- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors… more
- NBT Bank (Williamsville, NY)
- …compliance issues + Has developed a process for client segmentation + Demonstrated team player and high quality service provider + Advanced knowledge of all broker ... Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover… more
- Citigroup (New York, NY)
- …As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and… more
- Neuberger Berman (New York, NY)
- … wealth management needs. + Lead the design and implementation of the NB Private Wealth Advisor Workstation and associated tools, ensuring advisors have ... within the financial services sector. + Deep understanding of Private Wealth business models, digital client engagement, and advisor workflows. + Experience… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... all three client segments including Citi Private Bank, Wealth at Work, Citi ...while managing overall Firm targets. + Partner with Citi Wealth Integrated Client Solutions team on loan… more
- US Bank (New York, NY)
- …we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance ... growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With...products lead on the Wealth Management Team . In This Role You… more
- HUB International (New York, NY)
- …HUB, Trusted Capital Group (TCG), located in Austin, Texas, supports HUB's Retirement & Private Wealth (RPW) division with a focus on tailored financial services ... across the United States. HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and institutions to build long-term… more
- Neuberger Berman (New York, NY)
- …to the Head of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, ... measure adoption, and a collaborative mindset are essential. The Private Wealth CRM Administrator will be part...Administrator will be part of a broader Sales Enablement team , responsible for improving the sales & marketing processes… more
- JPMorgan Chase (New York, NY)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP ... delivering private market solutions. The Head of Private Wealth Alternatives (PWA), Client will oversee...of our partnerships. + Collaborate with the broader US Advisor client leadership team and Investment Specialists… more
- Deloitte (New York, NY)
- …implications of transactions to the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more