- Truist (New York, NY)
- …continuing education requirements are met where needed + 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a...CPWA and CPA + 5 or more years of sales and client management experience in the Wealth… more
- Bank of America (Melville, NY)
- … wealth planning. + Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and ... + Stays up to date with major developments in trust , estate/ wealth transfer and financial planning, while...net worth clients). + Proven track record of successful sales experience working with high net worth and ultra-high… more
- City National Bank (New York, NY)
- …Banking and Wealth Management team, and responsibilities will span across all Wealth businesses - City National Securities, Trust , CNB Wealth Management ... * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR* *WHAT...including business development, marketing, client experience, go-to-market strategies, building sales and marketing systems and client relationships. *Additional Qualifications*… more
- City National Bank (New York, NY)
- …team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other ... * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The...of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials… more
- NTT America, Inc. (New York, NY)
- …long-term relationships by understanding clients' needs, goals, and challenges in the wealth management industry. + Consultative Sales & Business Development: ... adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our team in… more
- KeyBank (New York, NY)
- …solutions via consultative review and proactive contact + Establish a level of trust and confidence with Family Wealth clients while navigating into the ... responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry...trusted advisor position ** Sales ** + Works closely with the Family Strategist to… more
- Citigroup (New York, NY)
- …demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust principles, financial planning ... opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Neuberger Berman (New York, NY)
- …fixed income, and alternative investment strategies, as well as reviews of private wealth management, trust company, sales distribution and supervision, ... large institutional investors. This includes separately managed institutional accounts, private wealth management services, 40 Act Mutual Funds, UCITS Funds, and… more
- M&T Bank (Hauppauge, NY)
- …and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives… more