- Citigroup (East Meadow, NY)
- … will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (Huntington, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- JPMorgan Chase (New York, NY)
- …We are early in our product solutioning journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to join ... and iterate on solution design to deliver an optimized Advisor & Client experience that is responsive...for product, engineering, and operations audiences, including at the senior leadership level * Culture: Open and transparent working… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ... control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger Berman… more
- Bank of America (New York, NY)
- …business growth plans, implement good client coverage routines to ensure client satisfaction, present to senior leadership and control partners on business ... Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- KeyBank (Tarrytown, NY)
- … client aspirations and further position Key as the client 's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as ... on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with… more
- Binghamton University (Binghamton, NY)
- …Category: Professional Posted On: Thu Oct 16 2025 Job Description: Budget Title: Senior Staff Assistant (SL-3) Salary: $59,000 - $61,000 The Southern Tier Small ... of an Administrative Assistant, Business Advisors, Interns, and a Regional Director. This Advisor will be located in Ithaca, New York. Reporting to the Regional… more
- JPMorgan Chase (New York, NY)
- …in Excel and PowerPoint techniques + Partner with teams to continually promote the client & advisor experience. + Communicate effectively with key partners in ... organizational growth. As a Business Manager in the US Private Bank Investments business, you will partner with front...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more
- Citigroup (New York, NY)
- …three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. Our Lending ... experience) + Licenses: Series 7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family:** IF Lending Generalist **Time… more
- Citigroup (New York, NY)
- …selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... The Private Banker Sr . Lead is a...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
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