• Citigroup, Inc. (Forest Hills, 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 ... works for you, feel free to apply and a recruiter will reach out to you to review your...assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
    Upward (07/10/25)
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  • Vestwell (New York, NY)
    …communication and organizational skills Experience in a client-facing Retirement, Wealth Management , Client Success, Implementation or Operations role ... diverse projects. What Will You Be Doing? Vestwell's Program Management Team team plays an instrumental role in driving...process concludes with a references check stage for your recruiter to meet with a current or former supervisor… more
    Upward (07/07/25)
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  • Capco (New York, NY)
    …advisors to the firm. We are experts in capital markets, banking and payments and wealth and asset management . We have a deep knowledge in financial services ... About the Team: Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For… more
    Upward (07/05/25)
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  • FIS, Inc. (New York, NY)
    …utilities and associations Prepare reports and data for internal teams (Product Management , Risk, Corporate Compliance, Internal Audit, and Senior Management , ... among others) as required Collaborate with the broader Product Management , Product Development, Professional Services, Client Experience teams to ensure that… more
    Upward (06/27/25)
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  • Private Wealth Management

    Citizens (New York, NY)
    Wealth is charging forward with bold momentum-accelerating our strategy to elevate Wealth Management , scale Business Banking, grow deposits, and expand into ... loyalty and thrive in a high-performance, collaborative environment. As a Private Wealth Management - Transitions Operations Specialist at Citizens Private … more
    Citizens (06/28/25)
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  • Communications Director - Private Banking…

    Citizens (New York, NY)
    …and execute strategic, integrated communications plans and messaging strategies for Citizens' Wealth Management . This role is ideal for a highly strategic ... Media & External Relations + Lead media relations for Wealth Management across key markets, including Boston,...If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity… more
    Citizens (07/11/25)
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  • Director, Head of Business Execution - Citi…

    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 ... - Lending, will report directly into the COO for Wealth and Matrix report into the Head of Lending...From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively.… more
    Citigroup (07/01/25)
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  • Citi Wealth Lending - Head of Lending…

    Citigroup (New York, NY)
    …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
    Citigroup (07/02/25)
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  • Wealth Regional Director - NY Metro (C16)

    Citigroup (Smithtown, NY)
    The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is… more
    Citigroup (07/12/25)
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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...From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively.… more
    Citigroup (07/01/25)
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