• Chief Operating Officer - Wealth

    Citigroup (New York, NY)
    …markets, lending, and capital solutions. Our comprehensive reach spans the US Retail Bank, Citigold/Citi Private Client , Wealth at Work, and the Private ... **The Business:** Citi Wealth is one of Citi's five core businesses...platforms through effective Business Execution in support of our client -facing and product businesses, budget and expense management, Risk… more
    Citigroup (12/19/25)
    - Related Jobs
  • Senior Estate Planner - Wealth Advisory…

    Neuberger Berman (New York, NY)
    **Position Overview:** As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise ... will leverage technology to scale and organize advisory content. Strengthening client relationships, supporting wealth and investment strategy implementation,… more
    Neuberger Berman (12/13/25)
    - Related Jobs
  • JPMorgan Private Client - Head…

    JPMorgan Chase (New York, NY)
    This role is responsible for driving JP Morgan Private Client Business Development, ensuring exceptional client experiences and the growth of the Private ... of the Affluent leadership team, shaping the future of client relationships at JPMorgan Key Responsibilities +...define and refine the strategic direction for JP Morgan Private Client , ensuring alignment with broader organizational… more
    JPMorgan Chase (12/10/25)
    - Related Jobs
  • Wealth Management, Product Development,…

    JPMorgan Chase (New York, NY)
    …AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and ... ** Wealth Management, Product Development, Vice President** Description JPMorgan...managing the product lifecycle across these programs and driving key strategic changes to streamline offerings across the channels.… more
    JPMorgan Chase (10/24/25)
    - Related Jobs
  • Wealth CIO - Digital Assets Specialist…

    Citigroup (New York, NY)
    …engaging clients and leadership. + Bachelor's degree required. **Job Family Group:** Private Client Product Services **Job Family:** Investment Capital Markets ... **About the Digital Assets Group** The Citi Wealth Digital Assets team serves as subject matter experts, driving the strategic development and implementation of… more
    Citigroup (10/28/25)
    - Related Jobs
  • Wealth - Wealth at Work - Banker…

    Citigroup (New York, NY)
    …**Education:** + Bachelor's degree required, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time ... will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and establish contact with… more
    Citigroup (10/30/25)
    - Related Jobs
  • Private Client Financial Advisor…

    Citizens (Irondequoit, NY)
    …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... management strategy. + Enhance and preserve relationships with key partners to boost client introductions and...boost client introductions and engagement. + Proactive client and prospect outreach promoting Citizens Wealth more
    Citizens (01/04/26)
    - Related Jobs
  • Wealth CIO - Digital Assets Specialist…

    Citigroup (New York, NY)
    …and market microstructure. + Multiple languages preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Capital Markets ... **About the Digital Assets Group** The Citi Wealth Digital Assets team serves as subject matter...produce insights, and coordinate across product, legal, compliance, and client engagement teams. Key Responsibilities + Support… more
    Citigroup (10/28/25)
    - Related Jobs
  • SVP, Chief Risk Officer - Private

    Raymond James Financial, Inc. (New York, NY)
    …relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset ... risk committees. . Collaborates with the business and other key stakeholders to evaluate the risk associated with potential...of risks and regulations in all aspects of the Private Client and Asset Management . Risk… more
    Raymond James Financial, Inc. (10/30/25)
    - Related Jobs
  • Wealth Planning Content Marketing, Senior…

    JPMorgan Chase (New York, NY)
    The Private Bank's Global Insights program is designed to deliver industry-leading insights to Private Bank clients and prospects on the most relevant wealth ... our goals. As a Global Planning Content Marketing Senior Associate within the Private Bank, you will work closely with the business, subject-matter experts, and… more
    JPMorgan Chase (10/24/25)
    - Related Jobs