- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:**… more
- Citigroup (New York, 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
- 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
- Bank of America (Fort Lee, NJ)
- Senior Business Manager Fort Lee, New Jersey **Job...registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT ... to make a difference. Join us! **Job Description:** The Senior Business Manager role is a key contributor to...Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related… more
- Bank of America (Jersey City, NJ)
- Senior IRA Product Specialist Pennington, New Jersey;Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... procedure manuals, partner with Operations and other ad hoc issues The Senior IRA Product Specialist role within theInvestment Products & Personal Retirement… more
- KPMG (New York, NY)
- **Business Title:** Manager/ Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 68 **Function:** Tax Services **Area of Interest:** ... for as a firm KPMG is currently seeking a Manager/ Senior Manager to join our International Tax (https://tax.kpmg.us/services/international-tax.html) practice.… more
- Bank of America (New York, NY)
- Business Banking Relationship Manager/ Senior Relationship Manager - New York, New York New York, New York **Job Description:** At Bank of America, we are guided by a ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Bank of America (New York, NY)
- …the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to… more
- Citigroup (New York, NY)
- Citibank, NA seeks a Banker, Safe Act for its New York, New York location. Duties: Build and maintain a book of ultra-high net worth clients. Serve as a trusted ... advisor to clients who frequently seek strategic advice regarding...an in-depth understanding of clients' businesses and sources of wealth generation. Analyze products and services to match with… more
- Bank of America (New York, NY)
- …this capacity the MTD will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market ... MTD will provide mentorship and guidance to Trust Officers and Trust Senior Associates. Key Responsibilities + Engage in high level fiduciary oversight, proactively… more
- 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 ... registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT...+ Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to… more
- Neuberger Berman (New York, NY)
- …strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving ... The role will require regular board, client, committee and senior leadership engagement and at times will be required...+ Serve as a guiding hand, leader and trusted advisor to business partners while helping to resolve operational… more
- Citigroup (Rutherford, NJ)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... foundations of everything we do from keeping the bank safe , managing global resources, and providing the technical tools...estimates, resource plans and status reports. + Interfaces with senior project staff and client senior management… more
- Bank of America (Jersey City, NJ)
- …assets across 800k+ households, which generates ~$10B in annual revenue for Merrill Wealth Management. This team and our Fiduciary program offering are critical to ... disclosure updates affecting our ADV brochure materials and financial advisor and client communications. **Key Responsibilities:** + Providing bespoke strategic… more