- US Bank (New York, NY)
- …a key executive responsible for shaping and executing the investment strategy for US Bank Wealth Management . This role provides visionary leadership across ... address client needs and market opportunities + Collaborate with senior leaders across Wealth Management ...Management to deliver integrated solutions + Represent US Bank externally through media engagement, industry forums, and client… more
- Pioneer Bank (Albany, NY)
- TITLE: Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President - Wealth Management CLASSIFICATION: Full Time, Base + Commission ... specific plans to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for working with internal resources such… more
- JPMorgan Chase (New York, NY)
- …play a key role in helping the team to support Consumer Bank and Wealth Management 's senior executive leaders to evaluate how the financial ecosystem is ... lines of business - Consumer Bank , Business Bank , Wealth Management , Card Services,...proposals to senior executives across the Consumer Bank and Wealth Management +… more
- Bank of America (New York, NY)
- …to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Wealth -Relationship-Manager\_25035783-2) **Job Description:** Merrill Wealth Management… more
- Citigroup (Smithtown, NY)
- …disciplinary actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional ... is a senior leader within the US Wealth Management Business managing multiple teams of...person will have an expert understanding of the US wealth advisory and bank -channel industry, and direct… more
- Neuberger Berman (New York, NY)
- …+ Desired knowledge of FinTech solutions and options in the market for Private Bank / Wealth Management business. + Familiarity with Vibe Coding concepts. + ... self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and… more
- City National Bank (New York, NY)
- …Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner with the Risk Framework leadership ... * Partner with team members to contribute concise communication materials for senior management . Develop presentations for internal and external meeting that… more
- Citigroup (New York, NY)
- …and effectiveness of the sub-function/job family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth at Work. ... The Banker SAFE Act is a strategic professional who...achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different ... team. + In addition to the role of Private Banker , the Team Leader will also have the following...broad financial & investment goals related to the creation, management , and transfer of wealth . + Develop… more
- Wells Fargo (Rye Brook, NY)
- …your career" in the US Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part ... (https://www.wellsfargojobs.com/career-areas/) . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will… more