- HSBC (Buffalo, NY)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer ... the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our … more
- Trustco Bank (Albany, NY)
- …protected veteran status or any other characteristic protected by law. **Job Title:** Wealth Management Manager II - Investments **Reports to:** Wealth ... EX04 ($55,000.00 - $70,000.00 annually) **Supervisory Responsibility:** No **SUMMARY:** The Wealth Management Manager is responsible for researching, reviewing,… more
- Citigroup (New York, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client bonding. +… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... and making a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across the entire … more
- 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 ... Owner, driving the vision, strategy, and execution of a cutting-edge, end-to-end wealth management platform. This role is central to shaping the product roadmap,… more
- Deloitte (New York, NY)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... senior executives. The CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights agenda across the… more
- JPMorgan Chase (New York, NY)
- …individuals, families, and foundations to achieve their financial aspirations. As a Supervisory Manager in Chase Wealth Management, you will lead and oversee a ... Join JP Morgan Asset & Wealth Management, a global leader in investment management...managing client assets worth $4 trillion. As a Supervisory Manager , you will be at the forefront of guiding… more
- JPMorgan Chase (Pittsford, NY)
- …evolving industry, where your efforts will be recognized and valued. As a Chase Wealth Management Supervisory Manager in the CWM Field Supervisory team, you will ... makes a real difference every day. As a member of our Asset & Wealth Management division, you'll be at the forefront of global investment management, providing… more
- Equitable (New York, NY)
- …their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client ... Wealth Management Associate - NY, New York (5193)...financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured… more
- Citigroup (New York, NY)
- The Wealth at Work Business Execution Manager should have in-depth understanding of how own sub-function contributes to achieving the objectives of the function. ... with other functions or businesses. **Responsibilities:** + Responsible for driving Wealth at Work strategic priorities and initiatives + Requires strong… more