- 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 ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …required. A combination of education and work experience will be considered. + Specialized wealth management education and training. + A minimum of five (5) ... Wealth Associate Supervisor Canandaigua National Bank Location: Pittsford,...in it for the long haul. What truly sets us apart from other financial institutions is the quality… more
- Citigroup (New York, NY)
- …knowledge of global regulatory frameworks, tax regulations, and the intricacies of wealth management products and client structures. The ideal candidate will ... payments, reporting, and documentation across a diverse range of wealth management products in NAM. Ensure oversight...quickly to regulatory changes and business needs. **Why Join Us ?** + **Global Impact:** Play a key role in… more
- HUB International (New York, NY)
- …of retirement plan participants, individuals, and institutions across the United States . HUB/TCG is dedicated to delivering expert wealth management ... management , life and health, employee benefits, investment, and wealth management products and services. A subsector...and all users. If you would like to contact us regarding the accessibility of our website or need… more
- US Bank (New York, NY)
- … US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are ... **_Learn more in our digital handbook_** Explore a rewarding Wealth Management career with US ...Security E-Verify program in all facilities located in the United States and certain US … more
- Broadridge Financial Solutions (New York, NY)
- …from pre-qualification to completion. The position requires high-level interaction with senior management at both the client and Broadridge. + Follow a ""Playbook"" ... with clients to keep them abreast of product information. + Provide management with all requested sales reports and supporting correspondence, including the… more
- JPMorgan Chase (New York, NY)
- …As a Private Wealth Alternatives Marketing Director on the Asset & Wealth Management Marketing team, you will lead innovative marketing strategies to promote ... our alternative investment products to US financial advisors. You will collaborate with a forward-thinking...+ 10+ years of strong marketing experience in asset management , or wealth management industry… more
- Wellington (New York, NY)
- … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... **About Us ** **Wellington Management ** offers comprehensive investment... management , preferably within the financial services or wealth management industry. + **Education:** Bachelor's degree… more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- Citigroup (New York, NY)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles...Support **Time Type:** **Primary Location:** New York New York United States **Primary Location Full Time Salary… more