- 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
- 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
- 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)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family o6ices, senior corporate executives, next generation/inherited wealth , law firms ... Citi Wealth is a leading provider of financial solutions...presentations and reports to communicate findings and recommendations to senior management and stakeholders. + Lead the product lifecycle… more
- S&P Global (New York, NY)
- …Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing ... initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings. This role will concentrate on developing compelling product… more
- Citigroup (New York, NY)
- …will report to the Head of Business Risk for Investment Solutions within Citi Wealth . **Responsibilities:** + Senior business leader who will lead and coordinate ... Citi's Wealth business serves the needs of clients across...different situations accurately and takes appropriate action to gain senior client commitment. + FINRA licenses: 7,66 (or 63&65)… more
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