• Family Wealth Office Director

    KeyBank (New York, NY)
    …, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship Manager + Engages the family's outside advisors + Coordinates ... Works with the Family Strategist to develop the annual client relationship plan and coordinates the entire...**Advisory** + Develops a deep knowledge of our Family Wealth client 's entire financial and family situation.… more
    KeyBank (04/15/25)
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  • Americas Wealth Markets Business…

    Citigroup (New York, NY)
    **Americas Wealth Markets Business Manager ** The Americas Wealth Markets Business Manager is a critical role supporting the execution of business-defined ... The Business Manager will also support producing materials for the Wealth Markets monthly Business Management meeting forums. This role requires interaction with… more
    Citigroup (05/16/25)
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  • Lead Product Manager - Wealth…

    Wells Fargo (New York, NY)
    …experience for Advisors and Client Associates. Wells Fargo is seeking a Lead Product Manager to join our Client Relationship Group to define and own ... The ** Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and… more
    Wells Fargo (05/21/25)
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  • Wealth Strategies Advisor

    Bank of America (Melville, NY)
    …us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New...clients and prospects. Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for U/HNW… more
    Bank of America (03/21/25)
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  • Sr Manager , Wealth Advisor - Schwab…

    Charles Schwab (New York, NY)
    …us "challenge the status quo" and transform the finance industry together._ As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are ... on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice… more
    Charles Schwab (05/21/25)
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  • Senior Wealth Advisor SAFE Act - Jackson…

    Citigroup (Queens, NY)
    …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth… more
    Citigroup (06/03/25)
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  • Associate General Counsel - Private Wealth

    Neuberger Berman (New York, NY)
    …with wealth advisors, portfolio managers and operations on all aspects of the client relationship ; and assisting with legal issues around client account ... The Associate General Counsel - Private Wealth will play an integral role within Neuberger...initiatives. + Review and approve marketing materials and other client communications to ensure that they comply with regulatory… more
    Neuberger Berman (05/02/25)
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  • Senior Wealth Advisor

    M&T Bank (Hauppauge, NY)
    …**Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility...and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused… more
    M&T Bank (05/05/25)
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  • Senior Trust Advisor - Truist Wealth

    Truist (New York, NY)
    …and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new ... change from time to time. + Engage with the Wealth Advisor and Investment Manager as a...team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist… more
    Truist (05/31/25)
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  • Merrill Market Client Relationship…

    Bank of America (New York, NY)
    Merrill Market Client Relationship Manager New York, New York **Job Description:** This job is responsible for leading the overall service delivery model to ... growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report… more
    Bank of America (05/08/25)
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