- 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' ... as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and...investment, risk management , and financing/liquidity needs. + Set challenging goals, monito… more
- BlackRock (New York, NY)
- …to senior management . Key Responsibilities + Work with leadership in Wealth (and at times, broader Americas) client businesses to set strategy and priorities ... **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships...revenue growth + Partner with strategy team leadership, senior management , and business heads to shape strategic objectives and… 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' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (New York, NY)
- …**Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and...of our core client coverage team + Partner with sales teams to exceed client expectations and make client… more
- Citigroup (New York, NY)
- …Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private bankers, and investment counselors across a large global organization. In ... proposals for CGWI & CPB's various product offerings including: investment management , banking, advisory, custody, escrow, financing, etc. Additionally, the RFP… more
- Citigroup (New York, NY)
- …job requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This ... Citi. They will be entrepreneurial and capable of bringing in new clients/investment management mandates to the bank. They will have an exceptional understanding of,… more
- Citigroup (New York, NY)
- … sales activities for high profile clients + Provide administrative assistance for sales management teams + Ensure sales team compliance with local ... The Sales Support Senior Analyst is an intermediate level...and maximize opportunities for growth throughout the marketplace. The Sales Support Senior Analyst provides product specialists with qualified… more
- TIAA (New York, NY)
- …or in-house corporate law department + Working understanding of corporate/securities/asset management law + Strong attention to detail, responsiveness, and ability ... to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company Overview**… more
- Wells Fargo (New York, NY)
- …in class client service + Advise Wealth and Investment Management leaders, key sales professionals, relationship managers, Fiduciary Strategists, Portfolio ... Provide leadership and oversight of real estate acquisitions on behalf of wealth management clients in the region in accordance with the governing instruments,… more
- JPMorgan Chase (New York, NY)
- …within JP Morgan Advisors, you will work closely with Wealth Advisors, sales support staff and management to create a seamless and integrated client ... When you join JP Morgan Wealth Management you will have the opportunity to utilize your talents in an inclusive community of Wealth Advisors. Offering a wide… more