- Raymond James Financial, Inc. (New York, NY)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as a ... management strategies to the Board of Directors, senior management and various risk committees. ....financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure… more
- NBT Bank (Norwich, NY)
- …resources are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and ... make daily operations more efficient. Acts as a the senior operations person (within Trust Operations) with regard to...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50%… more
- JPMorgan Chase (Jersey City, NJ)
- …control and governance forums. As a Technology Audit Manager within Asset and Wealth Management , you will participate in audit engagements, evaluate and report ... investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management . We offer a… more
- Citigroup (New York, NY)
- …creation of an innovative, play-to-win culture + Partner closely with internal Wealth Management stakeholders + Accountable for business economics, outcomes and ... team to drive change and continuous improvement and innovation + Wealth management experience preferred **Education:** + Bachelor's/University degree, Master's… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...Lead Analyst will be working on the Operations Change Management team to govern and manage the Tech Book… more
- BMO Financial Group (Mundelein, IL)
- We are currently seeking Senior Wealth Management professionals who excel in sales and relationship management , boasting a robust network of COIs, ... assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on...is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge… more
- Citigroup (Jacksonville, FL)
- …out highest level of support from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional ... The Registered Wealth Investment Service Associate is a Client Service...and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- BMO Financial Group (Los Angeles, CA)
- …personal banking , lending, and investments). + Implements a relationship management plan in collaboration with the lead relationship manager. + Determines client ... results. (eg sales process, financial planning, presentation skills, estate planning, wealth transfer, client management , etc.) + Leads/participates in the… more
- First Horizon Bank (Tampa, FL)
- …its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... Bay, FL **Position Summary:** We are seeking an experienced, strategic, and growth-oriented Senior Commercial Banking Manager to lead our commercial banking … more