- City National Bank (New York, NY)
- …with the City National Bank 's ("CNB") and Business Control Officer ("BCO") and senior management of wealth management division of the organization. ... * Partner with team members to contribute concise communication materials for senior management . Develop presentations for internal and external meetings that… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... The Banker SAFE Act is a strategic professional who...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...& planning services and access to a dedicated Private Banker . We also support firms, and we offer a… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible ... for business development and relationship management on behalf of TD Bank with...TD Ameritrade Institutional and Retail [consumer only] platforms. The Senior Wealth Lending Advisor is at the… more
- M&T Bank (Hauppauge, NY)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... high net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing,… more
- M&T Bank (Buffalo, NY)
- …within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of ... current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and relevant economic, financial… more
- City National Bank (New York, NY)
- * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR* *WHAT IS THE OPPORTUNITY?* Responsible for CNB's Wealth Management Product and Program Strategy. ... This individual will be responsible for developing and executing strategies for wealth management products and programs, aligning with client needs and market… more
- TD Bank (New York, NY)
- …independent professional judgment and discretion in interacting and communicating with staff and senior management of the Bank with respect to significant ... Description:** **Department Overview:** **Why Work with Us?** At TD Bank US Compliance, we're on a mission to build...to build a more resilient and scalable compliance risk management function. As part of our team, you'll play… more
- Citigroup (New York, NY)
- …job requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This ... that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of...be entrepreneurial and capable of bringing in new clients/investment management mandates to the bank . They will… more
- Wells Fargo (New York, 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) non-exempt employee… more