- Citigroup (New York, NY)
- …that cater to the increasing demand for digital assets within a holistic wealth management framework. Through expert guidance and proactive engagement, the team ... **About the Digital Assets Group** The Citi Wealth Digital Assets team serves as subject matter...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Tompkins Community Bank (Mount Kisco, NY)
- …leveraging referral networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across ... or equivalent experience required. + Minimum of five (5) years of experience in Wealth Management , Business Development, and Relationship Management . + CFP,… more
- Wellington (New York, NY)
- …**Qualifications** Specific qualifications include: + 10+ of marketing or product management experience within the US intermediary and wealth channel, ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...flexible spending accounts and commuter program, employee assistance program, life and disability insurance , adoption assistance, back-up… more
- Pioneer Bank (Albany, NY)
- …Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President - Wealth Management CLASSIFICATION: Full Time, Base + Commission BASE SALARY: ... to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for working with...Education & Experience: + Has completed New York State Life and Health Insurance License, FINRA Series… more
- HUB International (New York, NY)
- …boundaryless array of business insurance , employee benefits, risk services, personal insurance , retirement, and private wealth management products and ... offer comprehensive benefit and total compensation packages which include health/dental/vision/ life /disability insurance , FSA, HSA and 401(k) accounts,… more
- Citigroup (New York, NY)
- …data driven solutions. You will work closely with the Investments 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
- Neuberger Berman (New York, NY)
- …of experience in a quantitative, analytical, or risk-focused role within financial services, asset management or wealth management . + Expertise in risk and ... We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance , retirement, life insurance and other benefits to… more
- Citigroup (New York, NY)
- …processes. This role requires a strategic thinker with expertise in analytics, data management , and wealth management . The individual will work closely ... adaptability, and creativity in addressing complex challenges. **Desirable:** Familiarity with Wealth Management business processes and front office users is… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi… more
- Citigroup (New York, NY)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... functional strategy and new business origination in areas managed. Full management responsibility for multiple teams across several locations, including … more
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