- 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
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and ... TD Ameritrade Institutional and Retail [consumer only] platforms. The Senior Wealth Lending Advisor is...and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act), 12 USC || 5102 et seq., and… 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
- 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 (Brooklyn, NY)
- Business Banking Senior Relationship Manager-Brooklyn Brooklyn, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Bank of America (New York, NY)
- …the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to… 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
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