- US Bank (New York, NY)
- … Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting ... the client's financial status using the most advanced tax, wealth transfer, business structure and protection strategies ,...tax, wealth transfer, business structure and protection strategies , and will help implement these strategies … more
- KeyBank (Amherst, NY)
- …- CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - ... Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with regulatory… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. ... The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a...and ability to understand its applicability to risk management strategies including the scoping of risk evaluations, monitoring, and… more
- JPMorgan Chase (New York, NY)
- …the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you will create a culture of ... those just starting to save to those with significant wealth . **Job responsibilities** + Have a passion for our...performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote… more
- Citigroup (New York, NY)
- …In addition, this role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on existing ... private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence, structuring,… more
- Citigroup (New York, NY)
- **About the Digital Assets Group** The Citi Wealth Digital Assets team serves as subject matter experts, driving the strategic development and implementation of ... comprehensive digital asset initiatives for Citi Wealth clients. Our core mission is to help deliver...hands-on approach. **Key Responsibilities** + Act as a strategic advisor and execution lead for digital asset initiatives across… more
- JPMorgan Chase (New York, NY)
- …manage leads management processes, leveraging systems and tools to track advisor -to-participant engagement metrics and optimize conversion strategies . + ... in enabling the advisors to convert those participants into wealth management clients. If you are a collaborative team...data to refine and target training and lead management strategies , increasing advisor engagement. + Provide ongoing… more
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned ... the marketplace. * Team effectively with PBB colleagues to set strategies and provide wealth management services across the full product spectrum. * Analyze… more
- Edward Jones (Rochester, NY)
- …with clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies , funding education and more. As a financial ... volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner… more
- Citigroup (New York, NY)
- Citi Wealth is redefining how the world's most influential clients experience wealth . As an Investment Marketing Lead Analyst, you'll play a pivotal role in ... shaping how our CIO insights, investment strategies , and global market intelligence come to life through...development and execution of integrated marketing campaigns showcasing Citi Wealth 's investment leadership and solutions suite. + Create and… more