- KeyBank (Tarrytown, NY)
- **Location:** 401 Plymouth Road, Plymouth Meeting Pennsylvania Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the… more
- Citigroup (New York, NY)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- M&T Bank (New York, NY)
- …Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Anywhere Real Estate (Buffalo, NY)
- The Sr . Manager , Demand Generation leads a...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in ... + Improve speed-to-lead and conversion through CRM workflows and automation (with Manager , Marketing & Sales Products). **Team Leadership** + Manage the Insurance… more
- Anywhere Real Estate (New York, NY)
- The ** Sr . Manager , Sales Enablement** plays a...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in ... of new tools, programs, and resources. + Partner with Manager , Marketing & Sales Products to ensure assets are...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in ... and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change… more
- KeyBank (Tarrytown, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... primary client advisor developing and implementing strategies based on the client's...financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's… more
- TD Bank (New York, NY)
- …more specific details for this role. **Line of Business:** Audit **Job Description:** The Senior Audit Manager leads a team of audit professionals and provides ... specialized in-depth subject matter expertise with respect to Securities and Wealth Compliance, including the regulatory requirements of FINRA, SEC, CFTC, etc. May… 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 ... a fast-paced environment while managing multiple priorities + A trusted advisor who balances consultation with decisive recommendations + Data-driven and… more
- 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