- 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
- Athene (Conshohocken, PA)
- …through Athene and third-party carriers. The role will provide operational support to sales partners within Global Wealth , Athene, and Apollo, while also ... and dynamic work environment at our various locations. Purpose: This position will be part of the Global Wealth team, focusing on expanding the Apollo IDF business… 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' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (San Francisco, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be based in Dallas, ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management … more
- Citigroup (Palo Alto, CA)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (New York, NY)
- …**Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and...of our core client coverage team + Partner with sales teams to exceed client expectations and make client… more
- Citigroup (O'Fallon, MO)
- …to licensed investment representatives. + Complete client contact campaigns as defined by Sales Management + Support ad-hoc initiatives/projects as required by ... The Wealth Associate is a Client Service and ... Wealth Associate is a Client Service and Sales support position responsible for servicing and supporting internal...Sales Management + Complete all required trainings pertaining to the… more
- Citigroup (Jacksonville, FL)
- …+ Responsible for executing specific client contact campaigns as defined by Sales Management /Segments. + Responsible for proactively contacting clients to ... Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting...from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to… more
- Citigroup (Jacksonville, FL)
- …+ Responsible for executing specific client contact campaigns as defined by Sales Management /Segments. + Responsible for proactively contacting clients to ... Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting...from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to… more