- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... to lending and cash management we are here to support our clients comprehensively. Our goal is to deliver...relationship . US Credit Card solutions are provided to Wealth clients via Citi Personal Banking. This role will… more
- Bank of America (New York, NY)
- …acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the ... Private Wealth Relationship Manager New York, New...enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the… more
- Citigroup (New York, NY)
- …across all products to help identify areas for review and e6iciency uplift + Support Wealth Lending Head with ad-hoc requests **Key Skills / Qualifications:** + ... families, including entrepreneurs and business owners, single-and multi-family o6ices, senior corporate executives, next generation/inherited wealth , law firms… more
- CIBC (New York, NY)
- …Service Associate /** ** Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional ... and transactions align with regulatory and internal standards. You'll also support Relationship Managers by preparing materials, tracking client activity,… more
- JPMorgan Chase (New York, NY)
- …the preparation and transition process for Advisors concluding their careers at JP Morgan Wealth Management + Support the launch of new technology and platforms ... expense and is critical to recruiting, motivating, and retaining Advisors. As a Senior Associate within the Field Performance and Incentives team, you will directly … more
- Citigroup (New York, NY)
- …is a key member of the HR Business Execution team for US Personal Banking HR and Wealth HR, that support 2 of Citi's 5 core businesses. The US Personal Banking ... of approx. 25K employees, predominately in the US. The Wealth organization brings together the full power of Citi...execution of key HR initiatives and processes and provides support to the business unit Senior Human… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Citi Wealth is a leading provider of financial solutions...to lending and cash management we are here to support our clients comprehensively Lending is a key offering… more
- City National Bank (Jersey City, NJ)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of ... Wealth Management, is a leadership role as an auditor-in-charge...and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the form of… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... **Citi Wealth Lending - Global Head of Securities Based...to lending and cash management we are here to support our clients comprehensively Lending is a key offering… more
- TD Bank (New York, NY)
- …for the first line of defense in Wealth by partnering with US Wealth Senior Leadership Team, Federated Partners (Compliance, Legal), and AMCB Consumer Bank ... regulatory bodies including FINRA, SEC, OCC + Partners with Senior Executives across Consumer Distribution & AMCB to deliver...+ Strong technology acumen, comfortable with IT systems that support wealth management operations + Prior engagement… more