- Raymond James Financial, Inc. (Clarence, NY)
- **Who We Are:** At Scheff and Liddell Wealth Group, we believe experience matters, in both depth and variety. We operate as a well-coordinated team to stay sharp and ... and with integrity, including maintaining client and firm confidentiality. _Scheff Liddell Wealth Group and its employees are independent contractors with respect to… more
- City National Bank (New York, NY)
- …years of experience with bank products and services (eg. deposits, wealth management, cash management, international, etc.) required. *Additional Qualifications* * ... all bank products and services (including, but not limited to Deposits, Wealth Management, Treasury Services, International, etc.) * Thorough understanding of risk… more
- Equitable (Melville, NY)
- …out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals ... they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your… more
- Citigroup (New York, NY)
- Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Specialist, you will manage transactions from inception to ... services. + **Compliance:** Adhere to all legal and regulatory policies of Citi Wealth **Qualifications:** + 10 years of experience in escrow agent transactions or… more
- Neuberger Berman (New York, NY)
- …support for, but not limited to, the Fixed Income and Private Wealth businesses. Responsibilities include, but are not limited to, budgeting, forecasting, management ... annual budget and period outlook updates for the fixed income and private wealth businesses including flows and revenue projections and detailed expense budgets +… more
- Citigroup (New York, NY)
- …financial results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's overall strategic ... : + 15+ years of financial experience and leadership progression in the wealth industry and/or a global financial services organization + Knowledge and experience… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- Citigroup (New York, NY)
- …driven solutions. You will work closely with the Deposits business in Wealth Management to gather requirements, analyze complex datasets and deliver actionable ... years of experience in in a business/data analyst role, ideally within the Wealth Management environment. + Strong coding and scripting skills (eg, SQL, Python,… more
- AON (New York, NY)
- …diverse team of seasoned brokers, accounts executives, and risk analysts each bringing a wealth of knowledge and experience to the table. This position offers you an ... diverse team of seasoned brokers, accounts executives, and risk analysts each bringing a wealth of knowledge and experience to the table. This position offers you an… more
- JPMorgan Chase (New York, NY)
- …breadth of JPMorgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan Private ... experience working with affluent clients and/or subject matter expertise in the affluent wealth market + Knowledge of affluent market and key drivers of client… more