- JPMorgan Chase (New York, NY)
- JPMorgan is looking for a Private Wealth Alternatives Marketing Director to lead the charge in promoting our cutting-edge alternative investment products to ... financial advisors. As a Private Wealth Alternatives Marketing Director on the Asset & ...programs + Ability to develop relationships with marketing directors, sales , and investment professionals. + An effective collaborator, with… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and ... referral networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across investment, trust,… 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)
- …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
- JPMorgan Chase (Pittsford, NY)
- …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 ... efforts will be recognized and valued. As a Chase Wealth Management Supervisory Manager in the CWM Field Supervisory...regulations through research and training. + Collaborate with the Sales Practice Review team to escalate potential issues to… more
- JPMorgan Chase (New York, NY)
- The mission of JP Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, ... our clients. As a Vice President Multi-Asset Specialist within JP Morgan Wealth Management's Investments & Advice team, you will work collaboratively with regional… more
- CIBC (New York, NY)
- …/** **Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients. You'll ... of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients first:** You engage with… more
- Citigroup (New York, NY)
- …unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction ... implementation and execution of new business development initiatives and sales plans to drive growth in the product. The...and Regional Senior Management to drive and grow Escrow sales ._ + _Participate with staff in setting goals and… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, ... and organizational capabilities are aligned to business strategy + Support the Sales heads managing the headcount and hiring processes + Support the leadership… more
- Citigroup (New York, NY)
- …prioritize features, and deliver solutions that empower data-driven marketing, sales , and customer success efforts. **Key Responsibilities:** **Platform Vision & ... with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. +… more