- Citigroup (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- M&T Bank (New York, NY)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Citigroup (Brooklyn, NY)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending ... The Wealth Relationship Advisor SAFE Act is...The Wealth Relationship Advisor SAFE Act is a seasoned professional role....in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +… more
- Neuberger Berman (New York, NY)
- …in accounting, financial reporting, client billing, sales compensation, or financial analysis, preferably within private wealth or asset management + ... Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... insights informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services… 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 ... You will report to the External Communications Lead, Client Solutions and Wealth Management and Financial Protection and Retirement Solutions **Location:** This… more
- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible ... Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized...firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with… more
- Wells Fargo (New York, NY)
- … advisors, clients, and internal partners, serving as a liaison to advance financial advisor and client penetration. + Ensure all banking activities comply ... segments **About this role:** Wells Fargo is seeking a ** Wealth Banking Senior Manager** to support the...in leadership positions managing large teams of bankers across Wealth Management in large, complex financial organization… more
- JPMorgan Chase (New York, NY)
- …and lending. This role sits at the intersection of product marketing and advisor enablement, focusing on bringing our wealth management solutions to market ... targeted campaigns and impactful communications. As a Product Marketing Senior Associate on the JPMorgan Wealth Management...5 + years of marketing experience, ideally in an advisor channel within wealth management. + Demonstrated… more
- Neuberger Berman (New York, NY)
- …self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and ... all levels of the organization, both within Technology and the Private Wealth business. This individual would support Neuberger Berman's multi-year strategic program… more