- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment ... complex account structures and groups for ultra-high net worth clients. The Senior Wealth Client Performance Analytics Consultant will analyze investment… more
- Morgan Stanley (Seattle, WA)
- …diversifying its workforce. M/F/D/V **Job:** ** Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate* ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs)...5 years of industry experience required * Demonstrated strong performance in current role for the prior 2 years,… more
- Citigroup (New York, NY)
- ** Wealth Client Segments Control Testing Head Director** The Wealth Products and Operations Control Testing Utility is responsible for the testing of ... reporting, and insight sharing related to the above scope of controls testing. The Wealth Client Segments Control Testing Head leads and directs a team of… more
- Citigroup (New York, NY)
- The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against the digital wealth platform across all segments ... our brand promise, we must operate as a truly client -centric organization, driving a high tech, high touch experience...full Citi relationship, particularly in the US The Digital Wealth Product Senior Group Manager will drive… more
- Bank of America (Chicago, IL)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Market Client Relationship Manager Chicago,...inspection, coaching and feedback to motivate, differentiate and improve performance . + Financial Steward: Actively manages expenses and budgets… more
- ADP (Springfield, IL)
- ADP is hiring a ** Senior ** **Manager - Health & Wealth in West/Central Market -** **AZ, CA, and/or the IL area.** + Are you ready to join a company offering ... wealth activities. Drive associate engagement, retention, talent/career development, performance coaching and appropriate programs to enhance the service… more
- Bank of America (Los Angeles, CA)
- Private Wealth Senior Relationship Manager Los Angeles, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... the team's client service model. Job expectations include leading client meetings related to investment strategy, account performance , new products,… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2024 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to.... The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Bank of America (Houston, TX)
- Private Wealth Senior Investment Manager Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... make a difference. Join us! **Job Description:** The Private Wealth Senior Investment Manager is responsible for...client goals and strategies. Oversee preparation and present client performance review reports to measure progress… more
- BlackRock (New York, NY)
- …part of the Relationship Management team and take responsibility for supporting the Senior Client Relationship Managers in servicing our clients across a range ... the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse...investment vehicles, and the industry-leading iShares(R) ETFs. The Aladdin Wealth Tech team partners with wealth management… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a...services to others in area of specialization. Work and performance of all teams in the area are directly affected ... by the performance of the individual. **Responsibilities:** + Build relationships with...segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home… more
- Bank of America (North Bethesda, MD)
- Wealth Management Client Associate North Bethesda, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... service support to an experienced team, which includes 3 Senior Financial Advisors. + Provides excellent Client ...or any other factor that is irrelevant to the performance of our teammates. To view the "EEO is… more
- Citigroup (New York, NY)
- …CAO and will be an integral member of that leadership The Director of the Wealth Risk Reporting team is a senior management level position responsible for ... CRO, 1st & 2nd lines of defense (LOD) senior risk managers, Wealth Business Development and...client /risk aggregation needs unique to private banking and wealth management, and with a proven track record to… more
- Mirador (Stamford, CT)
- …services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance -reporting requirements of Family ... We seek strong people managers, or "team leads", to oversee a team of client -facing reporting analysts and associates. You will be responsible for coaching your team… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... of defense, to define client -centric lending products tailored to each client segment needs. Deepen/strengthens key Wealth lending client relationships… more
- Morgan Stanley (Charlotte, NC)
- …and delivery of financial and investment strategies that aim to address each client 's specific goals and concerns * Prepares performance reports and other ... Develops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in managing performance measurements on existing accounts… more
- JPMorgan Chase (Denver, CO)
- …have the opportunity to: + Work with a team of bankers, investment specialists, wealth advisors, and lending specialists to understand client needs and examine ... 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and… more
- Arrow Financial Corporation (Glens Falls, NY)
- …strategic thinking to drive growth and maintain a center of excellence for client relationships. Director of Wealth Management This opportunity requires a desire ... The Arrow Financial Corporation is seeking a leader for our company's Wealth Management Division! This role is a great fit for someone with a strong understanding of… more
- City National Bank (New York, NY)
- ** SENIOR MANAGER IT PMO GOVERNANCE** **WHAT IS THE OPPORTUNITY?** The Senior Manager of IT Program Management Office (PMO) Governance defines and manages the ... to enable effective decision making throughout the organization. The Senior Manager of IT PMO may lead a Team...through robust KRI (Key Risk Indicator) and KPI (Key Performance Indicator) metrics. Projects may include introduction or major… more