- Citigroup (New York, NY)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions… more
- Citigroup (New York, NY)
- …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... and making a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across the entire … more
- Deloitte (New York, NY)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... the global investment industry and a passion for providing strategic advice to senior executives. The CQ Knowledge Center is seeking a visionary, market-savvy … more
- TD Bank (New York, NY)
- …for the first line of defense in Wealth by partnering with US Wealth Senior Leadership Team, Federated Partners (Compliance, Legal), and AMCB Consumer Bank ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth ...regulatory bodies including FINRA, SEC, OCC + Partners with Senior Executives across Consumer Distribution & AMCB to deliver… more
- JPMorgan Chase (New York, NY)
- …expense and is critical to recruiting, motivating, and retaining Advisors. As a Senior Associate within the Field Performance and Incentives team, you will directly ... of new Advisor programs and initiatives, collaborating with business partners and senior leadership to solve strategic problems. Specific work and projects may… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is responsible for… more
- Bank of America (New York, NY)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... Private Wealth Relationship Manager New York, New York **To...service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- TD Bank (New York, NY)
- …dedicated to the Market who report on a Matrix basis to other leaders within Wealth + Works collaboratively with Senior Leaders across Wealth in areas ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Wealth Market President...and leading a highly qualified and collaborative team, including senior managers, in the consistent and integrated delivery of… more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by Institutional investors… more
- Citigroup (New York, NY)
- The Senior Executive Assistant provides support to members of the Wealth COO leadership team (Business Execution Leads) by handling correspondence, managing ... to three C16 level managers + Manages day to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings,… more
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