• Private Equity and Real Estate Research Analyst…

    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 (08/15/25)
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  • Global Distribution Enablement Lead

    Wellington (New York, NY)
    …insights to sales teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies . + Track and measure impact on ... + Establish and lead a new sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global Wealth and the Global… more
    Wellington (09/27/25)
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  • High Net Worth Specialist

    Guardian Life (New York, NY)
    …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, and… more
    Guardian Life (08/01/25)
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  • Sales Executive - Personal Lines / High Net Worth

    World Insurance Associates, LLC. (Farmingville, NY)
    Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more
    World Insurance Associates, LLC. (09/12/25)
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  • Citi Private Bank - UHNW Banker - Director

    Citigroup (New York, NY)
    …the business through making decisions that determine technical approaches and strategies for the area. **Responsibilities:** + Actively identify prospects and ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
    Citigroup (09/02/25)
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  • Key Private Bank Senior Relationship Manager…

    KeyBank (Albany, NY)
    …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
    KeyBank (09/18/25)
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  • Private Banker LATAM (Mexico)

    Citigroup (New York, NY)
    …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
    Citigroup (08/08/25)
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  • UHNW Private Banker - Managing Director

    Citigroup (New York, NY)
    …and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
    Citigroup (07/31/25)
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  • 55ip Platform Management and Strategy - Executive…

    JPMorgan Chase (New York, NY)
    …standing at the intersection of finance and technology-and at the cutting- edge of wealth management. We've been making rapid progress on our mission: to break down ... growth over the last year. Today, over 450 financial advisor firms with $1 trillion in assets (and counting)...You will understand the trends across the asset and wealth management ecosystem and matching those with 55ip's current… more
    JPMorgan Chase (09/07/25)
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  • Citi Private Bank: Banker Team Leader - Managing…

    Citigroup (New York, NY)
    …reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
    Citigroup (08/22/25)
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