- 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
- 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 ... TD Ameritrade Institutional and Retail [consumer only] platforms. The Senior Wealth Lending Advisor is...and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act), 12 USC || 5102 et seq., and… 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
- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- Neuberger Berman (New York, NY)
- …team, you will play a key role in supporting Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience ... We are seeking a talented **C# Full Stack Senior Developer** with a proven track record in...for greater development efficiency-required. + Understanding of the Private Wealth asset management industry is a plus + Strong… more
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... divisions at wellsfargojobs.com. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as providing… more
- Broadridge Financial Solutions (New York, NY)
- …Broadridge team. Broadridge is Growing! We are seeking a highly skilled and experienced Senior Architect, Solution Engineer & Sales Enablement to join our team. As a ... Senior Architect, Solution Engineering & Sales Enablement, you will...our solutions + Customer Advocacy: Act as a trusted advisor to customers, building strong relationships and providing ongoing… more
- Bank of America (New York, NY)
- Senior Relationship Manager Business Banking- New York City, New York New York, New York **Job Description:** At Bank of America, we are guided by a common purpose ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Bank of America (Melville, 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)
- The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Bank of America (Melville, NY)
- …Commercial Banking Team! The Bank of America Middle Market segment is seeking a Senior Relationship Manager to join our Melville, NY Team. The Middle Market segment ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more