• Wealth Strategies Advisor

    Bank of America (New York, NY)
    Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we ... with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop… more
    Bank of America (03/21/25)
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  • Senior Wealth Advisor SAFE Act…

    Citigroup (New York, NY)
    …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver… more
    Citigroup (04/25/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (New York, NY)
    …action plans to execute effective book management and client engagement strategies . Other advisor coaching topics include incorporating goals-based financial ... As part of the highly visible Advisor Growth Program team, you'll play a pivotal...center of influence (COI) networks, implementing effective digital marketing strategies on LinkedIn, and enacting strategies for… more
    JPMorgan Chase (05/09/25)
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  • Head of Wealth Plan Advisor…

    JPMorgan Chase (New York, NY)
    …and shaping the future of JPMorganChase's proprietary financial planning platform ( Wealth Plan) with your strategic vision and influence. **Summary:** As a ... Product Director in Wealth Management you lead innovation through the development of...customer needs. **Job responsibilities:** + Oversees the Financial Planning advisor product roadmap, vision, development, execution, risk management, and… more
    JPMorgan Chase (05/08/25)
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  • Wealth - Art Advisor Sr. Lead

    Citigroup (New York, NY)
    …field since 1979, a regulated fiduciary providing personalized acquisition and selling strategies , as well as collection management services. The Art Advisor ... Sr. Lead is a strategic professional who closely follows the latest trends in the art world and adapts them for application to serve clients' needs and the business; typically, a small number of people within the business provide the same level of expertise.… more
    Citigroup (04/16/25)
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  • Family Wealth Office Director

    KeyBank (New York, NY)
    …Regional Planning Strategist in building client financial plans + Co-facilitates the Family Wealth Legacy Day's and develops custom strategies to prepare the ... tracking tools to document progress on implementation of client strategies . + Responsible for the execution of the client...Establish a level of trust and confidence with Family Wealth clients while navigating into the trusted advisor… more
    KeyBank (04/15/25)
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  • Citi Wealth at Work - Law Firm Group…

    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 (04/24/25)
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  • Managing Principal - Wealth & Asset…

    Capco, a Wipro Company (New York, NY)
    …passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to ... transform the way wealth and asset managers service their clients. As technology...their most pressing challenges. Our unparalleled experience generating digital strategies , defining client user journeys, creating operational efficiencies, and… more
    Capco, a Wipro Company (04/11/25)
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  • Vice President/Director, After-Tax Wealth…

    BlackRock (New York, NY)
    …versions of research materials **Requirements:** + CFA, CFP, JD, CPA or experience as a wealth advisor a plus + Minimum 5 years in wealth management, ... theory + Risk + Strong knowledge in the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning +… more
    BlackRock (04/23/25)
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  • Asset Management - Head of Private Wealth…

    JPMorgan Chase (New York, NY)
    …client service to our investors. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team to support client acquisition and ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private...solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of… more
    JPMorgan Chase (05/02/25)
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