- Arch.co (New York, NY)
- …delivering a best-in-class client experience Bonus Points If You: Have worked in wealth management , private funds, a family office, or accounting Are familiar ... Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of… more
- BNY Mellon (New York, NY)
- …work for the world. This is what #LifeAtBNY is all about. As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals ... and their families build, manage and sustain their wealth across generations and market cycles. Through a unique...make an impact in the following ways: The Senior Specialist (Private Banker) will independently develop and implement the… more
- Bank of America (New York, NY)
- Private Wealth Management Specialist -NR New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Wealth - Management - Specialist -NR\_25028381) **Job Description:** Merrill Wealth Management… more
- Citizens (New York, NY)
- …long-term loyalty and thrive in a high-performance, collaborative environment. As a Private Wealth Management - Transitions Operations Specialist at Citizens ... Wealth is charging forward with bold momentum-accelerating our strategy to elevate Wealth Management , scale Business Banking, grow deposits, and expand into… more
- Broadview FCU (Albany, NY)
- …of client appreciation events. Act as a liaison between Broadview Wealth Management and Broadview's Marketing team. Essential Job Functions/Responsibilities: ... a Subject Matter Expert (SME) and developer of the client relationship management model. Lead the following initiatives for BWM: CRM, Financial Education, Marketing,… more
- Bank of America (New York, NY)
- …risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit ... Credit Product Specialist , Global Wealth & Investment Management New York, New York **To proceed with your application, you must be at least 18 years of… more
- Citigroup (New York, NY)
- …activities for high profile clients + Provide administrative assistance for sales management teams + Ensure sales team compliance with local regulations + ... Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to… more
- Truist (New York, NY)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...+ 8 or more years of sales and client management experience in Wealth Management … more
- JPMorgan Chase (New York, NY)
- …strategic decision-making. As a Vice President, Risk Data & Infrastructure within JP Morgan Wealth Management , you will leverage the firm's core data mart to ... Join our dynamic team as a Data Analytics Specialist , where you'll leverage our core data mart...and recommendations to senior stakeholders, including Chief Risk Officers, Wealth Management executives, and other decision-making forums.… more
- Truist (New York, NY)
- …high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both ... change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to...with client or prospect goals and objectives. Utilize other specialist where appropriate. + Proactively engage with clients to… more
