- City National Bank (New York, NY)
- * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high ... by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in...of legislative and tax changes. * Participate in the sales process to grow revenue by calling on prospective… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 13 **Job Description** **Title: Director, Wealth Benchmarks Product Management** **The Impact** : S&P Dow Jones Indices ... Role:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This...competitive analysis to support new product initiatives and strategic sales efforts. + Meet with current and potential clients… more
- Neuberger Berman (New York, NY)
- …billing, sales compensation, or financial analysis, preferably within private wealth or asset management + Demonstrated experience leading change management and ... Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a… more
- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through ... coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and… more
- Neuberger Berman (New York, NY)
- …proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. ... all levels of the organization, both within Technology and the Private Wealth business. This individual would support Neuberger Berman's multi-year strategic program… more
- Citigroup (New York, NY)
- **Citi Wealth Lending - Global Head of Securities Based Lending** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- Citigroup (New York, NY)
- … Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust principles, financial planning concepts ... Citi Wealth services a large number of UHNW relationships...lending opportunities. This individual will also work closely with Sales leadership to help identify client engagement opportunities to… more
- Neuberger Berman (New York, NY)
- …will play a key role in driving adoption and providing support for the Private Wealth channel. Reporting to the Head of Sales Enablement, this role is focused ... part of a broader Sales Enablement team, responsible for improving the sales & marketing processes across our Private Wealth , Institutional, and Intermediary… more
- Ballston Spa National Bank (Ballston Spa, NY)
- …will have five to ten years' experience in business development in the wealth management and financial services industry. Proven sales and leadership abilities ... Ballston Spa, NY, USA | Wealth Management Solutions | 80,000-125,000 per year Base...a key role in the continued growth of the Wealth Management Solutions Department at BSNB! We are seeking… more
- JPMorgan Chase (New York, NY)
- **2026 Asset & Wealth Management Global Private Bank LatAm - Summer Associate Program** Embark on a transformative journey with JP Morgan's Global Private Bank ... and the chance to work with industry leaders in wealth management. Develop your skills in client engagement and...business. It also includes skills development sessions in markets, sales , and client relationship management. You'll gain exposure to… more