- Citigroup (Brooklyn, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (New York, NY)
- …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (Hewlett, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (New York, NY)
- …Science, or related field; advanced degree preferred. **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time Type:** ... Product Owners and Product Lead to build solutions for advisor engagement and scale + Define and communicate a...work collaboratively with cross-functional teams. + Strong understanding of client engagement and wealth management processes. +… more
- Wellington (New York, NY)
- …Specific responsibilities include but are not limited to: + Setting the long-term advisor education strategy for Wellington's US Wealth line of business and ... including defining the Continuing Education (CE) and accreditation approach; + Developing Wellington's advisor education program for the US Wealth channel; and +… more
- KeyBank (Syracuse, NY)
- …onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. ... and participate in the development of sales presentations, annual wealth reviews, and other materials for client ...annual wealth reviews, and other materials for client meetings. + Schedule internal and external meetings (Pre… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
- Citigroup (New York, NY)
- …selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
- NBT Bank (Williamsville, NY)
- …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private ... financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other… more
- Citigroup (New York, NY)
- …delivering financial results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's overall ... help achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for… more