- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... 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)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client bonding. +… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client bonding. +… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …department as part of Wealth 's operating plan. Works closely with the Wealth Solutions Manager in establishing specific goals for the team. Determines work ... Wealth Associate Supervisor Canandaigua National Bank Location: Pittsford,...- in office days may vary) What does a Wealth Associate Supervisor do? The Wealth Associate… more
- Citigroup (New York, NY)
- The Wealth Mgmt Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... compensation, hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Mgmt Manager primary focus is to ensure corporate… more
- KeyBank (Amherst, NY)
- …with other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as ... through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities.… more
- Wells Fargo (New York, NY)
- The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization ... advisor channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a...Client Associates. Wells Fargo is seeking a Lead Product Manager to join our Client Relationship Group to define… more
- Wellington (New York, NY)
- …those of our clients. **About the Role** Wellington is seeking a Social Media Manager to support the strategy and implementation of both paid and organic social ... media marketing across brand and product initiatives in the Wealth Channel. The ideal candidate will possess a deep...ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record… more
- NBT Bank (Norwich, NY)
- …are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and recommends ... must also be a strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50% Directly manage the Trust Operations staff to… more
- Citigroup (New York, NY)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... coordination with the Audit team. The overall objective is to utilize in-depth subject matter expertise to ensure that the firm meets audit standards and regulations and to work with business leaders to determine solutions for emerging issues.… more