- NBT Bank (Williamsville, NY)
- …production consistent with individual or team goals. + 20% Monitors client investment performance versus risk tolerance and makes appropriate recommendations. + ... $58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- Citigroup (Greenburgh, NY)
- …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in... Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- Citigroup (New York, NY)
- …Banking, Investments, Lending, Wealth Planning, Chief Operating Office and Chief Investment Office + Partner with private bankers, investment ... affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in... wealth management in the workplace through Global Wealth at Work. We also have leading investment… more
- Neuberger Berman (New York, NY)
- …of contact with eMoney representatives on behalf of all eMoney users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client wealth ... planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing… more
- JPMorgan Chase (New York, NY)
- …Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset ... spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families...to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM),… more
- Wells Fargo (New York, NY)
- …existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in...internally and externally + Adhere to all planning and risk protocols and procedures **Required Qualifications:** + 7+ years… more
- Citigroup (Smithtown, NY)
- …productivity. + Partner across businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients ... The Wealth Regional Director is a senior leader within...address a client's individual and business needs. + Accelerate investment business growth in the market by identifying new… more
- Wellington (New York, NY)
- …capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust ... those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment...equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment … more
- JPMorgan Chase (New York, NY)
- …Separately Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management, and JP Morgan Advisors investment platforms. These platforms ... of new investment products to the US Private Bank, Chase Wealth Management, and JP...interaction with our internal partners across Manager Solutions, Legal, Risk , Compliance, Operations, Bankers, and Investors. Externally, the role… more
- Citigroup (New York, NY)
- …opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and ... Citi Wealth services a large number of UHNW relationships...and audiences + Ability to travel **Job Family Group:** Private Client Product Services **Job Family:** Investment … more