- 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 ... 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
- 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
- NTT America, Inc. (New York, NY)
- …inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our ... Services clients: https://us.nttdata.com/en/services/consulting-services/banking-and-financial-services-consulting **How You'll Help Us:** As a Wealth and Asset Management Consulting Senior Manager,… 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 (Jericho, 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
- 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 ... Establish a level of trust and confidence with Family Wealth clients while navigating into the trusted advisor... Wealth clients while navigating into the trusted advisor position **Sales** + Works closely with the Family… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… 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
- HSBC (New York, NY)
- …leadership Director, SVP level talent. The role-holder will act as a trusted advisor to senior business leaders and will deliver high-impact talent solutions, ... teams to ensure timely and high-quality outcomes + Act as a trusted advisor to senior leaders, providing competitor insight, market intelligence and guidance… 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
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of...function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability,… 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 and ... that arise as a result. Acts as sounding board and provides guidance to Wealth Academy to provide relevant process and technical knowledge as well as servicing best… more
- TD Bank (New York, NY)
- …team of enthusiastic colleagues dedicated to setting new industry standards. US Wealth Compliance acts as an independent regulatory compliance and conduct risk ... to ensure regulatory compliance. + Ensure compliance for the Digital Advisor platform, ensuring regulatory adherence and integration with core business functions.… more
- WTW (New York, NY)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... large client engagements and serving as a strategic advisor to clients in your areas of subject matter...solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align… more
- Bank of America (Melville, NY)
- Senior Relationship Manager Business Banking- Long Island, NY Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more