- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with ... deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing financial plans… more
- Citigroup (New York, NY)
- …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) ... Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...at the center of everything we do. As a Senior Wealth Advisor , you will… 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 ... of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...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...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Neuberger Berman (New York, NY)
- …environment while juggling multiple priorities **Desired Skills:** + Experience in private wealth , asset management, or investment advisory industry + Hands-on ... 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)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, to ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- JPMorgan Chase (New York, NY)
- …presentations, publications or product-oriented marketing programs. + Work closely with Wealth Management's senior leadership, Investment Specialists, ... Morgan Wealth Management's view, proactively and reactively. + Provide Investment Specialists and CMS personnel with guidance comparing, contrasting and, when… 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 ... on Agile methodologies. + A minimum of 10 years of experience in Private Wealth management or Investment Advisory function. + Demonstrated experience with … more
- Wells Fargo (New York, NY)
- **Wells Fargo Wealth & Investment Management** Wells Fargo Wealth & Investment Management (WIM) provides clients access to some of the United States' ... WIM's businesses, we deliver a full range of personalized wealth management, investment , planning, and retirement products...segments **About this role:** Wells Fargo is seeking a ** Wealth Banking Senior Manager** to support the… 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
