- Citigroup (New York, NY)
- …markets, lending, and capital solutions. Our comprehensive reach spans the US Retail Bank, Citigold/Citi Private Client , Wealth at Work, and the Private ... platforms through effective Business Execution in support of our client -facing and product businesses, budget and expense management, Risk...& controls. + Works closely with the Head of Wealth and senior leadership team to execute… 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
- Neuberger Berman (New York, NY)
- …control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger ... a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor… more
- TD Bank (New York, NY)
- …securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management ... colleagues dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct… more
- Neuberger Berman (New York, NY)
- The Senior Associate - Private Wealth...the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses on ... Additional responsibilities include providing support to private wealth teams, driving the evolution of client ...improvements to enhance efficiency and effectiveness + Engage with private wealth teams to assess client… more
- 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
- HUB International (New York, NY)
- …activity. + Build strong alignment with Commercial Lines, Employee Benefits, Private Client , Retirement & Private Wealth , and Specialty Practices to ... culture that celebrates entrepreneurial spirit, collaboration, and a relentless focus on client success. As one of the world's largest insurance brokers, HUB… more
- Neuberger Berman (New York, NY)
- …relationships with internal partners to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also ... essential as eMoney is the primary tool utilized in client presentations. The senior wealth ...of all eMoney users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client … 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
- KeyBank (Tarrytown, NY)
- **Location:** 660 White Plains Road, Tarrytown New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... The Relationship Manager is at the center of this client promise acting as the primary client ...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more