- Tompkins Community Bank (Mount Kisco, NY)
- …leveraging referral networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across ... using structured processes and planning software. + Assemble and lead cross-functional client strategy teams. + Act as a...+ Minimum of five (5) years of experience in Wealth Management , Business Development, and Relationship … more
- Citigroup (New York, NY)
- …Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands. **Job Description:** The Investments Experience Lead will report ... Traditional and Alternative Investments, Insurance as well as Product Specialists and Wealth Planning professionals. The Investments Experience Lead will work… more
- Pioneer Bank (Albany, NY)
- …Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President - Wealth Management CLASSIFICATION: Full Time, Base + Commission BASE SALARY: ... to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for working with...exceed personal and branch team goals. + Takes a lead role in creating the Pioneer client experience with… more
- JPMorgan Chase (New York, NY)
- …across Chase's consumer lines of business - Consumer Bank , Business Bank , Wealth Management , Card Services, Connected Commerce, Home Lending, ... is responsible for strategic partnerships, investments, and acquisitions within Chase's Consumer Bank and Wealth Management organizations. The team has… more
- JPMorgan Chase (New York, NY)
- …rollout and adoption of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team leadership, ... The Business Development Manager - Team Lead leads a team of 14 Business Development...+ 10+ years of experience in business development, sales management , project management , or implementation leadership within… more
- TD Bank (New York, NY)
- …+ Generally leads a team focused on assigned audit and generally assumes the lead position on the audit, providing supervision and assignments to team members as ... for planning of audits + Responsible for contact with management regarding audit scope, status, and findings + Works...in Charge on an Audit + May participate and/or lead assigned special projects + Provides feedback on staff… more
- Neuberger Berman (New York, NY)
- …+ Desired knowledge of FinTech solutions and options in the market for Private Bank / Wealth Management business. + Familiarity with Vibe Coding concepts. + ... self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and… more
- 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**...best solutions are offered to our customers + Independently lead product launches or changes collaborating across the investment… more
- Citigroup (New York, NY)
- …In addition, this role will be responsible for helping to educate Citi Wealth 's global banker , investment counselor and financial advisor base on existing ... onboarding, and negotiation of evergreen product offerings for Citi Wealth clients. + Lead and support the...+ Provide timely and frequent updates to global senior management . + Understand and provide investment solutions to rapidly… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... person will have an expert understanding of the US wealth advisory and bank -channel industry, and direct...terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: +… more
Recent Jobs
-
Closet Factory Design Consultant/Sales Associate
- Closet Factory (Bethel, CT)
-
Consultative Coding Professional
- CenterWell (Columbia, SC)
-
Disability Specialist
- University of Pennsylvania (Philadelphia, PA)
-
Senior HR Business Partner
- NRG Energy, Inc. (Pittsburgh, PA)