- Citigroup (New York, NY)
- …range of potential solutions including wealth structuring, insurance, trust management , and various investment and lending opportunities. This individual ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… more
- US Bank (New York, NY)
- …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...and due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon… more
- HUB International (New York, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment , and wealth management products and services. A subsector of ... (TCG), located in Austin, Texas, supports HUB's Retirement & Private Wealth (RPW) division with a focus...the United States. HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and… more
- Neuberger Berman (New York, NY)
- …for NB Private Wealth 's clients. In support of growth and innovation, the Private Wealth Investment Group seeks to hire an Investment Platform & ... is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging...first or second "Best Place to Work in Money Management " for last eight consecutive years (firms with 1,000+… more
- Citigroup (New York, NY)
- **Job** **Description** The Wealth Planning Specialist is a subject matter expert in financial planning and related areas, servicing high-net-worth individuals, ... with financial advisors and their clients to provide education on diverse wealth planning opportunities, ranging from fundamental to highly complex. The specialist… more
- Citigroup (New York, NY)
- …The Business Risk - Program Management Director will be part of the Citi Wealth team within Investment Solutions. This role will report to the Head of ... across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private … 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 ... investment professional with Alternative Investments knowledge, exceptional relationship management , communication and influencing skills, and strong sales experience.… more
- JPMorgan Chase (New York, NY)
- …the preparation and transition process for Advisors concluding their careers at JP Morgan Wealth Management + Support the launch of new technology and platforms ... information **Preferred qualifications, capabilities, and skills:** + Strong understanding of Wealth Management products and services, as well as fundamental… more
- Citigroup (New York, NY)
- …degree preferred; CFA preferred. + 8-10 years relevant experience in real estate, private equity, or investment management . + Prior experience investing ... negotiation of private equity and real estate investment opportunities for Citi Wealth clients. +...+ Provide timely and frequent updates to global senior management . + Understand and provide investment solutions… 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 ... Head of US Mortgage Product is responsible for comprehensive product management , including strategic planning, creation, design, launch, and lifecycle management… more