experience generating digital strategies, defining client user journeys, creating ... & Asset Management Team at Capco you will work in a fast-paced team setting, alongside industry experts,...**What you'll bring with You:** + 2+ years of experience in the wealth or asset management… more
- Charles Schwab (Jersey City, NJ)
- …to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and ...open communication, strong market knowledge, and a passion for client service. If you want to work … more
- Citigroup (New York, NY)
- …well as Product Specialists and Wealth Planning professionals. The Investments Experience Lead will work across the Investment Solutions business to ensure ... **About Citi Wealth ** Citi Wealth is focused on...products and platforms to drive improvement in advisor and client experience while optimizing costs + Unify… more
- Citigroup (New York, NY)
- …team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work , Citi Private Client and Citigold as part of ... while managing overall Firm targets. + Partner with Citi Wealth Integrated Client Solutions team on loan...with clients and their Bankers **Qualifications** + 10+ years' experience in UHNW lending origination and credit analysis in… more