- Santander US (New York, NY)
- …done out our warehouses. + Partner closely with internal global teams across sales, banking , capital markets, and wealth management to help educate, develop, ... collateral. + Prepare presentations for internal Santander business partners and senior management covering private credit market trends and summarizing current… more
- Bank of America (New York, NY)
- …and centers of influence **Required Skills:** + 15+ years' experience in private banking (ultra high-net-worth space), business development and relationship ... Private Client Manager II New York, New York;Frisco,...management + Significant knowledge of banking and credit: general understanding of investments,… more
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert… more
- City National Bank (New York, NY)
- …Commercial and Consumer lending highly preferred * Experience supporting the Private Banking & Wealth Management line of business Strongly Preferred * ... II EPMO* WHAT IS THE OPPORTUNITY? The EPMO function is responsible for the management of major programs across the bank. This position is responsible for the… more
- KeyBank (Syracuse, NY)
- …background (required) **Tactical Skills** + General knowledge of financial services and wealth management . + Demonstrated proficiency and effectiveness in client ... + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Schedule internal and… more
- JPMorgan Chase (Brooklyn, NY)
- …agencies. + Collaborate with JPMC firm leads to support the partner's engagement with Private Banking , Wealth Management , and card partners. **Required ... Chase serves as the private label finance partner to a leading high-end...and your brand counterpart on strategy, and with campaign management on the execution of campaigns to drive scalable… more
- City National Bank (New York, NY)
- …RISK BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking , Private Banking and Wealth Management * WHAT IS THE OPPORTUNITY? Operational Risk ... and businesses in the entertainment and sports industry. * Private Banking and Wealth Management help clients strategically plan and invest so that every… more
- TD Bank (New York, NY)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is ... clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the...clients, delivering thought leadership across all capabilities at TD Wealth . A critical objective of the ARM will be… more
- Citigroup (New York, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private ... management , trust and estate planning, investment finance and banking . By building on the strengths and capabilities across...Management Director will be part of the Citi Wealth team within Investment Solutions. This role will report… more
- Citigroup (Queens, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private ... and regulatory exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. +… more