- Citigroup (New York, NY)
- …global sales strategy for the Alternative Investments business including private equity, real estate and hedge fund solutions. The current Alternatives business ... for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, Wealth… more
- 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 (Smithtown, NY)
- …within the US Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors (100+ ... terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: +...Qualifications: + 15+ years of experience + Extensive investment sales experience; prior investment sales management… more
- 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
- Bank of America (New York, NY)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...in each of the following: o Marketing and selling Private Wealth credit solutions with a goal… more
- Citigroup (New York, NY)
- …demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management . + Strong knowledge of trust principles, financial planning ... individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing skills, and strong sales experience.… more
- Wells Fargo (New York, NY)
- …services. Through WIM's businesses, we deliver a full range of personalized wealth management , investment, planning, and retirement products and services to ... management of business risk. **Required Qualifications** + 8+ years of wealth management banking experience or equivalent demonstrated through one or a… more
- JPMorgan Chase (New York, NY)
- …managing investment and non-investment products, solutions, and services across wealth management . This includes areas such as sales & trading, brokerage, ... will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible...team, in a front office financial services role (eg, private banker, investment specialist, portfolio management , etc.),… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset & Wealth Management , a global leader in investment management and private banking solutions, managing client assets worth $4 ... a dynamic team dedicated to maintaining the integrity and success of our wealth management services, empowering individuals, families, and foundations to achieve… more
- Wells Fargo (New York, NY)
- …all begins with you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or… more
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