- Citigroup (New York, 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 (New York, 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
- 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
- Deloitte (Morristown, NJ)
- …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
- Citigroup (New York, NY)
- Citi Wealth is a unified wealth platform that serves clients across the wealth continuum. The Wealth business serves ultra-high-net-worth individuals and ... segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global ...Lead Analyst will act as a trusted and strategic advisor to the lending product leadership. The Financial Planning… more
- Citigroup (New York, NY)
- …in the development of all team members.** **Serve as AML Representative to Senior Governance meetings for including the Wealth Product Approval Committee. ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- Citigroup (New York, NY)
- …materials. + Coordinates Annual Investment Planning Requests. + Acts as a senior advisor to the Head of Cyber for Wealth and Legacy Franchise and Leadership ... **This is a senior role responsible for leading and managing the...and managing the cyber portfolio and service delivery for Wealth and Legacy Franchise within the Business, Functions &… more
- M&T Bank (Iselin, NJ)
- …activities throughout the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and execute strategy ... personnel to ensure processes are completed in an accurate and timely manner. The Senior Compliance Advisor operates under the firm's second line of defense… more
- CIBC (New York, NY)
- …CIBC National Trust Company, NA, an OCC licensed trust company, CIBC Private Wealth Advisors, Inc., an SEC registered investment advisor , and CIBC Delaware ... second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of business by… more
- Bank of America (New York, NY)
- Global Financial Crimes Executive - Global Wealth and Investment Management Front Lines New York, New York;Charlotte, North Carolina; Pennington, New Jersey **Job ... us! The Global Financial Crime ("GFC") Executive - Global Wealth and Investment Management "GWIM" contributes to the direction...guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR")… more
- Deloitte (Morristown, NJ)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... pursuits. 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
- JPMorgan Chase (New York, NY)
- …You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage all your skills. Our nine-week program kicks off ... expertise. As a Summer Analyst within the Asset and Wealth Management Global Private Bank team, you will be...means joining a collaborative, supportive team. As a future Advisor you'll work with our team of advisors and… more
- JPMorgan Chase (New York, NY)
- **Organization Description** JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional… more
- S&P Global (New York, NY)
- …use):** 12 **Director, Global Sanctions & Financial Crimes Compliance Program Advisor ** **About the Role:** **Responsibilities and Impact:** **The Impact:** + The ... Director, Global Sanctions & Financial Crimes Compliance Program Advisor will report to and work directly with the...on a regular basis to assist in reporting to senior management and the Board of Directors on the… more
- Citigroup (New York, NY)
- …partner to senior management or key regional management and/or primary advisor to senior business stakeholders, functional partners (eg, IRM, ICRM, Finance), ... regulatory issues, and legislative and rulemaking efforts. + Key strategic partner to senior management and/or primary advisor to senior business… more
- WTW (New York, NY)
- …Global Finance Partners. The Senior Financial Analyst will serve as a trusted advisor to the North American Leadership Teams for EX and W&R. They will have ... our Financial Planning & Analysis (FP&A) Practice within Health Wealth and Careers Finance and will report jointly to...**The Role** + Act as a key strategic financial advisor to the North America EX and W&R business… more
- Bank of America (Fort Lee, NJ)
- Senior Business Manager Fort Lee, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... to make a difference. Join us! **Job Description:** The Senior Business Manager role is a key contributor to...Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related… more
- Bank of America (Jersey City, NJ)
- Senior IRA Product Specialist Pennington, New Jersey;Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... procedure manuals, partner with Operations and other ad hoc issues The Senior IRA Product Specialist role within theInvestment Products & Personal Retirement… more
- KPMG (Short Hills, NJ)
- **Business Title:** Manager/ Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 61 **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)
- Business Banking Relationship Manager/ Senior Relationship Manager - New York, New York New York, New York **Job Description:** At Bank of America, we are guided by a ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more