- Citigroup (New York, NY)
- …across all products to help identify areas for review and e6iciency uplift + Support Wealth Lending Head with ad-hoc requests **Key Skills / Qualifications:** + ... and Governance, which is a member of the Citi Wealth Lending Leadership team. **Responsibilities:** + Support ...Citi Wealth Lending Leadership team. **Responsibilities:** + Support Global Head of Business Strategy and Governance translate… more
- Tompkins Community Bank (Ithaca, NY)
- …organizing and maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/Trust Officers by preparing correspondence; review daily ... Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects...opening, investment and account review process, marketing and client support . Provide exceptional service to clients in adherence to… more
- City National Bank (New York, NY)
- …attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the ... for peer review all client-facing custom designed output. * Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other… more
- S&P Global (New York, NY)
- …and financial health. **Responsibilities and Impact:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This ... Role:** **Grade Level (for internal use):** 13 **About the Role:** Director, Wealth Benchmarks Product Management **The Team:** The Product Management team oversees… more
- JPMorgan Chase (New York, NY)
- …20 offices. As an Analyst within the Banking Business Development team, you will support the Wealth Management Banking Business Development team in managing core ... The JP Morgan Wealth Management (USWM) business is focused on helping...design, sales marketing, and financial analysis. **Job Responsibilities:** + Support the WM Banking Business Development team in managing… more
- JPMorgan Chase (Lake Grove, NY)
- … Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job ... issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead… more
- CIBC (New York, NY)
- …**Client Service Associate /** **Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional ... and transactions align with regulatory and internal standards. You'll also support Relationship Managers by preparing materials, tracking client activity, and… more
- Citigroup (New York, NY)
- …pipeline of business development initiatives in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring effective ... Citi Wealth is a leading provider of financial solutions...to lending and cash management we are here to support our clients comprehensively. Our goal is to deliver… more
- Charles Schwab (Albany, NY)
- …successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and ... status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part...The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products… more
- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through ... prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned... Advisors, that may be repetitive or one-time, which support the team, the division, CNB, and clients. What… more