- Robert Half Finance & Accounting (Mount Kisco, NY)
- …experience in accounting or auditing, preferably within public accounting. * Familiarity with wealth management , family office operations, or ... We are looking for an experienced Controller to join a dynamic wealth management firm. This position offers an exciting opportunity to oversee the accounting… more
- 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)
- …affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at ... that serves clients across the wealth continuum. Wealth serves ultra-high-net-worth individuals and family offices...areas within Wealth , including Banking, Investments, Lending, Wealth Planning, Chief Operating Office and Chief… more
- Citigroup (Greenburgh, 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
- US Bank (New York, NY)
- …a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank. ... and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to… more
- Charles Schwab (New York, NY)
- …you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while ... finance industry together.** **We believe in the importance of in- office collaboration and fully intend for the selected candidate...work on site in the specified location.** As a Wealth Advisor within Schwab Wealth Advisory (SWA),… 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
- US Bank (New York, NY)
- …management issues, providing counsel and expert advice in all areas of Wealth Management . This position requires National Mortgage Licensing System (NMLS) ... of experience in high and ultra-high net worth client wealth management activities **Preferred Skills/Experience** - Excellent...role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more