- M&T Bank (Hauppauge, NY)
- …13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth ... + Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and… more
- Bank of America (New York, NY)
- …* Prior experience required with a financial institution focusing on sales, preferably in the high net worth space * Strong verbal and written communication ... credit solutions to meet the unique needs of our ultra- high - net - worth clients. The purpose of...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Citigroup (New York, NY)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls + May prepare and… more
- Bank of America (New York, NY)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... interact with banking customers, small business owners and higher net worth clients alike. You'll be able...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Neuberger Berman (New York, NY)
- …track record of investments in mutual funds, UCITs funds, closed-end funds, institutional and high - net worth separate accounts. The team seeks to provide ... listed property market. The team consists of a Senior Portfolio Manager , Portfolio Manager , Associate Portfolio Manager and Associate. **Position Overview:**… more
- Neuberger Berman (New York, NY)
- …structural alignment with the long-term interests of our clients, who range from high - net worth individuals to pension funds to institutional investors. ... discern unique datasets to corroborate our fundamental work. As an active manager , Neuberger Berman believes that engaging with issuers on financially material… more
- Bard College (Annandale On Hudson, NY)
- …campus-wide partners + Working closely with Advancement Services and Director of IA, identify high net worth individuals and develop engagement strategies as ... Academy. Launched in 2015, Bard Academy is a two-year high school program with courses designed and taught by...IA, provide strategic guidance, messaging, and oversight to the Manager for Annual Giving & Alumni Relations + Maintain… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …Advisors. * Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. * ... periodic investment managers' reviews by third party and independent investment manager searches. * Generates periodic reports on investment analyses and peer… more
- Citizens (NY)
- Description Citizens Wealth Management offers innovative solutions tailored to high - net - worth individuals, families, and foundations. We are seeking a ... Additional Responsibilities: + Partner with Town Leader and Town Manager to secure funding for projects and programs. +...decisions and help them succeed. Create a positive and high -achieving culture. + Drive Outcomes: Raise the bar for… more
- KeyBank (Rochester, NY)
- …Trust Administration + Knowledge of and demonstrates capability to meet with clients of high net worth + Administers complex trust (ex: Special/Supplemental ... of decision making + Interprets investment decisions made by portfolio manager + Displays above-average understanding of income taxation of grantor, simple,… more
Recent Jobs
-
Rigger 1
- M. C. Dean (Caroline County, VA)
-
Facilities Project Manager (Pathology and Laboratory Medicine Business Office)
- University of Pennsylvania (Philadelphia, PA)