• Wealth Strategist (Financial Planner)

    City National Bank (New York, NY)
    …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in...explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and… more
    City National Bank (06/06/25)
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  • Wealth Regional Director - NY Metro (C16)

    Citigroup (Smithtown, NY)
    The Wealth Regional Director is a senior leader within the US...NY Metro area with $500MM+ in revenue and a strong high net worth client base. + ... Wealth Management Business managing multiple teams of ...alignment with business growth strategies. + Build and nurture high powered sales teams through coaching and strategic leadership… more
    Citigroup (07/12/25)
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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 ... A minimum of five years' experience in investments required, coupled with high wealth fiduciary responsibilities. Must be a self-starter and have a demonstrated… more
    Ballston Spa National Bank (08/01/25)
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  • PWM Wealth Strategist

    US Bank (New York, NY)
    … Management Advisor to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery ... you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for...Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of… more
    US Bank (07/04/25)
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  • Attorney - Consumer Banking & Wealth Mgmt

    Bank of America (New York, NY)
    …advice to the Global Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters including ... Attorney - Consumer Banking & Wealth Mgmt Charlotte, North Carolina;Atlanta, Georgia; Jacksonville, Florida;...**Responsibilities:** + Analyzes legal issues and implications related tohigh net worth lending products and services +… more
    Bank of America (06/27/25)
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  • Senior Trust Advisor - Truist Wealth

    Truist (New York, NY)
    …job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the ... broader client facing wealth team to expand existing relationships and capture new...governance solutions. + Demonstrated ability to advise and deliver ultra- high net worth families on… more
    Truist (05/31/25)
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  • JP Morgan Advisors - Relationship Manager

    JPMorgan Chase (New York, NY)
    JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... of a dedicated wealth management business and the global resources of one...Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends… more
    JPMorgan Chase (07/10/25)
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  • Risk Management - Chief Credit Officer…

    JPMorgan Chase (New York, NY)
    …structures, negotiating, credit analysis, and portfolio management. + Advanced knowledge of the high net worth industry and financial markets. + Superior ... Managing Director, Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a...skills. **Preferred qualifications, capabilities, and skills:** + Experience with high net worth lending and… more
    JPMorgan Chase (06/15/25)
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  • Wealth Management Solutions, Trust…

    JPMorgan Chase (New York, NY)
    …leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
    JPMorgan Chase (07/25/25)
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  • Wealth Management Solutions, Trust…

    JPMorgan Chase (Rochester, NY)
    …Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive ... deepen trust account relationships New Business + Partnering with Wealth Advisors with respect to the vetting and pricing...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
    JPMorgan Chase (08/01/25)
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