- US Bank (New York, NY)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US...and due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon… more
- Wellington (New York, NY)
- …to clients in over 60 countries, visit our website to see our assets under management . Our innovative investment solutions are built on the strength of ... **About Us** **Wellington Management ** offers comprehensive investment management...nearly all segments of the global capital markets. Our investment solutions , tailored to the unique return… more
- Neuberger Berman (New York, NY)
- …experience with Financial Services Cloud a plus + Experience within Asset Management and/or Private Wealth Industry highly preferred + Experience with ... will play a key role in driving adoption and providing support for the Private Wealth channel. Reporting to the Head of Sales Enablement, this role is focused on… more
- HUB International (New York, NY)
- …and institutions across the United States. HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and institutions to ... property, casualty, risk management , life and health, employee benefits, investment , and wealth management products and services. A subsector of HUB,… more
- HSBC (Buffalo, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... clients. As our Wealth Relationship Manager you will: + Provide financial solutions and opportunities to your portfolio of clients + Increase wallet share of… more
- Citigroup (New York, NY)
- …of potential solutions including wealth structuring, insurance, trust management , and various investment and lending opportunities. This individual will ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… more
- Citigroup (New York, NY)
- …. The Business Risk - Program Management Director will be part of the Citi Wealth team within Investment Solutions . This role will report to the Head of ... spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer...Business Risk for Investment Solutions within Citi Wealth .… more
- JPMorgan Chase (New York, NY)
- …administrative responsibilities. Our team, with decades of experience in nonprofit management and grantmaking, oversees over 10,000 grant requests annually. As part ... Ability to prioritize, multi-task, and meet deadlines. + Problem-solving and risk management capabilities. + Client servicing and relationship management . +… more
- Tompkins Community Bank (Mount Kisco, NY)
- …expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across investment , trust, banking, and ... or equivalent experience required. + Minimum of five (5) years of experience in Wealth Management , Business Development, and Relationship Management . + CFP,… more
- Citigroup (New York, NY)
- This role reports to the Global Head of Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including ... investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/… more