- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... certifications (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors. + Extensive experience working… more
- Deloitte (New York, NY)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... The CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our...expand our research and insights agenda across the investment management and wealth management marketplaces.… 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 ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Citigroup (New York, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- KeyBank (Amherst, NY)
- …with other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as ... the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business,...monitoring, issues management , and verification activities. The Senior Compliance Manager must exhibit strong leadership,… more
- JPMorgan Chase (New York, NY)
- …individuals, families, and foundations to achieve their financial aspirations. As a Supervisory Manager in Chase Wealth Management , you will lead and ... Join JP Morgan Asset & Wealth Management , a global leader in...timely resolution. + Present detailed reports and findings to senior management for strategic decision-making. + Collaborate… more
- Neuberger Berman (New York, NY)
- …and project-related requests, and special analyses to identify actionable insights for senior management **Compensation Management :** + Oversee the monthly ... new compensation frameworks + Produce tailored, data-driven analyses to support senior management decision-making and emerging business needs **Process… more
- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management , this is the role for you. **Key Responsibilities:** + ... lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale,...of experience in financial services, with deep expertise in wealth management or investment management … more
- JPMorgan Chase (Pittsford, NY)
- …and evolving industry, where your efforts will be recognized and valued. As a Chase Wealth Management Supervisory Manager in the CWM Field Supervisory team, ... every day. As a member of our Asset & Wealth Management division, you'll be at the...further action. + Create and present detailed reports to senior management , providing insights and recommendations. +… more
- NBT Bank (Norwich, NY)
- …resources are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and ... make daily operations more efficient. Acts as a the senior operations person (within Trust Operations) with regard to...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50%… more