- Citigroup (New York, NY)
- …will cement digital as a core engine of client growth, brand building, and advisor enablement across Citi Wealth . **Responsibilities:** + Develop and lead Citi ... Wealth 's global digital marketing strategy, spanning client and advisor -facing platforms across the full wealth continuum (Citigold, CPC, Citi Private Bank,… more
- Anywhere Real Estate (Buffalo, NY)
- ** Sr . Director, Strategy & Partner Success** This role reports into the SVP of Growth at Anywhere Integrated Services. Our team is focused on building out new, ... planning of potential investments. + **Partner Success** - Serve as a senior relationship manager with our joint venture partners, including joining the joint… more
- JPMorgan Chase (New York, NY)
- …standing at the intersection of finance and technology-and at the cutting-edge of wealth management. We've been making rapid progress on our mission: to break down ... intuitive experience and intelligent automation to over 160 financial advisor firms with $46 billion in assets. **Job summary:**...billion in assets. **Job summary:** As Product Designer - Sr . Associate on the 55ip Product Design team you… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Anywhere Real Estate (Buffalo, NY)
- We are seeking a highly skilled Senior Title Examiner with 5+ years of title examination experience with Residential Lot/Block properties. The ideal candidate will ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Neuberger Berman (New York, NY)
- …self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and ... 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
- 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
- Wells Fargo (New York, NY)
- …offerings to all client segments **About this role:** Wells Fargo is seeking a ** Wealth Banking Senior Manager** to support the Northeast region. This leader ... but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and...relationships as well as uncovering new banking clients. The Wealth Banking Senior Manager will lead a… more
- Citigroup (New York, NY)
- **About the Digital Assets Group** The Citi Wealth Digital Assets team serves as subject matter experts, driving the strategic development and implementation of ... comprehensive digital asset initiatives for Citi Wealth clients. Our core mission is to help deliver...hands-on approach. **Key Responsibilities** + Act as a strategic advisor and execution lead for digital asset initiatives across… more