- Citigroup (New York, NY)
- …individual will serve as the Associate Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Partner with Banker in the creation of ... sales and marketing strategies designed to generate revenue growth...pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete… more
- M&T Bank (Buffalo, NY)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... the delivery of an integrated wealth management offering consistent with the individual financial goals...and advises clients on appropriate actions. + Participate in sales effort. Identify and develop additional opportunities with existing… more
- Citigroup (New York, NY)
- …will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and establish contact with ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- Citigroup (New York, NY)
- …serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- BlackRock (New York, NY)
- **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships with US retail financial services firms and their advisors, who ... next steps to senior management. Key Responsibilities + Work with leadership in Wealth (and at times, broader Americas) client businesses to set strategy and… more
- Neuberger Berman (New York, NY)
- …income, and alternative investment strategies, as well as reviews of private wealth management, trust company, sales distribution and supervision, client ... large institutional investors. This includes separately managed institutional accounts, private wealth management services, 40 Act Mutual Funds, UCITS Funds, and… more
- Citigroup (New York, NY)
- …Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private bankers, and investment counselors across a large global organization. In ... **Job Family Group:** Private Client Product Services **Job Family:** Investment Managed Sales **Time Type:** Full time **Primary Location:** New York New York… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... determining suitability, identifying product specific opportunities, portfolio advice and after sales execution. + Implement a strategic advisory approach to account… more
- Citigroup (New York, NY)
- The Sales Support Senior Analyst is an intermediate level position responsible for leading the formulation and implementation of long and short-term strategic plans ... and maximize opportunities for growth throughout the marketplace. The Sales Support Senior Analyst provides product specialists with qualified referrals… more