- TD Bank (New York, NY)
- …in one or more of the following areas: Private Banking, Commercial, Corporate or Investment Banking or Wealth Management + Bachelor's degree or equivalent ... locally and nationally. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,...report on a Matrix basis to other leaders within Wealth + Works collaboratively with Senior Leaders… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, to ... solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending...Citi Private Bank and integral to the partnership with Investment Solutions to enable sales teams to deliver the… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, to ... competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across… more
- HUB International (New York, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment , and wealth management products and services. A subsector of ... institutions across the United States. HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and institutions to build… more
- TD Bank (New York, NY)
- …for the first line of defense in Wealth by partnering with US Wealth Senior Leadership Team, Federated Partners (Compliance, Legal), and AMCB Consumer Bank ... regulatory bodies including FINRA, SEC, OCC + Partners with Senior Executives across Consumer Distribution & AMCB to deliver...experience with a proven track record in a high-level management role within wealth management … more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, to ... competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across… more
- Raymond James Financial, Inc. (New York, NY)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as a ... management strategies to the Board of Directors, senior management and various risk committees. ....financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure… more
- HUB International (New York, NY)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA… more
- Broadridge Financial Solutions (New York, NY)
- …process, from pre-qualification to completion. The position requires high-level interaction with senior management at both the client and Broadridge. + Follow ... and support during the sales process including legal, finance, product specialists, and senior management . Qualifications: + BS in business or related field, MBA… 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' ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly… more