- Citigroup (New York, NY)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… more
- Truist (New York, NY)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- Wells Fargo (Florham Park, NJ)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as… more
- Scotiabank (New York, NY)
- …and initiatives. The Senior Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep the ... Senior Manager, GBM Audit COO Office - Reporting **Requisition...Bank and our customers safe . **What You'll Do** + Collaborate with Internal Audit Management… more
- Scotiabank (New York, NY)
- …review of audits. The Senior Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep the ... Senior Manager, Data Scientist **Requisition ID:** 224939 **Salary...Bank and our customers safe . **What You'll Do** + Collaborate with Internal Audit… more
- Bank of America (Florham Park, NJ)
- …Market Client Relationship Manager Florham Park, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- Broadridge Financial Solutions (Newark, NJ)
- …will drive the digital transformation of operations and administrative workflows across Wealth Management. You will contribute to the platform strategy by supporting ... for platform-level prioritization, investment decisions and roadmap reviews. + Partner with senior product and operations leaders to document key workflows and user… more
- Broadridge Financial Solutions (New York, NY)
- …initiatives and enhance business intelligence capabilities. Serve as a strategic advisor to senior leadership, delivering data-driven insights and ... of the Broadridge business, as well as exposure to senior leaders across the organization.The Director Finance Strategy &...believe that associates do their best when they feel safe , understood, and valued, and we work diligently and… more