- Citigroup (New York, NY)
- …goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold ... Citi Wealth is a leading provider of financial solutions...and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as… more
- JPMorgan Chase (New York, NY)
- …team structure with a platform of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead ... This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation...design, development, and launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build… more
- JPMorgan Chase (New York, NY)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP ... wealth managers by delivering private market solutions. The Head of Private Wealth Alternatives (PWA), Client will oversee the PWA client teams, including… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior...businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to ... (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly responsible to drive growth, increase… more
- JPMorgan Chase (New York, NY)
- …is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured ... US mortgage and HELOC products and features offered in the US Private Bank. This role also oversees the end-to-end platforms/products, from client-facing… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- KeyBank (Amherst, NY)
- … wealth management products and services (eg - trust, private banking, securities/investment management) as well trust/fiduciary related compliance, operations, ... through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities.… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director , Treasury Management Officer - FinTech and Payment...In this role, you will serve as a trusted advisor and single point of contact for clients, building… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director , Treasury Management Officer, Global Transaction Banking -...greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,… more