- Citigroup (New York, NY)
- …driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... a team + Strong presentation skills + Previous experience in client facing roles in Banking or Wealth (both a plus) + Problem solving & change management skills… more
- Citigroup (New York, NY)
- …Citi Wealth . Lending provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our ... team provides lending solutions across all three client segments including Citi Private Bank, Wealth ...partner with the respective segment leadership teams to drive engagement and solutions, with lending product leads, for our… more
- City National Bank (New York, NY)
- …team. * Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues ... * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and...process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation,… more
- BlackRock (New York, NY)
- …across the globe, as well as BlackRock's wealth and manufacturing teams. Our client engagement team is responsible for these clients, helping them to achieve ... are looking for a candidate to join the Aladdin Wealth Tech Client Engagement team...in the wealth ecosystem to ensure Aladdin Wealth Tech solutions are integrated with advisor… more
- Deloitte (New York, NY)
- …state efficiency and experience improvements + 1+ year(s) of experience supporting wealth management client segmentation and pricing strategy initiatives + ... Senior Consultant, Industry Solutions, Wealth Management What we do Join our AI...leverages cutting-edge engineering capabilities to build, deploy, and operate integrated /verticalized sector solutions in software, data, AI, network, and… more
- JPMorgan Chase (Jersey City, NJ)
- …of products and solutions. Our strategy is to create solutions that deepen client and advisor engagement , increase scale and profitability, attract new clients ... The My JPM Wealth Plan team develops industry-leading solutions that enable...advisor. The team is tasked with creating a fully integrated , elegant, and seamless end-to-end experience for clients and… more
- City National Bank (Jersey City, NJ)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- Live Nation (New York, NY)
- …sounds like you then please read on! THE JOB The Live Nation Integrated Marketing team leads the charge in developing bold, insight-driven marketing proposals that ... assets, and products (including experiential activation, digital/mobile media, social engagement , and content). + Compose clear, concise, and visually engaging… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll ... in enabling the advisors to convert those participants into wealth management clients. If you are a collaborative team...Morgan is the place for you. As an Advisor Engagement Manager, you will lead the strategy and execution… more
- Bank of America (New York, NY)
- …individual with exceptional interpersonal skills * Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- WTW (Short Hills, NJ)
- …by expanding the business with mid- and large-sized organizations, including providing integrated service offerings to our existing client list which includes ... include analytics, pre-renewal strategy, CRB's (Corporate Risk & Broking) Engagement 365 approach, impeccable client service, and...expertise in the HC&LS Industry Vertical and uses our wealth of data to create and differentiate WTW through… more
- KeyBank (New York, NY)
- …a strategic and collaborative advisor and team member across the Commercial, Wealth and Institutional lines of business, working to proactively identify and execute ... Team. In this role you will support the development and execution of integrated communications plans that tell KeyBank's story across North America. You will work… more
- Broadridge Financial Solutions (New York, NY)
- …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... for our clients, including asset managers, with solutions for enriching engagement , navigating risk, optimizing efficiency, and growing revenue. Our integrated… more
- Broadridge Financial Solutions (Newark, NJ)
- …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... for critical operations across the trade lifecycle by leveraging AI solutions integrated with Broadridges leading product capabilities. This is a key leadership… more
- HSBC (New York, NY)
- …HSBC's state-of-the-art studio, camera equipment, podcast studio, and integrated communications capabilities to deliver high-impact storytelling, thought leadership, ... and own a unified US content strategy across Commercial & Institutional Banking, Wealth & Personal Banking, and enterprise functions + Serve as a central partner… more
- Broadridge Financial Solutions (Newark, NJ)
- …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... work + Competent working in one or more environments highly integrated with an operating system. + Experience implementing and administering/managing technical… more
- BlackRock (New York, NY)
- …stakeholders. + Demonstrated interest in financial services, digital marketing, or client engagement . + Proficiency in Microsoft Office; familiarity with ... dynamic and adaptable Marketing Generalist to join our Global Marketing & Digital Wealth (GM&DW) team as part of the 2025-2026 Career Returner Program. This 6-month… more