• Citi Wealth - Wealth Relationship Manager SAFE Act

    Citigroup (Hewlett, NY)
    …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
    Citigroup (07/18/25)
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  • Private Bank Relationship Manager

    NBT Bank (Williamsville, NY)
    …Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by ... Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision...an option to purchase additional long-term coverage. + Life Insurance : Employer-paid basic life insurance , with… more
    NBT Bank (07/11/25)
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  • Private Client Financial Advisor - Borough Park

    Citizens (Brooklyn, NY)
    …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... identify prospective opportunities. Primary responsibilities include + Develop a high -quality wealth management practice that provides a personalized wealth… more
    Citizens (08/11/25)
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  • Wealth Relationship Manager

    HSBC (Buffalo, NY)
    …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Officer and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals… more
    HSBC (08/10/25)
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  • VP, Wealth Management Officer

    Ballston Spa National Bank (Ballston Spa, NY)
    …to identify new business opportunities and deliver personalized financial solutions to high net - worth clients, focusing on investment management, estate ... attainment | Full Time | Comprehensive benefits package including medical, dental, life insurance , generous paid time off, a 401(k) Plan with a Company match and… more
    Ballston Spa National Bank (08/01/25)
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  • Wealth Regional Director - NY Metro (C16)

    Citigroup (Smithtown, NY)
    …has 115 branches across the NY Metro area with $500MM+ in revenue and a strong high net worth client base. + Individual will be responsible for setting ... the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance Specialists) to serve our clients more holistically. + Collaborate with… more
    Citigroup (07/12/25)
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  • Research Associate

    Neuberger Berman (New York, NY)
    …structural alignment with the long-term interests of our clients, who range from high - net worth individuals to pension funds to institutional investors. ... and personal respect through robust opportunities for internal advancement. High -performing Research Analysts can progress to portfolio management within Research… more
    Neuberger Berman (06/18/25)
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  • NB Alternatives Operational Due Diligence Analyst

    Neuberger Berman (New York, NY)
    …globally. **Position Overview:** NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... directly impacting overall investment decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment… more
    Neuberger Berman (05/15/25)
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  • Private Client Hedging & Monetization Support…

    Wells Fargo (New York, NY)
    …Private Client Hedging and Monetization group provides equity risk management strategies for high - net - worth clients and related entities. The team structures ... 401(k) Plan + Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident insurance + Parental leave + Critical caregiving… more
    Wells Fargo (08/10/25)
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  • Sr. Tax Accountant

    Robert Half Accountemps (Westbury, NY)
    …corporations, partnerships, and trusts + Lead tax planning and consulting projects for high - net - worth individuals and business entities + Interpret and apply ... expert who can manage complex tax engagements, oversee junior staff, and provide high -level guidance to clients or leadership teams. The ideal candidate brings a… more
    Robert Half Accountemps (07/25/25)
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