- Citigroup (New York, NY)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- JPMorgan Chase (New York, NY)
- …Qualifications + 10-15 years of management and leadership experience + Experience in wealth management or private banking preferred + Proven ability to ... This role is responsible for driving JP Morgan Private Client Business Development, ensuring exceptional client experiences and the growth of the Private Client… more
- Neuberger Berman (New York, NY)
- …or similar discipline + 4-7 years' of hands-on C# development experience, preferably in private wealth , wealth management , or financial services + ... and feature/test generation) for greater development efficiency-required. + Understanding of the Private Wealth asset management industry is a plus + Strong… more
- Neuberger Berman (New York, NY)
- **Position Overview** The Head of Private Wealth Strategic Initiatives & Change Management will lead a high-impact team responsible for designing, governing, ... and executing the Private Wealth business's most critical and transformational...Bachelor's degree required. + 12+ years of experience in Wealth Management , Asset Management , or… more
- Bank of America (New York, NY)
- …gain competitive advantage. **Required Qualifications:** + 15+ years of leadership experience in wealth management , private banking, or financial services. + ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Strategic-Referral- Management -Executive\_25040182-2) **Job Description:** Merrill Wealth Management… more
- JPMorgan Chase (New York, NY)
- …of class" sourcing and offerings of non-traditional investment strategies to Institutional, Private Banking and Wealth Management clients. A disciplined ... With over $200 billion of client capital invested across hedge funds, private equity, private credit, real estate and direct investments/co-investments, the… more
- Santander US (New York, NY)
- …**> $100M** annual revenue. 12+ Years of experience in a lending; credit, Treasury Management , Private Wealth Management sales training or financial ... relationships. The Incumbent is responsible for new business development, portfolio management , credit quality and overall relationship management of an… more
- Deloitte (New York, NY)
- …institutions, including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years ... investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management ...Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience providing… more
- Deloitte (Williamsville, NY)
- …institutions, including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years ... investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management ...Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience providing… more
- Deloitte (New York, NY)
- …institutions, including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years ... investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management ...Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years experience with… more