- Citigroup (New York, NY)
- **Overview** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- Citigroup (New York, NY)
- **Citi Wealth Lending - Global Head of Securities Based Lending** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …Wealth Solutions department. This position ensures staff can provide administrative support relating to Canandaigua National Bank Wealth Services to customers ... Wealth Associate Supervisor Canandaigua National Bank Location: Pittsford,...- in office days may vary) What does a Wealth Associate Supervisor do? The Wealth Associate… more
- Principal Financial Group (Albany, NY)
- …(individual contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically ... **Key Responsibilities:** + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including… more
- Bank of America (Albany, NY)
- Wealth Management Client Associate Albany, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/ Wealth -Management-Client-Associate\_25019110) **Job Description:** Merrill Wealth Management is… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- US Bank (New York, NY)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for...Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client… more
- Deloitte (New York, NY)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost… more
- JPMorgan Chase (New York, NY)
- ** Wealth Management, Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional… more
- Citigroup (New York, NY)
- …to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM Regulatory Reporting and Client Tax Operations will ... knowledge of global regulatory frameworks, tax regulations, and the intricacies of wealth management products and client structures. The ideal candidate will have a… more