• Senior Wealth Investment…

    M&T Bank (Buffalo, NY)
    **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and… more
    M&T Bank (05/14/25)
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  • Senior Wealth Advisor SAFE…

    Citigroup (Queens, NY)
    …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) ... Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...at the center of everything we do. As a Senior Wealth Advisor , you will… more
    Citigroup (06/04/25)
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  • Senior Wealth Advisor

    M&T Bank (Hauppauge, NY)
    …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
    M&T Bank (05/05/25)
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  • Senior Trust Advisor - Truist…

    Truist (New York, NY)
    …not mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice ... high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both… more
    Truist (05/31/25)
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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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  • Citi Wealth / Private Bank - UHNW…

    Citigroup (New York, NY)
    …directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Team Lead manages a team of...requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This… more
    Citigroup (06/03/25)
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  • Wealth and Asset Management Consulting…

    NTT America, Inc. (New York, NY)
    …inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our ... Services clients: https://us.nttdata.com/en/services/consulting-services/banking-and-financial-services-consulting **How You'll Help Us:** As a Wealth and Asset Management Consulting Senior Manager,… more
    NTT America, Inc. (04/25/25)
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  • Senior Consultant - Wealth Strategy

    Capco, a Wipro Company (New York, NY)
    …opportunities in: Banking, Capital Markets, Finance Risk & Compliance, Insurance and Wealth and Investment Management. Capco's Wealth practice specializes ... helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as...insights into industry and customer dynamics. + Client & Advisor Experience: Transformation of client & advisor … more
    Capco, a Wipro Company (05/17/25)
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  • Tax Senior - Private Wealth

    Deloitte (Rochester, NY)
    …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
    Deloitte (05/19/25)
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  • Family Wealth Office Director

    KeyBank (Tarrytown, NY)
    …New York, New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families ... and coordinates the activities of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional… more
    KeyBank (04/15/25)
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