• Senior Wealth Advisor SAFE Act - Forest…

    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
    Citigroup (07/25/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (New York, NY)
    The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth ... located across 3,500 branches and 20 offices. As a Vice President in Wealth Management Banking Business Development, you will be responsible for managing… more
    JPMorgan Chase (08/09/25)
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  • Community Mortgage Lending Officer SAFE Act…

    Citigroup (Garden City, NY)
    …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends ... able to work independently + Strong relationship development and management skills + Expertise of general lending ...and management skills + Expertise of general lending products and overall mortgage industry. + This position… more
    Citigroup (06/27/25)
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  • Wealth Strategy Lead Analyst - C13

    Citigroup (New York, NY)
    …informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are ... **Overview** Citi Wealth is a leading provider of financial solutions...firms and attorneys. From investment strategy, to banking, to lending and cash management we are here… more
    Citigroup (07/01/25)
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  • Citi Wealth - Head of Wealth

    Citigroup (New York, NY)
    …range of potential solutions including wealth structuring, insurance, trust management , and various investment and lending opportunities. This individual ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… more
    Citigroup (05/17/25)
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  • JP Morgan Wealth Management - Market…

    JPMorgan Chase (Brooklyn, NY)
    …offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management , you will create a culture ... those just starting to save to those with significant wealth . **Job responsibilities** + Have a passion for our...promote Advisors + Drive integration with partners from Branch Management , Business Banking and Home Lending to… more
    JPMorgan Chase (06/18/25)
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  • Temporary Indirect Lending Operations…

    Arrow Financial Corporation (Glens Falls, NY)
    …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... Currently, we are looking for an experienced professional to join the Indirect Lending team as a Temporary Employee: Temporary Indirect Lending Operations… more
    Arrow Financial Corporation (08/08/25)
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  • Chase Strategy Vice President

    JPMorgan Chase (New York, NY)
    …including Consumer & Business Banking, Credit Card & Connected Commerce, Home & Auto Lending , Wealth Management , Product & Technology, HR, and Operations. ... in managing fast-paced projects that are of high priority to our senior management and are at the forefront of the industry. Your responsibilities will encompass… more
    JPMorgan Chase (06/06/25)
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  • Chase Strategy Associate

    JPMorgan Chase (New York, NY)
    …including Consumer & Business Banking, Credit Card & Connected Commerce, Home & Auto Lending , Wealth Management , Product & Technology, HR, and Operations. ... be involved in high-priority projects that are at the top of our senior management 's agenda and at the forefront of the industry. Your responsibilities will include… more
    JPMorgan Chase (08/08/25)
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  • Branch Manager - Western Queens

    JPMorgan Chase (Rego Park, NY)
    …and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a seamless experience for ... and skills** + College degree or military equivalent + 2+ years of management , Retail Banking experience or equivalent Chase leadership experience + Strong desire… more
    JPMorgan Chase (08/03/25)
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