• Senior Estate Planner - Wealth Advisory…

    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 ... clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. The role...planning team + Assist in the delivery of holistic wealth strategy services to help clients achieve… more
    Neuberger Berman (09/13/25)
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  • Head of Wealth Product, Investment Strategy…

    TD Bank (New York, NY)
    …Management, and Capital Markets. The role includes leading as President of TD Private Client Wealth , LLC. TD Bank's Registered Investment Advisor and Broker ... policies and mandates + Works with internal partners including Wealth Products & Services , TD Asset Management,...(eg security based lending, deposit solutions, sweep as a service ) ensuring alignment with advisor and client needs and… more
    TD Bank (10/22/25)
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  • PWM Wealth Strategist

    US Bank (New York, NY)
    …to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth ... products, (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family… more
    US Bank (09/05/25)
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  • Citi Wealth Planner

    Citigroup (New York, NY)
    …to solve problems and deliver superior client service . **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time ... **Citi Wealth Planner** The Citi Wealth Planner partners closely with Private ...(CPB) team members to develop, deliver and implement customized wealth structuring services , which include proactive estate… more
    Citigroup (09/16/25)
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  • Senior Lead Wealth Planning Strategist

    Wells Fargo (New York, NY)
    …+ Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services , and solutions + Coach and educate Advisors ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in...issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and… more
    Wells Fargo (10/01/25)
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  • Wealth Management Solutions, Alternative…

    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 accounting, ... in multiple jurisdictions working in collaboration with third party service providers and internal stakeholders. We are seeking an...ongoing fund expenses + Collaborate with internal teams (ie tax , investor relations and middle office) + Assist in… more
    JPMorgan Chase (08/13/25)
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  • Portfolio Manager (NYC) - Private Asset…

    TIAA (New York, NY)
    **Portfolio Manager, Private Asset Management** The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients ... Level** 8IC **Required Qualifications:** + 5+ years working directly with wealth management clients **Preferred Qualifications:** + 7+ years working directly with… more
    TIAA (10/22/25)
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  • Bilingual Customer Service Sr Analyst

    Citigroup (New York, NY)
    A Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure that effective client service is ... consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking… more
    Citigroup (10/04/25)
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  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    … Advisor Team with over $4 billion in assets under management within Neuberger Private Wealth Management business. The candidate will support the production of ... Advisor, Neuberger Berman Portfolio Managers, Asset Management Business Control (AMBC), the Private Wealth Investment Group and internal and external operational… more
    Neuberger Berman (09/09/25)
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  • Alternative Investments Structuring , Analyst

    JPMorgan Chase (New York, NY)
    …JP Morgan's expertise in generational planning in an effort to create tax -efficient investment vehicles for wealth management clients globally. The Analyst ... **Job Description** Within the JP Morgan Wealth Management, the Alternative Investments Group ("Alts") is...attractive alternative investment opportunities. The team looks broadly across private equity, real estate and hedge funds, and since… more
    JPMorgan Chase (09/21/25)
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