- Raymond James Financial, Inc. (New York, NY)
- …Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, ... current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with...of risks and regulations in all aspects of the Private Client and Asset Management . Risk… more
- JPMorgan Chase (New York, NY)
- …leading wealth managers by delivering private market solutions. The Head of Private Wealth Alternatives (PWA), Client will oversee the PWA client ... The Private Wealth Alternatives market, with an...& internal). This role is responsible for cultivating deep client partnerships from ideation through successful launches and subsequent… more
- Citigroup (New York, NY)
- …comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth ...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- JPMorgan Chase (New York, NY)
- …processes and operational efficiencies of the referrals processes between the JPMorgan Private Client (JPMPC) and JPMorgan Wealth Management (JPMWM) ... to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels...and implement a long-term scalable referral partnership between JPMorgan Private Client and JP Morgan Wealth… more
- CIBC (New York, NY)
- …(https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** ** Senior Client Service Associate** , you will support Private Wealth ... degree and /or** **2-5 years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put… more
- Citigroup (New York, NY)
- …lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their ... families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law...wider Citi relationship. Citi Private Client and Citigold have Financial Advisors… more
- Citizens (New York, NY)
- …record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on ... Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand...services, expertise, and research, while intimately focusing on each client 's unique circumstances. The Sr Private… more
- Citigroup (New York, NY)
- …lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their ... families, including entrepreneurs and business owners, single-and multi-family o6ices, senior corporate executives, next generation/inherited wealth , law firms… more
- Citigroup (New York, NY)
- …lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their ... 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)
- …lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Margin &… more