- Citigroup (New York, NY)
- **About the Digital Assets Group** The Citi Wealth Digital Assets team serves as subject matter experts, driving the strategic development and implementation of ... comprehensive digital asset initiatives for Citi Wealth clients. Our core mission is to help deliver...hands-on approach. **Key Responsibilities** + Act as a strategic advisor and execution lead for digital asset initiatives across… more
- Citigroup (New York, NY)
- …will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and establish contact with ... life which have significant financial implications. + Serve as a trusted advisor to clients and provide strategic advice regarding financial matters. + Maintain… more
- JPMorgan Chase (New York, NY)
- Be part of a dynamic team at JP Morgan Wealth Management, where your expertise helps protect our Online Investing business and supports investors in achieving their ... long-term financial goals. As a trusted advisor , you'll drive innovative solutions to complex challenges and...Support daily calibration of margin requirements and collaborate with senior team members to meet regulatory standards. + Collaborate… more
- Guardian Life (New York, NY)
- As a Senior Manager, External Communications - Financial Advisor Network, you will shape and lead a scalable communications and PR program that empowers our ... a fast-paced environment while managing multiple priorities + A trusted advisor who balances consultation with decisive recommendations + Data-driven and… more
- Bank of America (New York, NY)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... Private Wealth Relationship Manager New York, New York **To...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is… more
- Citigroup (New York, NY)
- …will cement digital as a core engine of client growth, brand building, and advisor enablement across Citi Wealth . **Responsibilities:** + Develop and lead Citi ... Wealth 's global digital marketing strategy, spanning client and advisor -facing platforms across the full wealth continuum (Citigold, CPC, Citi Private Bank,… more
- HSBC (New York, NY)
- …with analysis to improve underlying financial performance acting as a trusted advisor to senior management, provide valued commercial insights to challenge ... Private Bank and Wealth Business Partner Brand: HSBC Area of Interest:...MI tools and define reports to be used by senior management + Active stakeholder engagement and management to… more
- Wellington (New York, NY)
- …trailblazers in wealth management. This role will serve as a key advisor to the C-suite and other senior executives, shaping long-term communication ... to lead and oversee external communications for our US Wealth Management business at a strategic level. As a...+ **Executive Visibility:** Act as a strategic counselor to senior executives, partnering with them to refine and amplify… more
- HUB International (New York, NY)
- …dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA ... insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue… more