- WTW (New York, NY)
- …Commercial P&C insurance knowledge/experience is required and previous success in client facing work strongly preferred. + 5+ years' insurance experience in ... Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance , AD&D, Group Legal, Identify… more
- Citigroup (New York, NY)
- …Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client , International Private Bank and Citi Private ... and manage core activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an important role in… more
- Citigroup (New York, NY)
- …for distribution coordination with Bankers and Investment Counselors across Citi Wealth's client segments (Citigold/ Citigold Private Client , Wealth at ... for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge fund solutions. The current Alternatives… more
- Comunilife (Long Island City, NY)
- …required. This position is eligible generous benefit package including health insurance , dental, vision, dependent care, paid time off, 401(k), tuition assistance ... and more. Schedule: Mon.-Fri. 9am-5pm Essential Duties: + Ensure that each client is receiving appropriate and effective case management services + Conduct… more
- Citigroup (New York, NY)
- …organizations to solve problems and deliver superior client service. **Job Family Group :** Private Client Product Services **Job Family:** Trust Wealth ... **Citi Wealth Planner** The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and… more
- Citigroup (Smithtown, NY)
- …or equivalent Education: + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Franchise ... US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales Managers) and their teams of Financial...$500MM+ in revenue and a strong high net worth client base. + Individual will be responsible for setting… more
- Steer (New York, NY)
- …a competitive package of benefits including private medical, dental, and vision insurance , commuter benefits, a group Share Incentive Plan, a 3% 401k ... offer a competitive package of benefits including private medical, dental, and vision insurance , a group Share Incentive Plan, a 3% RRSP contribution and a… more
- HUB International (New York, NY)
- **About HUB/TCG:** HUB International is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and ... products and services. A subsector of HUB, Trusted Capital Group (TCG), located in Austin, Texas, supports HUB's Retirement...(TCG), located in Austin, Texas, supports HUB's Retirement & Private Wealth (RPW) division with a focus on tailored… more
- Citigroup (Bronx, NY)
- …procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...within 150 days of starting in the role. + Insurance Group 1 required. + Must obtain… more
- Citigroup (Hewlett, NY)
- …procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...within 150 days of starting in the role. + Insurance Group 1 required. + Must obtain… more