• Wealth Management Solutions

    JPMorgan Chase (New York, NY)
    **Job Posting: Grants Manager - Private Foundations Services Team** **About Us:** The Private Foundations Services Team (PFS) at JP Morgan Private Bank partners with ... administrative responsibilities. Our team, with decades of experience in nonprofit management and grantmaking, oversees over 10,000 grant requests annually. As part… more
    JPMorgan Chase (08/02/25)
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  • Wealth Advisor

    Tompkins Community Bank (Mount Kisco, NY)
    …and leveraging referral networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across ... or equivalent experience required. + Minimum of five (5) years of experience in Wealth Management , Business Development, and Relationship Management . + CFP,… more
    Tompkins Community Bank (07/20/25)
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  • Citi Wealth / Private Bank - HNW Banker…

    Citigroup (New York, NY)
    …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... quantitative or qualitative analysis to solve problems and develop new, innovative solutions . Required to think beyond existing solutions , assumptions or current… more
    Citigroup (06/03/25)
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  • UHNW Private Banker - Managing Director

    Citigroup (New York, NY)
    …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help… more
    Citigroup (07/31/25)
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