- Citigroup (New York, NY)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- Neuberger Berman (New York, NY)
- …readiness activities across Product Development, Operations, Legal/Compliance, Technology, and Client Service + Assist in preparing enablement materials: ... newly established to serve as the backbone for operational excellence across Private Wealth products and service offerings. The team oversees all operational… 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...and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… 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 ... team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration… more
- Bank of America (New York, NY)
- …or Relationship Management. The Private Wealth Management Associate provides quality client service and effective and efficient operations support. He or she ... related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations… more
- M&T Bank (Buffalo, NY)
- …closely with seasoned Wealth Investment Advisors, learning the Wilmington Trust service model, client engagement strategies, and the suite of investment ... experience service as designed within our client service standards in partnership with US...client relationships and support the delivery of exceptional wealth management services. Your additional responsibilities could include: +… more
- JPMorgan Chase (New York, NY)
- …Group, (PAG) you will serve as the lead for investment solutions within US Wealth Management, our mass affluent client channel. Partnering closely with CWM ... The USWM Portfolio Advisory Group is a critical team within JPMorgan Wealth Management, responsible for providing comprehensive guidance and support on managed… more
- JPMorgan Chase (New York, NY)
- …matrix organization + Familiarity with end-to-end bank infrastructure, including advisors, client service , product, technology, operations and controls + ... model for business changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back… more
- Pioneer Bank (Albany, NY)
- …with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities. + Develops ... Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President - Wealth Management CLASSIFICATION:...track of life changing events that could affect a client 's financial plan and adjust the plan accordingly. It… more
- HUB International (New York, NY)
- …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue ... company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer:… more
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