- TIAA (Stamford, CT)
- Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for ... portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of… more
- Citigroup (Smithtown, NY)
- …focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail Bank, Commercial ... Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients receive the...those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance Specialists) to serve… more