• Wealth - LATAM, Summer Analyst, New York…

    Citigroup (New York, NY)
    …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace ... looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth ...to business ethics Annual Base Salary: $100,000 **Job Family Group :** Private Client Coverage **Job Family:** Development… more
    Citigroup (09/25/25)
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  • Senior Wealth Planner

    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 ... **Summary:** The Neuberger Berman Estate and Wealth Planning Group , comprised of in-house...wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software + Leading wealth… more
    Neuberger Berman (10/10/25)
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  • Citi Wealth Lending - US Cards Relationship…

    Citigroup (New York, NY)
    …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...all three client segments including Citi Private Bank, Wealth at Work, Citi … more
    Citigroup (08/14/25)
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  • Wealth - Investments Business Execution…

    Citigroup (New York, NY)
    …preferred + Licenses; Series 7, 66 (or 63/65) and 24 **Job Family Group :** Business Strategy, Management & Administration **Job Family:** Business Execution & ... **About Citi Wealth ** Citi Wealth is focused on...products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking.… more
    Citigroup (10/08/25)
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  • Wealth Regional Director - NY Metro

    Citigroup (Smithtown, NY)
    …within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is… more
    Citigroup (10/10/25)
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  • Wealth Management , Chief Investment…

    JPMorgan Chase (New York, NY)
    …growing and innovative Equity Portfolio Management team within Wealth Management 's Chief Investment Officer Team ( Private Bank CIO Team), reporting to ... including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The… more
    JPMorgan Chase (10/19/25)
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  • Wealth Communications, Director

    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
    Citigroup (08/15/25)
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  • Citi Wealth - Head of Wealth…

    Citigroup (New York, NY)
    …goals. The Head of Wealth Planning Specialists is responsible for leading a group of ~ 30 Wealth Planning professionals around the world. These professionals ... opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management , and various investment and… more
    Citigroup (08/16/25)
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  • Wealth - Business Intelligence Product…

    Citigroup (New York, NY)
    Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to ... franchise. This role will partner closely across the Private Bank, Wealth at Work, and Citigold... related products. + Conduct in-depth quantitative analysis of Wealth Management products to understand the drivers… more
    Citigroup (09/26/25)
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  • Wealth Management Solutions,…

    JPMorgan Chase (Brooklyn, NY)
    As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group , you will provide oversight, but not limited, to the ... or monthly NAVs, capital allocations, carried interest calculations and management fee calculations + Review of capital calls and...US GAAP and IFRS + 4+ years' experience in private equity and/or hedge fund accounting experience + Bachelor's… more
    JPMorgan Chase (08/13/25)
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