- 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
- Nuveen Investments (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
- Citizens (Tarrytown, NY)
- …with a strong emphasis on client -focused approaches. + Background in private wealth management industry is advantageous Hours & Work Schedule Hours per Week: ... Description Private Wealth Client Service Associate As a...on various factors including but not limited to the work location, and relevant skills and experience .… 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
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment… 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
- M&T Bank (New York, NY)
- …with operation, security, and audit procedures as well as a positive client experience . Follow established procedures when the report review identifies ... High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on...a combined minimum of 5 years' higher education and/or work experience , including a minimum of 1… more
- Citizens (New York, NY)
- …to collaborate effectively with advisors and relationship managers to deliver exceptional client experience . CRMs partner with the Lending Specialists and ... improvements to create an efficient loan process and enhanced client experience . Given the range of responsibilities,...book onto the new origination platform + Advisor Collaboration: Work closely with advisors to manage client … 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 be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and… 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)
- …users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset ... with internal partners to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also be responsible… more
- Citigroup (Paramus, NJ)
- …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
- Nuveen Investments (Hackensack, NJ)
- … client facing associates. **Educational Requirements** + University (Degree) Preferred ** Work Experience ** + 5+ Years Required; 7+ Years Preferred **FINRA ... ** Wealth Management Coach** The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide… 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
- Neuberger Berman (New York, NY)
- …lifecycle management. This leader acts as the connective tissue across Private Wealth , Technology, Operations, Compliance, Finance, and client -facing teams to ... Responsibilities:** + Own the development and execution of Private Wealth 's technology book of work + Lead...Qualifications:** + Bachelor's degree required + 8+ years of experience in Wealth /Asset Management or related financial… more
- HSBC (New York, NY)
- …or related field (or equivalent work experience ) + Proven experience in insurance sales, wealth management, private banking, or financial services + ... Wealth and Personal Banking Insurance Specialist Brand: HSBC...investment specialists, credit, trust, operations) to deliver a seamless client experience + Educate business partners through… 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
- S&P Global (New York, NY)
- …Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing ... initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings. This role will concentrate on developing compelling product… more