- JPMorgan Chase (New York, NY)
- …the preparation and transition process for Advisors concluding their careers at JP Morgan Wealth Management + Support the launch of new technology and platforms ... information **Preferred qualifications, capabilities, and skills:** + Strong understanding of Wealth Management products and services, as well as fundamental… more
- JPMorgan Chase (New York, NY)
- …a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured by ... Head of US Mortgage Product is responsible for comprehensive product management , including strategic planning, creation, design, launch, and lifecycle management… more
- CIBC (New York, NY)
- …years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients first:** You ... We're building a relationship-oriented bank for the modern world. We need talented,...**Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional… more
- Citigroup (New York, NY)
- …Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, Wealth at Work and Private Bank ), product education and implementation ... experienced investment professional with Alternative Investments knowledge, exceptional relationship management , communication and influencing skills, and strong sales experience.… more
- JPMorgan Chase (New York, NY)
- …Us:** The Private Foundations Services Team (PFS) at JP Morgan Private Bank partners with foundation principals and decision-makers to preserve favorable tax status ... administrative responsibilities. Our team, with decades of experience in nonprofit management and grantmaking, oversees over 10,000 grant requests annually. As part… more
- Citigroup (New York, NY)
- …is a product within the Banking and Custody unit of Citi Private Bank 's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role ... functional strategy and new business origination in areas managed. Full management responsibility for multiple teams across several locations, including … more
- NBT Bank (Williamsville, NY)
- …part of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE ... Compensation Range: $95,860 -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank 's… more
- Citigroup (New York, NY)
- …entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank . It ... Citi's Wealth business serves the needs of clients across...Management Director will be part of the Citi Wealth team within Investment Solutions. This role will report… more
- Citigroup (Garden City, NY)
- …+ Introduce clients to segment partners when appropriate (including but not limited to Bank , Wealth Management , Small Business, Cards, etc. + Keep abreast ... relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank . + Appropriately assess risk when business decisions are made, demonstrating… more
- Bank of America (New York, NY)
- …This job is responsible for leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in the ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/International-Client-Relationship-Manager\_25033861) **Job Description:** Merrill Wealth Management is a leading provider of… more