• Wealth Planning Specialist

    Citigroup (New York, NY)
    **Job** **Description** The Wealth Planning Specialist is a subject matter expert in financial planning and related areas, servicing high-net-worth ... financial advisors and their clients to provide education on diverse wealth planning opportunities, ranging from fundamental to highly complex. The specialist… more
    Citigroup (08/19/25)
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  • Citi Wealth - Head of Wealth

    Citigroup (New York, NY)
    …providing a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is responsible for leading a group of ~ 30 ... Wealth Planning professionals around the world. These professionals partner closely with Citi Private Bankers to assist in evaluating the client's holistic… more
    Citigroup (08/16/25)
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  • Private Bank Digital Wealth Planning

    JPMorgan Chase (New York, NY)
    …structure with a platform of both depth and breadth. The Private Bank Digital Wealth Planning Product Associate will focus on the execution of our goals-based ... role requires a proactive individual with a foundational understanding of Wealth Planning and Advice, capable of supporting product execution to deliver value… more
    JPMorgan Chase (08/14/25)
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  • Private Bank Digital Wealth and Estate…

    JPMorgan Chase (New York, NY)
    …JP Morgan Private Bank. This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution ... product strategy for digital planning and advice capabilities, including wealth planning , estate planning , executive tools (proxy review and updated… more
    JPMorgan Chase (08/14/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (New York, NY)
    …through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In ... needs. * Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. *… more
    City National Bank (08/07/25)
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  • PWM Wealth Strategist

    US Bank (New York, NY)
    …skills and discover what you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with ... (working closely with our Financial Advisors), estate and income tax planning , multigenerational wealth planning , business succession planning , family… more
    US Bank (07/04/25)
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  • Private Wealth Relationship Manager

    Bank of America (New York, NY)
    …in any one of the teams specialized roles of Business Development, Wealth Planning , Investment Management, or Business Management in addition to ... the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other… more
    Bank of America (08/27/25)
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  • Senior Technical Product Manager - Private…

    Neuberger Berman (New York, NY)
    …investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc. + Solid ... proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.… more
    Neuberger Berman (08/22/25)
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  • Wealth - Summer Analyst, New York - USA

    Citigroup (New York, NY)
    …exposed to different areas within Wealth , including Banking, Investments, Lending, Wealth Planning , Chief Operating Office and Chief Investment Office + ... is looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth is unified wealth platform that serves clients… more
    Citigroup (08/27/25)
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  • Wealth Relationship Manager

    HSBC (Buffalo, NY)
    …with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship ... with high net worth client portfolios + Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market… more
    HSBC (08/27/25)
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