- Citigroup (New York, NY)
- **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities ... to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech...offer, and ultimately help them achieve their goals. Citi Wealth serves over 600,000 clients across its global footprint… more
- Nuveen Investments (White Plains, NY)
- ** Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on ... Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our...you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. * Deeply… more
- Neuberger Berman (New York, NY)
- **Position Overview:** The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, prioritization, ... management. This leader acts as the connective tissue across Private Wealth , Technology, Operations, Compliance, Finance, and client-facing teams to source and… more
- Neuberger Berman (New York, NY)
- …proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. ... 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)
- …Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a ... and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change… more
- Ballston Spa National Bank (Ballston Spa, NY)
- Ballston Spa, NY, USA | Wealth Management Solutions | Hourly | 20.00-28.00 per hour Eligible for incentive plan | Full Time | Comprehensive benefits package ... BSNB ! BSNB is looking to hire an enthusiastic Wealth Management Support Specialist to join our growing ...Wealth Management Support Specialist to join our growing Wealth Management department. Do you enjoy interacting with clients… more
- Charles Schwab (Albany, NY)
- …helping us "challenge the status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & ... you are good at:** The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight...help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth Advisory (SWA).… more
- Equitable (New York, NY)
- Head of Wealth - Mergers and Acquisitions ( 250000NU ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable **Schedule** : Full-time ... strategic and results-driven leader to serve as Head of Wealth Mergers & Acquisitions within our Corporate Development team....by leading all aspects of M&A activity in the Wealth Management segment-from market analysis and deal origination to… more
- Tompkins Community Bank (Pittsford, NY)
- Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client relationships. This ... individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth Advisor III will create… more
- KeyBank (Amherst, NY)
- …Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with regulatory ... and testing. The ideal candidate has a functional knowledge of wealth management, trust/fiduciary compliance laws and regulations, risks and supporting operational… more