- 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 ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… 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)
- …acquisition and selling strategies, as well as collection management services. The Art Advisor Sr . Lead is a strategic professional who closely follows the ... required to negotiate internally and externally, often at a senior level. Developed communication and diplomacy skills are required...in Art History + Expertise and responsibility equivalent to senior specialist at auction house or Senior … more
- JPMorgan Chase (New York, NY)
- …client service to our investors. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team to support client acquisition and ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private...the client service team you will act as a senior leader responsible for overseeing and enhancing the client… more
- TIAA (New York, NY)
- …The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their most critical strategic and ... Strategy team from other areas of the firm. The Wealth Management Strategy Associate helps to drive key projects...and other internal consulting initiatives. Associates work closely with Senior Directors and MDs on the team in conducting… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… more
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. As a Senior Wealth Planner, you will work closely with high and ultra-high net worth ... Banking teams to provide outstanding client service. As our Senior Wealth Planneryou will: + Commitment to... Planner is a known expert in the professional advisor community, with a strong professional network and deep… more
- Robert Half Finance & Accounting (New York, NY)
- …at the SEC, an asset manager, compliance consultancy firm or investment advisor / wealth manager. The candidate must have Compliance Testing experience relating ... experience at the SEC, an asset manager, compliance consultancy firm or investment advisor / wealth manager + Compliance Testing experience relating to SEC, FINRA… more
- NTT America, Inc. (New York, NY)
- …inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our ... Services clients: https://us.nttdata.com/en/services/consulting-services/banking-and-financial-services-consulting **How You'll Help Us:** As a Wealth and Asset Management Consulting Senior Manager,… more
- Capco, a Wipro Company (New York, NY)
- …passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to ... transform the way wealth and asset managers service their clients. As technology...insights into industry and customer dynamics. + Client & Advisor Experience: Transformation of client & advisor … more