- Wellington (New York, NY)
- …by an Investment Director. This product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm to support ... providing solutions across public and private assets to the US wealth market. The product coverage team...this role include: + 3-5 years of relevant experience; wealth management experience is a strong plus… more
- Citigroup (Queens, NY)
- …assigned branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management , Mortgage) + Partner with cross retail segment Area peers ... spanning Wealth Management , Consumer and Mortgage and initiate...Full time **Primary Location:** Long Island City New York United States **Primary Location Full Time Salary… more
- Broadridge Financial Solutions (New York, NY)
- …a distinct service offering focused on a key competency and market segment within Wealth Management with direct revenue and profit targets. You will be ... data and project management tools. Financial industry experience required; Wealth Management preferred BA/BS Degree, MBA preferred. Agile/Product Owner… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- **Senior Java Developer** **Category:** Software Development/ Engineering **Main location:** United States , New York, New York **Position ID:** J0725-0365 ... **Employment Type:** Full Time US - The best version of me (https://youtu.be/YSXgCJSXL44) By...role in designing, developing, and building a cutting-edge, end-to-end wealth management platform. Location: New York City… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- **QA Automation Developer** **Category:** Testing/Quality Assurance **Main location:** United States , New York, New York **Position ID:** J0725-0368 **Employment ... Type:** Full Time US - The best version of me (https://youtu.be/YSXgCJSXL44) By...and help design, develop, and deliver a next-generation end-to-end Wealth Management (required) platform shaping the future… more
- KeyBank (Tarrytown, NY)
- …background (required) **Tactical Skills** + General knowledge of financial services and wealth management . + Demonstrated proficiency and effectiveness in client ... + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Schedule internal and… more
- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, ... timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities...Office personnel. **Location** + In Territory- Western Part of US . + Travel as needed; Up to 10-30% travel… more
- NBT Bank (Norwich, NY)
- Pay Range: $22.20 - $29.58 Acts as primary back-up to the Wealth Management Trust Operations Manager ensuring Trust Support Services functions at optimal ... timely. + 25% Serve as primary back-up to the Wealth Management Trust Operations Manager including reconciling...be authorized to work for any employer in the US We are unable to sponsor or assume sponsorship… more
- NBT Bank (Williamsville, NY)
- …part of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE ... financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other… more
- HSBC (New York, NY)
- …US market, wealth , affluesnt market trends, and deep understanding of US regulatory framework, risk management and compliance + Outstanding work ethic and ... of 10 - 15 years years in Private Banking / Wealth Management , with significant exposure to COO...**Job Field:** Investment Banking, Markets and Research **Primary Location:** North America- United States -New York-New York **Req ID:**… more