- Citigroup (New York, NY)
- …informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are ... owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy,… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... **Citi Wealth Lending - Global Head of...investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth Business Management / Administration is a critical ... experience with a proven track record in a high-level management role within wealth management ...+ A deep understanding of financial products and markets, investment strategies, and banking services across segments + Must… more
- Neuberger Berman (New York, NY)
- …advisors, serving as the business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal to the ongoing Private ... **Position Overview** The Head of Private Wealth Platforms &...SMA/UMA structures, financial planning, proposals, analytics, and other core wealth management needs. + Lead the design… more
- HSBC (New York, NY)
- …as a wedge for access to centres of influence in tax, insurance and legal services. The Head of Wealth Planning and Advisory will lead a team of US based ... assets to identify opportunities to maximize client impact and wealth . Inclusive of investment advice, trust and...securities, insurance, pension plans and real estate. As our Head of Wealth Planning and Advisory you… more
- Neuberger Berman (New York, NY)
- …& Governance - Private Wealth ** **Location:** New York, NY **Department:** Private Wealth Management (PWM) **Reports to:** Head of Private Wealth ... ** Head of Business Control...business controls, risk management , audit, or compliance within Wealth Management , Private Banking, or a similar environment… more
- Citigroup (New York, NY)
- This role reports to the Global Head of Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including ... investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- JPMorgan Chase (New York, NY)
- …to guide them in their home lending financing needs. **US Mortgage Product** The Head of US Mortgage Product is responsible for comprehensive product management , ... including strategic planning, creation, design, launch, and lifecycle management of all US mortgage and HELOC products and...that enable the mortgage offering. Reporting to the Global Head of Mortgage Solutions, the Head of… more
- Citigroup (New York, NY)
- …range of potential solutions including wealth structuring, insurance, trust management , and various investment and lending opportunities. This individual ... globe providing a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is responsible for leading a group of… more