- Citigroup (Smithtown, NY)
- …the sales teams to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance ... The Wealth Regional Director is a senior leader within... Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and… more
- JPMorgan Chase (New York, NY)
- …their long-term financial goals and is comprised of the Chase wealth management business, JP Morgan Advisors, Personal Advisors and Self-Directed - our digital ... The JP Morgan Wealth Management (USWM) business is focused on helping...deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives **Required… 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 ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires....global wealth business. **Job Description** The Citi's Wealth Strategy team serves as a trusted advisor… more
- City National Bank (New York, NY)
- …for accuracy. * Generate properly formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new account paperwork ... prepares initial drafts of Investment Policy Statements for new clients; reviews with Wealth Advisor . *Must-Have** * Bachelor's Degree or equivalent * Minimum 1… more
- Tompkins Community Bank (Ithaca, NY)
- … Advisors/Trust Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations. ... client events; client mailings and holiday gifts and notify Wealth Advisor /Trust Officer when set alerts/ticklers are.../Trust Officer when set alerts/ticklers are triggered. + Assist financial planning by entering client information into the … more
- JPMorgan Chase (New York, NY)
- …Business Administration, or a related field + Minimum of 5 years of experience in wealth management, financial services, or a related industry, with a focus on ... The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our… more
- US Bank (New York, NY)
- … Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting ... Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary… more
- JPMorgan Chase (New York, NY)
- …leader on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help both ... the client and Wealth Management business grow. You enjoy shaping the future...help people invest on their own or with an advisor , informed by industry-leading proprietary research and third-party market… more
- Bank of America (Albany, NY)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. ... The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a...& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational,… more