• Senior Wealth Advisor SAFE…

    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
    Citigroup (04/25/25)
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  • Sr . Wealth Advisor

    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
    Truist (03/27/25)
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  • Senior Wealth Advisor - SAFE…

    Citigroup (Queens, NY)
    The Financial Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application within the business. ... the same level of expertise. Excellent communication skills required, often at a senior level. Developed communication and diplomacy skills are required in order to… more
    Citigroup (05/17/25)
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  • Wealth - Art Advisor Sr…

    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
    Citigroup (04/16/25)
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  • Head of Wealth Investments Technology

    Citigroup (Jersey City, NJ)
    … Investments Technology** to lead our technology platforms supporting Citi's global wealth investments business. This is a senior leadership role responsible ... Integrate emerging technologies, including AI, analytics, and automation, to enhance Citi's wealth and investment capabilities. + **Client & Advisor Experience**… more
    Citigroup (05/14/25)
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  • Compensation Planning & Analysis- Asset…

    JPMorgan Chase (Jersey City, NJ)
    As a Compensation Advisor within Asset & Wealth Management (AWM), you will work closely with the line of business Compensation Executive, supporting compensation ... pool planning decisions, planning and analysis for senior management and budgeting and forecasts with finance partners. You will need to have a strong analytical and… more
    JPMorgan Chase (03/20/25)
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  • Director, Wealth Advisory Engineering…

    Citigroup (Jersey City, NJ)
    …Engineering Choices for Wealth Business + Background of Engineering Wealth Advisory Solutions for financial planning/ advisor and UHNW client businesses. ... Engineering Choices for Wealth Business + Background of Engineering Wealth Advisory Solutions for financial planning/ advisor and UHNW client businesses.… more
    Citigroup (04/23/25)
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  • JP Morgan Advisors - Senior Client…

    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
    JPMorgan Chase (05/11/25)
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  • Senior Wealth Planner

    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
    HSBC (05/16/25)
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  • Compliance Associate - Alternative Investments

    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
    Robert Half Finance & Accounting (04/25/25)
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