- Charles Schwab (New York, NY)
- …the selected candidate for this role to work on site in the specified location.** As a Sr . Manager , Wealth Advisor within Schwab Wealth Advisory ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- KeyBank (New York, NY)
- …401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 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
- KeyBank (Amherst, NY)
- …other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well ... apply those to testing, monitoring, issues management, and verification activities. The Senior Compliance Manager must exhibit strong leadership, initiative, and… more
- Deloitte (New York, NY)
- …Recruiting for this role ends on June 1, 2026 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… 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
- Citigroup (New York, NY)
- The Wealth Lending Advisor for Asset Management Group (AMG) is a strategic professional lender who closely follows the latest trends in the Asset Management ... Manager Industry, an expansion market in the Global Wealth business. This individual will be a subject matter...both internally and directly with clients, often at a senior level. Further the Lending advisor must… more
- Bank of America (Melville, NY)
- Sr . Relationship Manager - GCB (Middle Market - Long Island/Melville) Melville, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Melville/ Sr -Relationship- Manager GCB--Middle-Market Long-Island-Melville-\_25030825-1) **Job Description:** At Bank… 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
- Neuberger Berman (New York, NY)
- …proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client ... all levels of the organization, both within Technology and the Private Wealth business. This individual would support Neuberger Berman's multi-year strategic program… more