- City National Bank (New York, NY)
- …improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy ... a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an...functionality aligned with the overall product roadmap and will lead software development teams and partner closely with the… more
- UMB Bank (Albany, NY)
- …guidance and oversight to IT processes, projects, capacity, and risk management functions to ensure appropriate strategies, policies and controls are executed ... to achieve this goal. As a **Senior Project Manager** , you will lead multiple enterprise projects interacting with cross-functional teams comprised of internal &… more
- Citigroup (New York, NY)
- Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to ... aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank , Wealth at Work and Citigold Wealth Businesses + Develop… more
- Berkshire Bank (Rome, NY)
- …Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Resolves routine and complex ... client issues or problems. Lead through lobby management , ensure prompt welcomes...in order to achieve branch goals and support all bank -wide initiatives. Perform outreach to clients for such initiatives… more
- Wells Fargo (New York, NY)
- …of financial and investment services. We offer a full range of personalized wealth management , investment, planning, and retirement products and services to help ... **Wells Fargo** . It all begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the United States' leading… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Support Lead - US Commodities, FX Options & Derivatives Technology- JOB:The Bank of Nova Scotia seeks Application Support Lead - US Commodities, FX… more
- Citigroup (New York, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and ... **Overview of Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and...together. **Overview of the Role:** The Digital Design Engineering Lead Analyst is a strategic professional who stays abreast… more
- Citigroup (New York, NY)
- …Private Bank , Financial Institutions), product heads (Markets, Banking, Services, Wealth , US Personal Banking), and geographical leads (country and cluster CEOs) ... The Client Data & Returns Attributions Lead Analyst is a VP level position under...team. This team is focused on enhancing the client management dimension across all of Citi, delivering timely and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Senior Manager, Business Risk Management US GTB **Requisition ID:** 229447 **Salary Range:**...their team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge; + Lead … more
- Citigroup (Smithtown, NY)
- …assigned branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management , Mortgage) + Partner with cross retail segment Area peers ... The Business Banker is responsible for proactively sourcing, acquiring, expanding,...spanning Wealth Management , Consumer and Mortgage and initiate… more