- JPMorgan Chase (New York, NY)
- **About US Private Bank (USPB):** With more than 160 years of experience, JP Morgan Private Bank delivers the highest quality advice, service, ... the Addepar Solution Strategy and Execution for JP Morgan Private Bank will lead the strategic direction...overall client service and operational efficiency. + Collaborate with senior leadership to align solution goals with broader business… more
- TD Bank (New York, NY)
- …credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD ... and discretion in interacting and communicating with staff and senior management of the Bank with respect...Background & Experience** + **Experience working in an integrated wealth business as a bank subsidiary, a… more
- Wells Fargo (New York, NY)
- …securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank , our elevated experience for high- and ultra-high-net-worth individuals ... WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company....segments **About this role:** Wells Fargo is seeking a ** Wealth Banking Senior Manager** to support the… more
- Citigroup (New York, NY)
- …Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client ... **Responsibilities include:** + Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively identify lending… more
- JPMorgan Chase (New York, NY)
- …our clients, because their goals are our goals. As a Global Planning Content Marketing Senior Associate within the Private Bank , you will work closely with ... The Private Bank 's Global Insights program is...The Private Bank 's Global Insights program is designed to deliver...Bank clients and prospects on the most relevant wealth planning and investment topics. We are a diverse… more
- Citigroup (Brooklyn, NY)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned...new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing… more
- City National Bank (New York, NY)
- * SENIOR MORTGAGE LOAN OFFICER - ENTERPRISE* WHAT IS...WILL YOU DO? * Services the mortgage needs of Private Banking, Wealth Management and Personal and ... of first mortgage and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship… more
- Citizens (New York, NY)
- …embarked on a significant Wealth transformation initiative to scale its Private Wealth and Private Bank units. The Citizens Wealth Management ... . The Associate General Counsel will report to the Senior Associate General Counsel, Head of Wealth ...Citizens Wealth Management and Private Wealth Management organizations together with the Bank 's… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the...Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private Bank to ... person will have an expert understanding of the US wealth advisory and bank -channel industry, and direct...terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: +… more
- First Horizon Bank (New York, NY)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... Administer work according to internal and external policies and procedures of the bank + Support organizational growth + Other duties as assigned **EXPERIENCE** +… more