- BlackRock (New York, NY)
- …to senior management . Key Responsibilities + Work with leadership in Wealth (and at times, broader Americas) client businesses to set strategy and priorities ... **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships...revenue growth + Partner with strategy team leadership, senior management , and business heads to shape strategic objectives and… more
- Citigroup (New York, NY)
- …to service the needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private bankers, and investment counselors across ... Family Group:** Private Client Product Services **Job Family:** Investment Managed Sales **Time Type:** Full time **Primary Location:** New York New York United… more
- Citigroup (San Antonio, TX)
- …the effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with ... + Ability to multi-task with strong organizational and time management skills per the needs of banker teams and...interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit… more
- TD Bank (Greenville, SC)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax ... responsible for the timely and effective tax compliance, relationship management , and planning for an assigned section of individual...skills + Action oriented + Strong analytical skills + Sales skills + Possesses business Acumen, has line of… more
- Citigroup (Chicago, IL)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... platform, as a part of our core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a… more
- Citigroup (Washington, DC)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... platform, as a part of our core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a… more
- Citigroup (Beverly Hills, CA)
- **Position Overview:** Citi Private Bank's Art Advisory team has been a leader in the art advisory field since 1979, a regulated fiduciary providing personalized ... acquisition and selling strategies, as well as collection management services. The Art Advisor Sr. Lead is a... + Advise clients regarding their art acquisitions and sales to maximize quality and value + Act as… more
- Citigroup (San Francisco, CA)
- …over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work ... and sound credit judgment and has the responsibility to work with Private Bankers for completing the due diligence, underwriting, obtaining approval and… more
- Commerce Bank (St. Louis, MO)
- …private banking sales (loans and deposits) and asset management sales + Strong understanding of wealth management concepts important to ... in Business preferred. + 10+ years of experience in private banking, wealth management , or...some roles. This compensation range is for the Director, Private Client Sales job and contemplates a… more
- CIBC (Newport Beach, CA)
- … Banking Advisor's primary purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals, ... Wealth Platform and solutions which includes Private Banking Loans, Deposits and Assets under Management...CIBC brand. **Who you are** + A highly dynamic sales professional with a successful track record of business… more