- Wells Fargo (New York, NY)
- …offerings to all client segments **About this role:** Wells Fargo is seeking a ** Wealth Banking Senior Manager** to support the Northeast region. This leader ... broadening existing relationships as well as uncovering new banking clients. The Wealth Banking Senior Manager will lead a team of Bankers / Banking specialists… more
- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with ... a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing financial plans created… more
- 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
- Deloitte (Jericho, NY)
- Retirement and Wealth Provider Solutions Senior Consultant Our Human Capital practice is at the forefront of transforming the nature of work. As converging ... Work you'll do As a Deloitte Consulting Retirement & Wealth Provider Solutions Senior Consultant, you will help Retirement Service Providers gain competitive… more
- Citigroup (Brooklyn, NY)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques… more
- JPMorgan Chase (New York, NY)
- …Morgan Investments Direct, and JP Morgan Personal Advisors. JP Morgan (our Remote Wealth Management offering). As the Senior Associate, Strategy and Business ... JP Morgan Wealth Management (JPMWM) is focused on helping investors...meetings, and serve as a liaison between the COE, senior leaders, and cross-functional partners. **Job Responsibilities** *Partner with… more
- Deloitte (Williamsville, NY)
- …coordinate with various internal and external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on ... leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of… more
- Neuberger Berman (New York, NY)
- The Senior Associate - Private Wealth Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's ... Private Wealth clients. This role focuses on identifying and implementing...digital interactions. Additional responsibilities include providing support to private wealth teams, driving the evolution of client reporting solutions,… more
- JPMorgan Chase (New York, NY)
- Be part of a dynamic team at JP Morgan Wealth Management, where your expertise helps protect our Online Investing business and supports investors in achieving their ... accuracy. + Support daily calibration of margin requirements and collaborate with senior team members to meet regulatory standards. + Collaborate with risk… 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