• Citi Wealth Lending - Head of Lending…

    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 (07/02/25)
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  • Senior Specialist, Product Marketing…

    S&P Global (New York, NY)
    …and content strategies that resonate with target audiences in the evolving wealth management landscape. As part of the broader commercial organization, ... demonstrate effective messaging and audience engagement. + In-depth understanding of wealth management , investment strategies, and the product development… more
    S&P Global (08/04/25)
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  • Director, Senior Sales Lead - Aladdin…

    BlackRock (New York, NY)
    … team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management , and portfolio ... someone interested in Financial Technology who has experience working with Wealth Management clients across complex relationships. **Key Responsibilities:** +… more
    BlackRock (07/20/25)
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  • BankOnBuffalo, Wealth Partner Team Lead

    BankOnBuffalo (Buffalo, NY)
    …work with others to achieve excellent results by demonstrating: + Leadership- Be the Wealth Management Leader by driving business for your division + Integrity- ... combination of education and/or experience. Minimum of 7 years' experience in Wealth Management or a related field required. 10+ years' worth of wisdom in… more
    BankOnBuffalo (08/20/25)
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  • Head of Private Wealth Platforms…

    Neuberger Berman (New York, NY)
    …advisors, serving as the business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal to the ongoing Private ... to support SMA/UMA structures, financial planning, proposals, analytics, and other core wealth management needs. + Lead the design and implementation of the NB… more
    Neuberger Berman (08/14/25)
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  • Citi Wealth Lending - US Cards Relationship…

    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 (08/14/25)
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  • Wealth Regional Director - NY Metro (C16)

    Citigroup (Smithtown, NY)
    The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is responsible for… more
    Citigroup (07/12/25)
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  • Senior Wealth Advisor SAFE Act - Forest…

    Citigroup (New York, NY)
    …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and… more
    Citigroup (07/25/25)
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  • Global Head of Securities Based Lending, Citi…

    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 (08/08/25)
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  • Citi Wealth Lending - Business Strategy…

    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 (07/31/25)
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