- Charles Schwab (New York, NY)
- …solving, helping us "challenge the status quo" and transform the finance industry together._ As a Sr . Manager , Wealth Advisor within Schwab Wealth ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- 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 ... at the center of everything we do. As a Senior Wealth Advisor , you will...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- NTT America, Inc. (New York, NY)
- …apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our team in New York City, New York (US-NY), ... As a Wealth and Asset Management Consulting Senior Manager , your role is pivotal in...between our firm and our clients. As a trusted advisor , you will not only help clients navigate complex… more
- Citigroup (New York, NY)
- … management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. ... Citi Global Wealth brings together the full power of Citi...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.)… more
- KeyBank (New York, NY)
- …New York, New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families ... activities of the service team including the Investment Consultant, Portfolio Manager , Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.) + Organize… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... is a producing- manager role that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of investment counselors,… more
- Robert Half Finance & Accounting (New York, NY)
- …at the SEC, an asset manager , compliance consultancy firm or investment advisor / wealth manager . The candidate must have Compliance Testing experience ... midtown Manhattan office. Reporting to the Head of Core Compliance/ Senior Counsel, the role covers the whole compliance program...asset manager , compliance consultancy firm or investment advisor / wealth manager + Compliance Testing… more
- Citigroup (New York, NY)
- The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter ... result. Acts as sounding board and provides guidance to Wealth Academy to provide relevant process and technical knowledge...Responsible for coordinating resources and support tools for new Advisor and Relationship Manager recruits to onboard… more
- Wells Fargo (New York, NY)
- …seamless experience for Advisors and Client Associates. Wells Fargo is seeking a ** Senior Product Manager ** to join our Client Relationship Management Group to ... role:** The **Client Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and… more
- Scotiabank (New York, NY)
- …status and examination results, and departmental performance and initiatives. The Senior Manager is a dynamic, innovative, and trusted advisor who uses data ... Senior Manager , GBM Audit COO Office...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,… more
- Scotiabank (New York, NY)
- …and regulatory guidelines to the performance and review of audits. The Senior Manager is a dynamic, innovative, and trusted advisor who uses data to deliver ... Senior Manager , Data Scientist **Requisition ID:**...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,… more
- Bank of America (New York, NY)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of ... Merrill Market Client Relationship Manager New York, New York **Job Description:** This...delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working… more
- Broadridge Financial Solutions (Newark, NJ)
- …helping others along the way, come join the Broadridge team. As the Product Manager for Ops Enablement you will drive the digital transformation of operations and ... administrative workflows across Wealth Management. You will contribute to the platform strategy...prioritization, investment decisions and roadmap reviews. + Partner with senior product and operations leaders to document key workflows… more
- CIBC (New York, NY)
- …CIBC US provides tailored commercial and commercial real estate banking, private wealth management, personal and small business financial solutions, as well as ... to serve clients coast to coast. To be the best-in-class, commercial and wealth management financial institution in the United States with seamless connectivity to… more
- JPMorgan Chase (Jersey City, NJ)
- We are on the lookout for a talented Audit Manager to join our Asset Management Internal Audit team. This is your opportunity to play a crucial role in enhancing our ... organization's governance and operational excellence! As an Audit Manager within our Asset Management Internal Audit Team, you will execute the annual audit plan,… more
- T. Rowe Price (New York, NY)
- …in assets under management globally (as of March 31, 2025). The Wealth Management distribution group strives to build strong long-term relationships through ... of Oak Hill Advisors (OHA), a leading alternative credit manager accelerating T. Rowe Price's expansion into alternative markets,...producing advisors within each sales region. + Work with senior leadership across T. Rowe Price and Oak Hill… more
- City National Bank (New York, NY)
- …as well as external clients (Beneficiaries, CPAs, Attorneys, Banker, Financial Advisor , Portfolio Manager , etc.) to ensure all closing relationships ... activity for coding/tax treatment accuracy. * Gather/submit pertinent facts to the Senior Trust Advisor regarding situations requiring the use of fiduciary… more
- JPMorgan Chase (New York, NY)
- …and delivery of all required finance and business support. As a Business Manager VP within the Transaction Development Group, you will serve as a reliable ... and resources to establish the firm as a strategic advisor . Your role will involve interfacing across the Global...clients across private equity, strategics, family offices, and sovereign wealth funds. You will be uniquely positioned to generate… more