• Citi Wealth / Private Bank - HNW…

    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 ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
    Citigroup (06/03/25)
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  • Wealth Associate Supervisor

    Canandaigua National Bank & Trust (Pittsford, NY)
    …This position ensures staff can provide administrative support relating to Canandaigua National Bank Wealth Services to customers within the bank 's market ... Wealth Associate Supervisor Canandaigua National Bank Location: Pittsford, NY (Hybrid - in office days may vary) What does a Wealth Associate Supervisor do?… more
    Canandaigua National Bank & Trust (08/02/25)
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  • Wealth Regional Director - NY Metro (C16)

    Citigroup (Smithtown, NY)
    …national business. This person will have an expert understanding of the US wealth advisory and bank -channel industry, and direct competitors' products and ... and Relationship Manager productivity. + Partner across businesses such as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private Bank… more
    Citigroup (07/12/25)
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  • Citi Wealth Lending - OneCiti Lending…

    Citigroup (New York, NY)
    …Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold as part of ... Citi Wealth is a leading provider of financial solutions...and maintain a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively identify lending opportunities… more
    Citigroup (07/31/25)
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  • Citi Wealth Lending - Head of Lending…

    Citigroup (New York, NY)
    …Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold as part of ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
    Citigroup (07/02/25)
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  • Citi Wealth Lending - Business Strategy…

    Citigroup (New York, NY)
    …Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold as part of ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
    Citigroup (07/31/25)
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  • Citi Wealth - Head of Lending Solutions…

    Citigroup (New York, NY)
    …Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold as part of ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
    Citigroup (05/14/25)
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  • Wealth Managment Advisor

    US Bank (New York, NY)
    …Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... sales enablement tools **_Learn more in our digital handbook_** Explore a rewarding Wealth Management career with US Bank and US Bancorp Investments… more
    US Bank (06/19/25)
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  • Lead Finance Officer - Citi Private Bank

    Citigroup (New York, NY)
    …delivering financial results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's overall ... The Private Bank LFO is accountable for leading the development...years of financial experience and leadership progression in the wealth industry and/or a global financial services organization +… more
    Citigroup (08/01/25)
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  • Senior Wealth Advisor SAFE Act - Forest…

    Citigroup (New York, NY)
    … and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and ... Citi Global Wealth brings together the full power of Citi...supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments… more
    Citigroup (07/25/25)
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