- JPMorgan Chase (New York, NY)
- … Wealth Services offers a comprehensive suite of solutions tailored to assist ultra- high - net - worth families in navigating the complexities of family ... Description** We are seeking a dynamic and motivated **Family Wealth Services Program Manager** to join our Family ...in luxury brands, hospitality or concierge services aimed at ultra- high - net - worth clients + Experience in… more
- Citigroup (New York, NY)
- …and CIO leadership teams. Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth ... - CIO will report directly into the COO for Wealth and Matrix report into the CIO for ...and implementation of the optimal operating model within a high growth business. This role is responsible for the… more
- JPMorgan Chase (New York, NY)
- …management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra- high net ... **2026 Asset & Wealth Management Global Private Bank LatAm - Summer...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Neuberger Berman (New York, NY)
- …Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise high - net - worth clients on all aspects of trust and estate planning, ... in law and/or wealth management preferred + Proven ability to manage complex, high - net - worth relationships with a focus on trust and estate planning +… more
- 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,...capabilities and products to High and Ultra High Net Worth (H/UHNW) individuals… more
- M&T Bank (New York, NY)
- …13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- 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
- JPMorgan Chase (New York, NY)
- …on strategy development, recovery testing, crisis management, and governance. Our division serves institutional, ultra- high net worth , high net ... worth , and team member clients through Asset and Wealth Management services. We lead strategic projects in AI...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- M&T Bank (Hauppauge, NY)
- …11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- 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