• Lead Finance Officer - Citi Private Bank

    Citigroup (New York, NY)
    …delivering financial results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's overall ... help achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for… more
    Citigroup (08/01/25)
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  • Private Bank Relationship Manager

    NBT Bank (Williamsville, NY)
    …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private ... financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other… more
    NBT Bank (07/11/25)
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  • Citi Private Bank - UHNW Investment…

    Citigroup (New York, NY)
    …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... will be expected to: + Function as the primary client contact and trusted investment advisor for...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment… more
    Citigroup (10/02/25)
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  • Global Private Bank Investment Solutions…

    JPMorgan Chase (New York, NY)
    …working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building ... client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers,… more
    JPMorgan Chase (09/30/25)
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  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and… more
    KeyBank (07/18/25)
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  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within ... Neuberger Private Wealth Management business. The candidate will...comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities**… more
    Neuberger Berman (09/09/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    NB Private Wealth is Neuberger Berman's direct-to- client ...as a trusted resource for clients and an experienced Wealth Advisor Team. The Client ... wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and...Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or… more
    Neuberger Berman (07/18/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (New York, NY)
    …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
    JPMorgan Chase (09/13/25)
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  • Market Growth Director

    Wells Fargo (Melville, NY)
    …Growth Director will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform ... sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional...and investment sales environments, with a deep understanding of advisor business models, client needs, and full… more
    Wells Fargo (09/06/25)
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  • Sales Executive - Personal Lines / High Net Worth

    World Insurance Associates, LLC. (Farmingville, NY)
    Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary...Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. + Provide expert… more
    World Insurance Associates, LLC. (09/12/25)
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