- Citizens (New York, NY)
- …Director with sector expertise and transaction experience in FIG - RIA/ Wealth Management . The Managing Director is responsible for leading all phases ... and drive new business origination and prospecting efforts. The Managing Director plays an integral role in...Citizens' efforts to build a leading advisory position within RIA/ Wealth Management and other responsibilities include strategic… more
- Citigroup (New York, NY)
- …functional strategy and new business origination in areas managed. Full management responsibility for multiple teams across several locations, including ... management of people, budget and planning, to include duties...Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the… 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 ... terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is responsible for… more
- JPMorgan Chase (New York, NY)
- Real Estate Americas is part of JP Morgan Private Markets in Asset Management . With over $67 billion in AUM, the Real Estate Americas team is one of the largest ... of open-end real estate funds. The team has been managing real estate investments on behalf of our clients...spectrum and capital stack. **Job Summary** As the Executive Director , Investment Specialist on the Real Estate Americas client… more
- Citigroup (New York, NY)
- …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... on NAM region + Responsible for tracking for reporting purposes and managing revenue share agreements around partnership introductions + Responsible for maintaining… more
- JPMorgan Chase (New York, NY)
- …(principally their attorneys and accountants) + Demonstrated understanding of other wealth management disciplines, including investing and credit + Ability ... take your career to the next level. As a Wealth Advisor in the US Private Bank, you will...+ Professional designations required: JD + Recognized expertise in managing the estate planning needs of high-net-worth individuals +… more
- JPMorgan Chase (New York, NY)
- …Head of US Mortgage Product is responsible for comprehensive product management , including strategic planning, creation, design, launch, and lifecycle management ... years of experience or equivalent expertise in end-to-end product management with mortgage origination/industry experience, including deep subject matter expertise… more
- KeyBank (Amherst, NY)
- …for continuous learning and challenging the status quo. The ideal candidate will have experience managing a team of wealth management and trust testing or ... and regulations through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional… more
- JPMorgan Chase (New York, NY)
- …have several years of recruiting experience? Apply today! As a Recruiter in Asset & Wealth Management , you will play a critical role in attracting, sourcing and ... roles across the Revenue Generating Business in Asset & Wealth Management , with positions ranging from Analyst...Management , with positions ranging from Analyst to Executive Director . In addition to working on open roles, you… more
- KeyBank (New York, NY)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy...internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members… more
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