• Senior Wealth Advisor…

    Citigroup (Greenburgh, 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
    Citigroup (10/06/25)
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  • Senior Wealth Advisor

    M&T Bank (New York, NY)
    …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... for meeting and maintaining registration requirements under the Federal SAFE Act. + Complete other related duties as assigned....for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
    M&T Bank (09/04/25)
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  • Senior Technical Product Manager - Private…

    Neuberger Berman (New York, NY)
    …self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and ... all levels of the organization, both within Technology and the Private Wealth business. This individual would support Neuberger Berman's multi-year strategic program… more
    Neuberger Berman (08/22/25)
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  • Wealth Management Solutions, ConnectWealth…

    JPMorgan Chase (New York, NY)
    …framework to drive adoption and business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive ... lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale,...environments and are passionate about shaping the future of wealth management, this is the role for you. **Key… more
    JPMorgan Chase (07/17/25)
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  • Market Growth Director

    Wells Fargo (Melville, NY)
    …balance sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or ... to others + Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions...managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth… more
    Wells Fargo (09/06/25)
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  • Relationship Manager (EGP)

    Bank of America (New York, NY)
    …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... 65; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + Must… more
    Bank of America (08/28/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (New York, NY)
    …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Market-Client-Relationship-Manager\_25020057) **Job Description:** Merrill Wealth Management is a ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
    Bank of America (08/08/25)
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  • Trust Administrator II

    Comerica (New York, NY)
    …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... review of investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income… more
    Comerica (08/12/25)
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  • Citi Private Bank - UHNW Banker - Director

    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
    Citigroup (09/02/25)
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  • Citi Private Bank: Banker Team Leader - Managing…

    Citigroup (New York, NY)
    The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different ... reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which… more
    Citigroup (08/22/25)
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