- Citigroup (New York, NY)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... Citi Global Wealth brings together the full power of Citi...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and establish contact with… more
- Wells Fargo (New York, NY)
- …from beginning to end + 3+ years of demonstrated business development experience within private client wealth management + Proven track record managing ... Asset Advisor to join the Specialty Asset Management organization within Wealth & Investment ...and oversight of real estate acquisitions on behalf of wealth management clients in the region in… more
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...of this client promise acting as the primary client advisor developing and implementing strategies based on the client's… more
- KeyBank (Syracuse, NY)
- …the local community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as ... Street - Syracuse, New York 13202-1600 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...of this client promise acting as the primary client advisor developing and implementing strategies based on the client's… more
- Athene (New York, NY)
- … market-through models, managed accounts, and advisor platforms + Identify advisor and allocator pain points around risk management , income generation, and ... to market + Ensure strategic coherence with Apollo's broader wealth initiatives, including the expansion of private ...or structured insurance solutions - Wealthtech, SMA/UMA platforms, or private asset access in advisor channels +… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances...experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management , financial products, and services. +… more
- Wellington (New York, NY)
- …preferably in a similar role. + Proven track record developing and/or leading US Wealth sales enablement within an asset management firm. + Extensive background ... + Demonstrated success in improving sales performance. + Comprehensive understanding of asset management and deep knowledge of the US Wealth market. + Proficient… more
- Citigroup (New York, NY)
- …responsibility for volume, quality, timeliness and delivery of end results of the wealth management team, including banking and investment products, the sales ... have responsibility for planning, budgeting and influencing policy changes related to wealth management banking and investments. Involved in short-term planning… more
- T. Rowe Price (New York, NY)
- …in assets under management globally (as of March 31, 2025). The Wealth Management distribution group strives to build strong long-term relationships through ... products offered by TRP & OHA. + Work with Wealth Management Executive leadership team to ensure...well as ensuring the appropriate support model to service advisor specific needs in the intermediary space. + Partner… more