• Head of Distribution US Wealth (US)

    TD Bank (New York, NY)
    …strategy and practice around Advisor effectiveness, retention, coordinating with other TDBG/ Wealth management business and functional areas + Provides ... related questions and have an open dialogue with your recruiter who can provide you more specific details for...+ MBA preferred + 15+ years Must have extensive Wealth Management leadership experience with a proven… more
    TD Bank (07/30/25)
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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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  • Senior Wealth Advisor SAFE Act - Forest…

    Citigroup (New York, 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...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
    Citigroup (07/25/25)
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  • Citi Wealth Lending - Business Strategy…

    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 (07/31/25)
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  • Product Manager Wealth Management

    CGI Technologies and Solutions, Inc. (New York, NY)
    **Product Manager Wealth Management ** **Category:** Project Management **Main location:** United States, New York, New York **Position ID:** J0725-1356 ... the vision, strategy, and execution of a cutting-edge, end-to-end wealth management platform. This role is central...interested. Your message will be routed to the appropriate recruiter who will assist you. **Please note, this email… more
    CGI Technologies and Solutions, Inc. (07/22/25)
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  • Citi Wealth Lending - OneCiti 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 (07/31/25)
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  • Head of NAM Regulatory Reporting and Client Tax…

    Citigroup (New York, NY)
    …knowledge of global regulatory frameworks, tax regulations, and the intricacies of wealth management products and client structures. The ideal candidate will ... reconciliations, payments, reporting, and documentation across a diverse range of wealth management products in NAM. Ensure oversight over compliance… more
    Citigroup (07/22/25)
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  • Citi Wealth - Head of Wealth…

    Citigroup (New York, NY)
    …opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management , and various investment and ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… more
    Citigroup (05/17/25)
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