- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... candidate will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities** Client Reporting + Assist… more
- HSBC (New York, NY)
- Director of Wealth , Private Banking and Insurance Regulatory Compliance Brand: HSBC Area of Interest: Risk and Compliance Location: New York, NY, US, 10001 Work ... risks in accordance with HSBC Group's risk framework. The Director of Wealth , Private Banking and Insurance Regulatory Compliance for US is the management… more
- Neuberger Berman (New York, NY)
- **Summary:** The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the ... planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm. Working in… more
- 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 (New York, NY)
- Neuberger Berman's Private Wealth business is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and ... enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by evaluating current processes, identifying opportunities for improvement,… more
- Principal Financial Group (Albany, NY)
- …to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- Citigroup (Queens, 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) ... 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 meet the… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning ... with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals to… more
- JPMorgan Chase (New York, NY)
- …to provide you with the opportunity to take your career to the next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients' ... identified and met through a comprehensive understanding of their wealth and objectives. **Job Responsibilities** + Serve as an... and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify… more
- 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 ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
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