- 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
- Citigroup (New York, NY)
- The Wealth Relationship Advisor SAFE ...segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business ... provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** + Bachelor's/University… more
- M&T Bank (New York, NY)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... for meeting and maintaining registration requirements under the Federal SAFE Act. + Complete other related duties as assigned....for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Neuberger Berman (New York, NY)
- …Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a ... and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change… more
- Neuberger Berman (New York, NY)
- …self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and ... all levels of the organization, both within Technology and the Private Wealth business. This individual would support Neuberger Berman's multi-year strategic program… more
- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with ... deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing financial plans… more
- Wells Fargo (New York, NY)
- …offerings to all client segments **About this role:** Wells Fargo is seeking a ** Wealth Banking Senior Manager** to support the Northeast region. This leader ... but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and...relationships as well as uncovering new banking clients. The Wealth Banking Senior Manager will lead a… more
- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and establish contact with… more
- Bank of America (New York, NY)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to...registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT… more
- JPMorgan Chase (New York, NY)
- …framework to drive adoption and business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive ... lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale,...environments and are passionate about shaping the future of wealth management, this is the role for you. **Key… more