- Truecare Homecare Agency (Brooklyn, NY)
- …+ Market Expansion: Identify and pursue new referral channels within high - net - worth communities, including luxury senior living, concierge medical ... skills. + Familiarity with the needs and expectations of high - net - worth families and private care...worth families and private care referral networks. For Senior Outreach & Marketing Lead (10+ Years Experience): +… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and...ideally in a Credit Card related role in a High Net Worth or Ultra… more
- Citigroup (New York, NY)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment...to meet the financial needs of our Affluent and High - Net Worth clients, including a… more
- Neuberger Berman (New York, NY)
- …largest Private Asset Management teams, the Senior Estate Planner will advise high - net - worth clients on all aspects of trust and estate planning, ... relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and...wealth management preferred + Proven ability to manage complex, high - net - worth relationships with a focus… more
- JPMorgan Chase (New York, NY)
- …on strategy development, recovery testing, crisis management, and governance. Our division serves institutional, ultra- high net worth , high net ... responsibility for risk management within our organization. As a Senior Associate in the Asset Wealth Management - Business...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- M&T Bank (New York, NY)
- …higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client ... segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#LI-LA1 \#Wilmingtontrust… more
- TD Bank (New York, NY)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... manage regulatory compliance risk and conduct risk;** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support and… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk. Join us as a Senior Executive Underwriter, Primary Casualty to play your part... member of the team, you will set a high standard of customer service to brokers and clients… more
- Citigroup (New York, NY)
- …globally so experience in areas of technology and wealth (investment, private bank, high net worth banking) preferred.** **Job Family Group:** Internal ... The Audit Director is a senior level management position responsible for contributing to...contributions, and oversee audit's coverage and reporting on common high risk areas + Provide independent assurance on the… more
- Deloitte (Rochester, NY)
- UKG HRCO WFM Senior Manager Are you passionate about helping clients realize their ROI related to technology transformations? Do you love finding the right support ... UKG Technical Architecture, including exposure to the Boomi integration layer and UKG's net new platform technologies (LLM, FLEX, Bryte). + 8+ years of experience in… more