- Citigroup (Huntington, 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
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and ... affiliate channels, including TD Ameritrade Institutional and Retail [consumer only] platforms. The Senior Wealth Lending Advisor is at the center of the TD … more
- M&T Bank (Hauppauge, 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)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our… more
- TIAA (New York, NY)
- …The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their most critical strategic and ... Strategy team from other areas of the firm. The Wealth Management Strategy Associate helps to drive key projects...and other internal consulting initiatives. Associates work closely with Senior Directors and MDs on the team in conducting… 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 (New York, NY)
- Senior Consultant, Industry Solutions, Wealth Management What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, and ... experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching,… more
- Capco, a Wipro Company (New York, NY)
- …passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to ... transform the way wealth and asset managers service their clients. As technology...insights into industry and customer dynamics. + Client & Advisor Experience: Transformation of client & advisor … more
- ServiceNow, Inc. (New York, NY)
- …Capital Markets industry solutions. The candidate will be the regional contact for Wealth & Asset Management, engaging with senior stakeholders to elevate ... better for everyone. Job Description The Global Head of Wealth & Asset Management (GTM) is a role that...advisor relationships with customers and sales teams; advise senior leaders on strategy, messaging, and engagement. . Experienced… more
- JPMorgan Chase (New York, NY)
- …exceptional customer service and cultivating strong relationships. As a Supervisory Senior Associate in the Solutions Supervisory team, you will support our ... regulations. You will conduct deep dives into brokerage and registered investment advisor (RIA) activities, investigate root causes of triggered reviews, and attend… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional… more
- JPMorgan Chase (New York, NY)
- …define, focus and realize their goals. **Role Summary** The Head of Private Wealth Alternatives Client Service Team is a senior leadership role responsible ... to delivering exceptional client service. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team to support client onboarding… more
- JPMorgan Chase (New York, NY)
- …the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial ... those just starting to save to those with significant wealth . You will provide an exceptional investor experience by... management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients. **Job… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Specialty Asset Advisor to join the Specialty Asset Management organization within Wealth & Investment ... asset management for a large region of Wells Fargo Wealth and Investment Management + Capture sizable new specialty...and oversight of real estate acquisitions on behalf of wealth management clients in the region in accordance with… more
- JPMorgan Chase (New York, NY)
- …changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such ... create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and… more
- JPMorgan Chase (New York, NY)
- …create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and ... regulatory, and location strategy. The team works cross-functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance,… more
- Citigroup (New York, NY)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Wellington (New York, NY)
- …Specific responsibilities include but are not limited to: + Setting the long-term advisor education strategy for Wellington's US Wealth line of business and ... including defining the Continuing Education (CE) and accreditation approach; + Developing Wellington's advisor education program for the US Wealth channel; and +… more
- Guardian Life (New York, NY)
- …**You will** + Manage all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams to deliver seamless and world ... Guardian life is seeking an Advisor Transitions Specialist who will be a critical...and external partners, including financial professionals, general agents, and senior management + Excellent with time management and have… more
- Wells Fargo (New York, NY)
- Wells Fargo is seeking a ** Senior Lead Designer** to join the User Centered Design Team within the Advisor Platforms Product Management organization to lead the ... of our **Salesforce Client Relationship Managemen** t product suite within our advisor platforms. The Advisor Platforms Product Management group leads the… more