- JPMorgan Chase (New York, NY)
- …spanning the risk spectrum and capital stack. **Job Summary** As the Executive Director , Investment Specialist on the Real Estate Americas client strategy team, you ... share for our real estate products through the Private Wealth channel. Within this role, you will be a...will be a leading member of the real estate wealth team, responsible for expanding Real Estate Americas assets… 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
- BlackRock (New York, NY)
- …and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this role** This ... is a joint role with two sets of overlapping responsibilities. The After-Tax Wealth Strategist has the key directive of explaining the intersection of taxation and… more
- Citigroup (New York, NY)
- …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI (Banking). This individual will be a...Previous experience in client facing roles in Banking or Wealth (both a plus) + Problem solving & change… more
- Wells Fargo (Orlando, FL)
- **About this role:** Wells Fargo is seeking a **Market Growth Director ** in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part ... ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely with Financial Advisors and Channel Leadership across the… more
- Kestra Financial (Maple Grove, MN)
- …and accounting services to individuals and business owners who want to grow and preserve wealth . We're hiring a Director of Tax Strategy-a rare blend of doer and ... preparing returns, crafting planning strategies, and collaborating with our wealth advisory team. ✅ What You'll Be Doing +...from day one + Work in a collaborative, integrated wealth planning environment + Help shape the systems and… more
- CUNY (New York, NY)
- …+ 30% - The postdoctoral scholar will join the ongoing team of the GC Wealth Project, led by Project Director Salvatore Morelli. The postdoctoral scholar will ... Research Associate (Postdoctoral Scholar) in Wealth Inequality - Stone Center on Socio-Economic Inequality...cross-country comparisons. This position reports to the Stone Center Director and is a full-time two-year position beginning in… more
- Jackson National Life Insurance Company (Nashville, TN)
- …the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. The Director acts as a consultant and liaison ... by communicating, identifying, and helping to close sales opportunities. The Director mentors, provides guidance, and trains other staff members.** **This role… more
- Citigroup (Boston, MA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- Citigroup (New York, NY)
- …unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction ... of the product, as well as implementation and execution of new business development initiatives and sales plans to drive growth in the product. The role also requires. an in depth understanding of the industry, the structure of the product, and direct… more