- Citigroup (Garden City, NY)
- …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends ... + Self-motivated and able to work independently + Strong relationship development and management skills + Expertise of general lending products and overall… more
- Wells Fargo (New York, NY)
- …with you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more areas ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or… more
- Citigroup (New York, NY)
- …informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are ... **Overview** Citi Wealth is a leading provider of financial solutions...firms and attorneys. From investment strategy, to banking, to lending and cash management we are here… more
- Bank of America (New York, NY)
- …compliance, regulatory and audit partners, and other functions that support the Global Wealth & Investment Management lending business **Skills:** + Advisory ... + Works closely with various internal clients and partners including product management , underwriters, document preparation groups, client facing personnel,… more
- Citigroup (New York, NY)
- …range of potential solutions including wealth structuring, insurance, trust management , and various investment and lending opportunities. This individual ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… more
- JPMorgan Chase (New York, NY)
- …offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management , you will create a culture ... commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge...promote Advisors + Drive integration with partners from Branch Management , Business Banking and Home Lending to… more
- JPMorgan Chase (New York, NY)
- …groups, including Consumer & Business Banking, Credit Card & Connected Commerce, Home & Auto Lending , Wealth Management , Product & Technology, HR, and ... projects that are of high priority to our senior management and are at the forefront of the industry....across LOBs and functional areas (eg, data science, finance, product , marketing) + Scope and structure projects + Lead… more
- JPMorgan Chase (New York, NY)
- …groups, including Consumer & Business Banking, Credit Card & Connected Commerce, Home & Auto Lending , Wealth Management , Product & Technology, HR, and ... projects that are at the top of our senior management 's agenda and at the forefront of the industry....across LOBs and functional areas (eg, data science, finance, product , marketing) + Structure and build quantitative and qualitative… more
- Citigroup (New York, NY)
- Citibank, NA seeks a Product Management Senior Lead Analyst for its New York, NY location. Duties: Drive efforts to dramatically improve our customers' ... Job ID# 25863927. EO Employer. Wage Range: $195,000.00 to $236,100.00 Job Family Group: Product Management and Develop Job Family: Product Management … more
- Citigroup (New York, NY)
- …Degree in Business or Finance, or CFA preferred. **Job Family Group:** Product Management and Development **Job Family:** Trade Structuring **Time Type:** ... investors to enhance their portfolio returns through intrinsic value securities lending , liquidity management , and collateral optimization. Citi's key strengths… more