- 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 ... at the center of everything we do. As a Senior Wealth Advisor , you will...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… 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
- Bank of America (New York, NY)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to...registrations held by the Financial Advisor (s) and Advisor Team(s) they support * SAFE ACT… more
- Bank of America (Stamford, CT)
- Senior Auditor Charlotte, North Carolina;Stamford, Connecticut; East Hartford, Connecticut; Dallas, Texas; Pennington, New Jersey; Providence, Rhode Island; ... business impact and recommending severity ratings under the supervision of senior team members. **Responsibilities:** Responsible for evaluating the design and… more
- KPMG (Stamford, CT)
- **Business Title:** Manager/ Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 20 **Function:** Tax Services **Area of Interest:** ... for as a firm KPMG is currently seeking a Manager/ Senior Manager to join our International Tax (https://tax.kpmg.us/services/international-tax.html) practice.… more
- Bank of America (New York, NY)
- …the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to… more
- Citigroup (New York, NY)
- Citibank, NA seeks a Banker, Safe Act for its New York, New York location. Duties: Build and maintain a book of ultra-high net worth clients. Serve as a trusted ... advisor to clients who frequently seek strategic advice regarding...an in-depth understanding of clients' businesses and sources of wealth generation. Analyze products and services to match with… more
- Bank of America (New York, NY)
- …this capacity the MTD will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market ... MTD will provide mentorship and guidance to Trust Officers and Trust Senior Associates. Key Responsibilities + Engage in high level fiduciary oversight, proactively… more
- Neuberger Berman (New York, NY)
- …strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving ... The role will require regular board, client, committee and senior leadership engagement and at times will be required...+ Serve as a guiding hand, leader and trusted advisor to business partners while helping to resolve operational… more