- Neuberger Berman (New York, NY)
- **Position Overview:** As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise ... leverage technology to scale and organize advisory content. Strengthening client relationships, supporting wealth and investment strategy...LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ability to… more
- Citigroup (New York, NY)
- …informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are ... - CIO will report directly into the COO for Wealth and Matrix report into the CIO for ...(HCM) and financial advice-related compliance + Demonstrated leadership and management abilities with commitment to client and… more
- City National Bank (New York, NY)
- …Office applications *Additional Qualifications* * Experience working in an operations or Client Services department for investment management firm. * Excellent ... The Operations Department Manager directly supports our clients, portfolio management team, and partners financial advisors. Responsibilities include the oversight… more
- JPMorgan Chase (New York, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... and their advisors. * Ability to work in a team-based environment. ** Client Relationship Management ** * Estate Officers must develop relationships with… more
- Wells Fargo (New York, NY)
- …clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management . **In this role, you will:** + Provide ... interactions with Advisors to serve largest and most complex clients + Present wealth planning advice during client meetings in clear, concise, and actionable… more
- Citigroup (New York, NY)
- …messaging to colleagues. The ideal candidate will bring significant experience in banking/ wealth management communications and thrive in a fast-paced environment ... for developing and executing holistic, proactive and strategic communications plans for Citi Wealth 's primary business lines: Citi Private Bank, Citigold and … more
- Bank of America (New York, NY)
- Private Client Advisor II New York, New...Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning ... network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide… more
- JPMorgan Chase (New York, NY)
- The Asset and Wealth Management (AWM) Events Team partners with AWM Business to deliver consistent, high-caliber, high-touch client events. These events ... client acquisition, increasing flows, and building stronger client relationships while building our brand. You will have...As the Creative Designer Associate within the Asset and Wealth Management (AWM) Events Team, you will… more
- Citizens (New York, NY)
- …responsible for building out the first line of defense day-to-day supervision for the Private Wealth and Citizens Securities wealth businesses. This role ... Controls to build out the day-to-day Supervision of the Private Wealth (RIA/Brokerage) and Citizens Securities ...other regulatory requirements + Point of Escalation: All RSO, Wealth Advisor, and client escalations will be… more
- Citizens (Brooklyn, NY)
- …engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing relationships through partnership ... help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...referrals. + Tailor wealth management planning to meet … more
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