- Citigroup (New York, NY)
- …clients preserve, grow and manage their wealth . This role will part of Citi's Wealth Strategy team, reporting into the Head of Wealth Strategy ... priorities for the global wealth business. **Job Description** The Citi's Wealth Strategy team serves as a trusted advisor to senior leadership to address… more
- JPMorgan Chase (New York, NY)
- …You may also have opportunities to be cross-staffed across the broader Asset & Wealth Management (AWM) Strategy team based on your interests and availability. In ... challenges to the firm. As an Associate on the Strategy & Business Development team, you will manage mission-critical...will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating… more
- JPMorgan Chase (New York, NY)
- …located across 3,500 branches and 20 offices. As the Vice President in the Wealth Management Affluent Strategy and Cross Channel Referral team, you will be ... a fast-paced environment. **Job responsibilities** + Ensure the affluent strategy is aligned to JPMorgan Wealth Management...the affluent strategy is aligned to JPMorgan Wealth Management and lead initiates to activate strategy… more
- City National Bank (New York, NY)
- …for peer review all client-facing custom designed output. * Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other ... * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This...Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW… more
- Citigroup (New York, NY)
- …to help align resources and solutions for key partners aligned to the Citi Wealth strategy . + Facilitate feedback from internal stakeholders on the needs of ... 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
- TD Bank (New York, NY)
- …+ Leads Field Leadership Teams to develop and implement high performance sales strategy across the Wealth business creating an integrated, holistic approach to ... success. + Responsible for Field Leadership and execution of the Wealth credit strategy including policy and process, oversees credit activities and the… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , ... further expansion in these segments as part of the wider Citi Wealth growth strategy . **Responsibilities include** : + Partner with the Heads of Citi Private… more
- Citigroup (New York, NY)
- …owners, single-and multi-family o6ices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , ... Citi Wealth is a leading provider of financial solutions...a newly created role the Global Head of Business Strategy and Governance, which is a member of the… more
- Citigroup (New York, NY)
- …closely with Private Bankers and client facing teams to provide expertise on UHNW Wealth topics. + Strategy Definition and Implementation - Define the operating ... Citi Wealth services a large number of UHNW relationships...leadership to help identify client engagement opportunities to progress strategy and focus on increasing market share. This role… more
- HSBC (Flushing, NY)
- …complex, regulatory, global environment. Ensure the effective implementation of a wealth management planning-led strategy to drive and grow profitable ... investors, our communities and the planet we all share. Drive Wealth Center business performance through acquisition, coaching, business development and retention… more