• UHNW Private Banker - Managing Director

    Citigroup (New York, NY)
    …and sources of wealth generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor ... + Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients'… more
    Citigroup (07/31/25)
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  • Mortgage Lending Officer SAFE Act

    Citigroup (East Meadow, NY)
    …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends… more
    Citigroup (09/16/25)
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  • Controller

    Robert Half Finance & Accounting (Mount Kisco, NY)
    Description We are looking for an experienced Controller to join a dynamic wealth management firm. This position offers an exciting opportunity to oversee the ... in accounting or auditing, preferably within public accounting. * Familiarity with wealth management , family office operations, or high-net-worth client services… more
    Robert Half Finance & Accounting (09/04/25)
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  • Business Analytics Sr. Manager - C13

    Citigroup (New York, NY)
    …data driven solutions. You will work closely with the Deposits business in Wealth Management to gather requirements, analyze complex datasets and deliver ... in in a business/data analyst role, ideally within the Wealth Management environment. + Strong coding and...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
    Citigroup (07/25/25)
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  • Tax Director/Manager

    Robert Half Finance & Accounting (Latham, NY)
    Description An independent wealth management firm with $500+ AUM is seeking a Tax Director/Manager to join their growing firm. In this role you will work in ... conjunction with the wealth management team to provide comprehensive tax...available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals… more
    Robert Half Finance & Accounting (09/04/25)
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  • Portfolio Manager

    Neuberger Berman (New York, NY)
    …We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and other benefits to eligible ... equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to...and Clearwater) **Qualifications:** + 10+ years of experience in insurance and/or asset management + Experience managing… more
    Neuberger Berman (07/18/25)
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  • Senior Account Executive - Commercial Lines…

    HUB International (New York, NY)
    …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... comprehensive benefit and total compensation packages which could include health/dental/vision/ life /disability insurance , FSA, HSA and 401(k) accounts,… more
    HUB International (08/14/25)
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  • Security Representative Senior

    Lockheed Martin (Owego, NY)
    …when extending an offer\. **Benefits offered:** Medical, Dental, Vision, Life Insurance , Short\-Term Disability, Long\-Term Disability, 401\(k\) match, ... when extending an offer\. **Benefits offered:** Medical, Dental, Vision, Life Insurance , Short\-Term Disability, Long\-Term Disability, 401\(k\) match,… more
    Lockheed Martin (09/28/25)
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  • Senior Premier Banker- Queens Expansion

    Wells Fargo (Little Neck, NY)
    …employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident insurance + ... help you thrive, in one place. Living the Well Life (https://www.wellsfargojobs.com/en/well- life /) means you're supported in ...with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet… more
    Wells Fargo (09/12/25)
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  • Assistant Account Executive

    HUB International (Melville, NY)
    …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... an Employee Benefits insurance environment (preferred, not required). + Obtain your Life & Health License after a pre-determined amount of time employed by HUB.… more
    HUB International (09/27/25)
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