- Bank of America (New York, NY)
- …leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the ... staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires,… more
- Wellington (New York, NY)
- …trade media, acting as a primary point of contact for journalists covering wealth management, investment strategy , and market trends. + **Content Development:** ... strategic Media Relations Manager to lead external communications for our US Wealth Management business. This is a newly created position responsible for developing… more
- Bank of America (New York, NY)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy , being responsive to changes in the business environment ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Bank of America (Melville, NY)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy , being responsive to changes in the business environment ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Citizens (Brooklyn, NY)
- …Develop a high-quality wealth management practice that provides a personalized wealth management strategy . + Enhance and preserve relationships with key ... engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing relationships through partnership referrals.… more
- Neuberger Berman (New York, NY)
- …onboarding. The successful candidate will also assist in the education of Investment Strategy Team, Wealth Advisory, and NB Trust Company on all products ... NB Private Wealth is implementing a strategic plan that includes...Platform Team, Data Governance, IT & Operations for all strategy /product related items **Qualifications:** + 0-2 years industry experience… more
- S&P Global (New York, NY)
- …Strategy and Development:** Design and implement a comprehensive content marketing strategy that showcases S&P DJI's wealth benchmark products. Create ... Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing… more
- Deloitte (New York, NY)
- …Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... related discipline + Prior experience working in or with strategy consulting firms, asset managers, wealth platforms...or with strategy consulting firms, asset managers, wealth platforms or fintechs + Ability to translate complex… 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 Managers) ... (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly… more
- Neuberger Berman (New York, NY)
- **Position Overview** The Head of Private Wealth Platforms & Experience will be a transformative leader within Neuberger Berman's Private Wealth business, ... responsible for shaping and executing the digital and client-centric strategy that will define the future of both client...business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal to the… more