- KeyBank (New York, NY)
- …a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team ... role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated...services and ensures the client receives an industry leading family office experience. While serving UHNW clients,… more
- 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 ... bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… 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 ... at $3MM+ net worth into Private Wealth Management , help with client discovery and...our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance,… more
- BlackRock (New York, NY)
- …or experience as a wealth advisor a plus + Minimum 5 years in wealth management , law firm, public accounting, or similar roles + Expertise in the following ... deliver world-class service to all of our clients, from wealth advisors to family offices to endowments...and external webinars and events + Interact with portfolio management , research, business development and clients + Stay current… more
- NBT Bank (Norwich, NY)
- …resources are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and ... Pay Range: $72,094.00 - $96,088.00 Manages back office support for the Trust function. Ensures supporting...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50%… 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
- Citigroup (New York, NY)
- …application + Effective verbal, written and negotiation skills + Effective project management skills + Effective influencing and relationship management skills + ... environment **Education** : + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Internal Audit **Job Family :** Audit **Time Type:**… more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... adoption, advisor satisfaction, proposal conversion rates, and platform-enabled growth. **Job Family Group:** Project and Program Management **Job Family… more
- Citigroup (New York, NY)
- …creativity in addressing complex challenges. **Desirable:** Familiarity with Wealth Management business processes and front office users is extremely ... complex challenges to meet the needs of our front office users and clients. In this role, you will...Other job-related duties may be assigned as required. **Job Family Group:** Decision Management **Job Family… more
- Live Nation (New York, NY)
- …ADA ticket laws WHAT THIS PERSON WILL BRING Required: + Experience in Box Office / Ticketing Management + Flexible Schedule (days/nights, weekends, and holidays) ... of the Department + Organize/Manage daily & nightly Box Office operations (Will Call, Guest List, Ticket Sales, Ticket...calendars of events + Interact with artist, record label, management and band tour accountant. Provide reports as necessary.… more