- Citigroup (New York, NY)
- …and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and ... competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across… more
- Citigroup (New York, NY)
- …and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and ... competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across… more
- BlackRock (New York, NY)
- …or experience as a wealth advisor a plus + Minimum 5 years in wealth management , law firm, public accounting, or similar roles + Expertise in the following ... fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth...and external webinars and events + Interact with portfolio management , research, business development and clients + Stay current… more
- Citigroup (New York, NY)
- …products and services . The Escrow Product head will have significant management responsibilities, including management of people, budget and planning, to ... _The Head of Escrow Services (LFG) is a senior level responsible for...strategy and new business origination in areas managed. Full management responsibility for multiple teams across several locations, including… more
- JPMorgan Chase (New York, NY)
- **About JP Morgan:** JP Morgan is a global leader in financial services , committed to delivering exceptional solutions and advice to meet our clients' needs ... 160 years of experience, JP Morgan Private Bank provides top-tier advice, service , capabilities, and products to affluent individuals and families globally. We offer… more
- JPMorgan Chase (New York, NY)
- …Head of US Mortgage Product is responsible for comprehensive product management , including strategic planning, creation, design, launch, and lifecycle management ... years of experience or equivalent expertise in end-to-end product management with mortgage origination/industry experience, including deep subject matter expertise… more
- KeyBank (Amherst, NY)
- …testing techniques; management experience preferred. + Demonstrated in-depth knowledge of wealth management products and services (eg - trust, private ... organizations, banking systems, and compliance programs obtained through prior roles in wealth management , trust, or fiduciary services risk management… more
- BankOnBuffalo (Buffalo, NY)
- …work with others to achieve excellent results by demonstrating: + Leadership- Be the Wealth Management Leader by driving business for your division + Integrity- ... Wealth Advisors Job Type Full-time Description The Wealth Partner Team Leader provides outstanding personalized service...education and/or experience. Minimum of 7 years' experience in Wealth Management or a related field required.… more
- KeyBank (New York, NY)
- …issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, ... and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate...responsible for the coordination and delivery of all Family Wealth services and ensures the client receives… more
- EPAM Systems (New York, NY)
- …like you, this could be the perfect opportunity to join EPAM as a **Senior Director , Account Management (Financial Services )** . Scroll down to learn more ... problems. Years of expertise in a combination of information technology, retail banking, wealth management , asset management , and capital markets. If this… more