- KeyBank (New York, NY)
- …ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the ... - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank… more
- Citigroup (Greenburgh, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver… more
- Tompkins Community Bank (Syracuse, NY)
- …Headquarters in Ithaca, or Syracuse, New York offices. Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships ... by delivering comprehensive wealth planning and coordinated financial strategies aligned...goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and… more
- TIAA (Latham, NY)
- ** Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify ... develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book… more
- US Bank (New York, NY)
- …we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments,...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- Neuberger Berman (New York, NY)
- … management needs. + Lead the design and implementation of the NB Private Wealth Advisor Workstation and associated tools, ensuring advisors have access to ... Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client...do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual… more
- Neuberger Berman (New York, NY)
- …self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and ... all levels of the organization, both within Technology and the Private Wealth business. This individual would support Neuberger Berman's multi-year strategic program… 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 (Sales Managers) ... (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly… more
- Neuberger Berman (New York, NY)
- …allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software + Leading wealth planning discussions and ... **Summary:** The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. ... The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a...and ability to understand its applicability to risk management strategies including the scoping of risk evaluations, monitoring, and… more