- Citigroup (New York, NY)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- Guardian Life (New York, NY)
- …**You will** + Manage all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams to deliver seamless and world ... Guardian life is seeking an Advisor Transitions Specialist who will be a critical...and external partners, including financial professionals, general agents, and senior management + Excellent with time management and have… more
- Citigroup (New York, NY)
- …will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on existing and newly launched ... structuring, and negotiation of private equity and real estate investment opportunities for Citi Wealth clients. +...updates + Provide timely and frequent updates to global senior management. + Understand and provide investment … more
- Neuberger Berman (New York, NY)
- …team, you will play a key role in supporting Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience ... We are seeking a talented **C# Full Stack Senior Developer** with a proven track record in...of hands on C# development experience, preferably in private wealth , wealth management, or financial services +… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… more
- JPMorgan Chase (New York, NY)
- …Broad understanding of capital markets, Alternatives and JP Morgan Asset & Wealth Management, especially the distribution and investment businesses. + ... JP Morgan Global Alternative Investment Solutions is one of the largest, most...will serve as a key point of contact and advisor to the executive management team, providing high-level support,… more
- M&T Bank (New York, NY)
- …and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... IT Audit Senior Manager, Cyber **Requisition ID:** 232906 **Salary Range:**...Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the… more
- System One (New York, NY)
- Senior Editor/Director **Employment Type:** Full Time **Date Posted:** 7/7/2025 **Location:** New York, NY **Pay Range:** 130000.00 - 143000.00 USD per Year **Job ... Number:** JO-2507-2678 **Primary Function** The Senior Editor/Director is a key creative and editorial force behind the flagship investor-facing content programs.… more
- Bank of America (New York, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more