• Senior Portfolio Advisor

    Citigroup (New York, NY)
    …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... Citi Global Wealth (CGW) is a partnership between the Global...products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking.… more
    Citigroup (08/14/25)
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  • Special Needs Trust Manager - Fiduciary Manager

    Wells Fargo (Purchase, NY)
    …benefits as they relate to Special Needs Trust administration + Experience in wealth management with high-net-worth clients of at least five million dollars ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: *...Plan + Paid time off + Disability benefits + Life insurance , critical illness insurance ,… more
    Wells Fargo (09/16/25)
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  • Counsel

    Wellington (New York, NY)
    …and wealth channels, with a focus on complex investment management agreements (IMAs), regulatory matters, and strategic client initiatives. This role offers ... **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
    Wellington (10/01/25)
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  • Video Producer

    Wellington (New York, NY)
    … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... **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
    Wellington (07/25/25)
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  • Product Manager Lead

    PNC (Madison, NY)
    …VBA * Working knowledge of asset types and classifications as part of a Wealth Management Investment portfolio * Understanding of key drivers of SBL economics ... as product expert for securities based lending for Private Bank / Wealth Management *Responsible for leading product development / enhancements initiatives,… more
    PNC (10/02/25)
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  • WCIB Technology Program and Strategy Execution…

    US Bank (New York, NY)
    …or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and ... all of us to bring our shared ambition to life , and each person is unique in their potential....a Technology Program and Strategy Execution Lead for our Wealth , Corporate, Commercial and Institutional Banking (WCIB) Business. The… more
    US Bank (09/25/25)
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  • Financial Professional - Retirement Benefits Group…

    Equitable (Melville, NY)
    …carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for ... dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance ; and Transportation Reimbursement Incentive Program (TRIP), each… more
    Equitable (08/02/25)
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  • Financial Advisor, Truist Investment Services

    Truist (New York, NY)
    …66 (63 and 65 in lieu of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management ... of Truist offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings… more
    Truist (09/30/25)
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  • Senior Group Manager, Internal Audit

    Citigroup (New York, NY)
    …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... The Audit Director is a senior level management position responsible for contributing to the strategic...degree preferred \#NAMInternalAudit **This specific role will focus on Wealth technology which is a fast moving area with… more
    Citigroup (09/17/25)
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  • Lead Finance Officer - Citi Private Bank

    Citigroup (New York, NY)
    …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... is a key member of the Private Bank business management team and supports the development and implementation of...results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's… more
    Citigroup (08/01/25)
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