- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- Citigroup (New York, NY)
- **Overview** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- Citigroup (New York, NY)
- …ethical standards and making a positive impact on the communities we serve. **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… more
- Charles Schwab (New York, NY)
- …the status quo" and transform the finance industry together. Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab ... Wealth Advisory is a premier, fee based and non-discretionary...built on Schwab's approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4… more
- HSBC (Buffalo, NY)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and ... Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth... wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a… more
- Citigroup (New York, NY)
- **Citi Wealth Lending - Global Head of Securities Based Lending** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- Wealth Associate Supervisor Canandaigua National Bank Location: Pittsford, NY (Hybrid - in office days may vary) What does a Wealth Associate Supervisor do? The ... Associate Supervisor is responsible for directly supervising the Wealth Associate staff within the Wealth Solutions...supervising the Wealth Associate staff within the Wealth Solutions department. This position ensures staff can provide… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- Citigroup (New York, NY)
- **Director, Wealth Communications** The Enterprise Services and Public Affairs (ESPA) team's mission is to enhance how our internal and external stakeholders - ... looking for an experienced and driven strategic leader to join our Citi Wealth Communications team. The individual in this role will be responsible for developing… more
- Charles Schwab (Manhasset, NY)
- …to a base salary, this role is also eligible for bonus or incentive opportunities The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice ... 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