- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly responsible to drive growth, increase… more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director , Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by Institutional investors… more
- Citigroup (New York, NY)
- ** Director , Wealth Communications** The Enterprise Services and Public Affairs (ESPA) team's mission is to enhance how our internal and external stakeholders - ... Newsletter, etc.) + Drive a strategic media relations strategy for Citi Private Bank, Citigold, Wealth ...relations strategy for Citi Private Bank, Citigold, Wealth at Work through proactive media engagement, executive communications… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , ... - CIO will report directly into the COO for Wealth and Matrix report into the CIO for ...experience + Master's degree preferred **Job Family Group:** Business Strategy , Management & Administration **Job Family:** Business Execution &… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- BlackRock (New York, NY)
- …and solution set + Provide internal and external thought leadership on after-tax wealth strategy solutions + Participate in internal and external webinars and ... deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations....role with two sets of overlapping responsibilities. The After-Tax Wealth Strategist has the key directive of explaining the… more
- JPMorgan Chase (New York, NY)
- …product strategy for digital planning and advice capabilities, including wealth planning, estate planning, executive tools (proxy review and updated stock plan ... of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution… more
- JPMorgan Chase (New York, NY)
- …provide you with the opportunity to take your career to the next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate, ... planning needs are identified and met through a comprehensive understanding of their wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients… more
- Citigroup (New York, NY)
- …Escrow Services (LFG) is a senior level responsible for executing functional strategy and new business origination in areas managed. Full management responsibility ... unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction… more