- Citigroup (New York, NY)
- …The Business Risk - Program Management Director will be part of the Citi Wealth team within Investment Solutions. This role will report to the Head of ... across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank.… more
- BankOnBuffalo (Buffalo, NY)
- …Work closely with Retail Management to ensure that branch customers with investment needs are being introduced properly to Wealth Partners + Collaborate with ... to achieve excellent results by demonstrating: + Leadership- Be the Wealth Management Leader by driving business for your division + Integrity- Demonstrate… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Citigroup (New York, NY)
- **Job** **Description** The Wealth Planning Specialist is a subject matter expert in financial planning and related areas, servicing high-net-worth individuals, ... with financial advisors and their clients to provide education on diverse wealth planning opportunities, ranging from fundamental to highly complex. The specialist… more
- Neuberger Berman (New York, NY)
- …experience with Financial Services Cloud a plus + Experience within Asset Management and/or Private Wealth Industry highly preferred + Experience with ... will play a key role in driving adoption and providing support for the Private Wealth channel. Reporting to the Head of Sales Enablement, this role is focused on… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Citigroup (New York, NY)
- …range of potential solutions including wealth structuring, insurance, trust management , and various investment and lending opportunities. This individual ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… more
- HSBC (Buffalo, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... the business + Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- TD Bank (New York, NY)
- …experience + 10+ years of experience with a proven track record in a high-level management role within wealth management or private banking + FINRA Series ... equivalent - Series 9, 10) + Must have extensive Wealth Management leadership experience + Extensive understanding...+ In-depth knowledge of OCC, RIA and B/D Operations, investment products, trust + Must be able to delegate… more