- 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
- 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
- City National Bank (New York, NY)
- … ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's...WILL YOU DO? * Business Development serves as the wealth mgmt. point of contact for Personal & Business… 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
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. As a Senior Wealth Planner, you will work closely with high and ultra-high net worth ... Banking teams to provide outstanding client service. As our Senior Wealth Planneryou will: + Commitment to... Planner is a known expert in the professional advisor community, with a strong professional network and deep… more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... Enterprise sales in the US. + Work closely with senior sales management team to generate prospect client leads,...experience in selling complex enterprise SaaS + Knowledge of wealth platforms (home office and advisor facing… 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
- Deloitte (New York, NY)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... 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
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo Wealth and Investment Management is seeking a Senior Product Manager to join the Advisor Gateway Product Team. This role is ... military experience, education **Desired Qualifications:** + Experience in financial services, wealth management, or advisor platforms. + Strong understanding of… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is… more
- Citigroup (New York, NY)
- …**Job Description** The Citi's Wealth Strategy team serves as a trusted advisor to senior leadership to address high-impact strategic issues across Citi ... families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms… more
- JPMorgan Chase (New York, NY)
- …visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels (CWM and JPMA), Consumer ... The JP Morgan Wealth Management (USWM) business is focused on helping...deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives **Required… 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)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP Morgan ... assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables...for new product placement and asset raises. Engage at senior levels across all PWA clients and prospects, organizing… 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
- 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