• Citi Wealth - Wealth Relationship Manager…

    Citigroup (Queens, NY)
    …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
    Citigroup (09/23/25)
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  • Northeast Zonal Manager - Environmental

    AIG (New York, NY)
    …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... customers to manage risk. Join us as an Underwriting Manager , Northeast Zone to play your part in that...procedures and techniques. + Marketing and sales experience. + High level negotiations skills. + Good communication and interpersonal… more
    AIG (07/29/25)
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  • Ukg Hrco WFM Senior Manager

    Deloitte (Rochester, NY)
    UKG HRCO WFM Senior Manager Are you passionate about helping clients realize their ROI related to technology transformations? Do you love finding the right support ... UKG Technical Architecture, including exposure to the Boomi integration layer and UKG's net new platform technologies (LLM, FLEX, Bryte). + 8+ years of experience in… more
    Deloitte (09/13/25)
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  • Investment Analytics & Trade Monitoring…

    City National Bank (New York, NY)
    …US* City National Rochdale (CNR) partners with financial advisors and their high - net - worth clients to build intelligently personalized investment portfolios. ... CNR provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. *WHAT IS THE OPPORTUNITY?* The VP - Investment Analytics and Trade Monitoring will establish and develop… more
    City National Bank (09/04/25)
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  • Tax Director/ Manager

    Robert Half Finance & Accounting (Latham, NY)
    …comprehensive tax and financial planning to the firm's clients. Requirements Experience completing high net worth individual tax returns is required, and ... management firm with $500+ AUM is seeking a Tax Director/ Manager to join their growing firm. In this role...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
    Robert Half Finance & Accounting (09/04/25)
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  • Private Bank Relationship Manager

    NBT Bank (Williamsville, NY)
    …Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by ... + Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision Coverage : Ensuring… more
    NBT Bank (07/11/25)
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  • Senior Group Manager , Internal Audit

    Citigroup (New York, NY)
    …globally so experience in areas of technology and wealth (investment, private bank, high net worth banking) preferred.** **Job Family Group:** Internal ... outlining IA's contributions, and oversee audit's coverage and reporting on common high risk areas + Provide independent assurance on the design and operating… more
    Citigroup (09/17/25)
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  • Delivery Tax Manager - Global Employer…

    Deloitte (Jericho, NY)
    …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
    Deloitte (07/31/25)
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  • Senior Wealth Advisor SAFE Act - Downtown…

    Citigroup (New York, NY)
    …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
    Citigroup (09/04/25)
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  • Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, NY)
    …for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net - worth ... contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete and positive client...needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax,… more
    KeyBank (08/21/25)
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