Senior Wealth Advisor jobs in Westchester, NY
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SENIOR WEALTH ADVISOR
Substantial experience in the wealth management industry and knowledge of different product areas. M.B.A. or J.D. preferred, or equivalent combination of education and experience. Comprehensive knowledge of investments, tax and es...
| Company | Bessemer Trust Company |
|---|---|
| Address | New York, NY |
| Category | Retail |
| Salary | $175,000 - $200,000 a year |
| Date Posted | 2 months ago See detail |
Senior Wealth Advisor
Bessemer Trust Company
New York, NY
$175,000 - $200,000 a year
Substantial experience in the wealth management industry and knowledge of different product areas. M.B.A. or J.D. preferred, or equivalent combination of education and experience. Comprehensive knowledge of investments, tax and es...
2 months ago seen See more...
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Industry Senior Advisor - Financial Services
Sap
New York, NY
We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. ) Solution selling...
2 days ago seen See more...
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Senior Product Manager - Wealth & Investment Management (CRM)
Wells Fargo
New York, NY
Lead or participate in product management initiatives and deliverables for product lines or services. Contribute to product analysis across applicable markets, conduct market research and market results-oriented analysis. Review a...
2 weeks ago seen See more...
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Senior Director - Wealth and Asset Management
York State Department Of Labor
New York, NY
Lead business development and client development activities collaborating with Managing Directors and the broader firm, including the development of proposals, conducting presentations and being a partner to our clients. Lead comp...
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Senior Lead Control Management Officer - Wealth and Investment Management
Wells Fargo
New York, NY
Act as an advisor to more experienced leaders in developing risk mitigation strategies for complex and highly integrated business specific risk across different business lines. Monitor, measure, evaluate, and report impact of deci...
3 weeks ago seen See more...
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SVB - Senior Advisor, Global Treasury & Payments Advisory
Cit
New York, NY
They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping...
a month ago seen See more...
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Financial Literacy Benefit Advisor/Senior Case Manager
Volunteers Of America Greater New York
Bronx, NY
life insurance, retirement plan
Conduct client financial coaching through one-on-one, couple, or small group sessions. . Competently assess clients' current financial situation by reviewing their income, assets, and debts. . Provide resources on financial manage...
4 weeks ago seen See more...
10101- Senior Policy Advisor, Healthcare Accountability
Fphny Recruitment Team
New York, NY
Lead the creation and implementation of a dynamic, interdisciplinary policy portfolio that advances a more transparent, accountable, and equitable health care system. Work in close collaboration with the data analytics team to dev...
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Asset & Wealth Management Tax Senior Associate
Pix11
New York, NY
Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...
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Asset & Wealth Management Tax Senior Manager
Pix11
New York, NY
Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at al...
a month ago seen See more...
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Asset & Wealth Management - Tax Senior Associate
Pix11
New York, NY
Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...
a month ago seen See more...
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Senior Director, Lead AML Advisor - Retail Bank & Financial Services
Capital One
New York, NY
Provide risk management consultation to Retail Bank and Financial Services and its Executives on conducting risk assessments, identifying and mitigating risk, developing mitigation plans, business initiatives, and other risk manag...
a month ago seen See more...
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Senior Associate/Analyst, Wealth Solutions Operations
Macquarie Group
New York, NY
This role will also have integration responsibilities as the operating model for Wealth Solutions evolves post the Central Park Group acquisition.You will be part of a team responsible for managing and providing oversight for the...
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Asset & Wealth Management Tax Senior Manager
Pix11
New York, NY
Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at al...
a month ago seen See more...
- View all Pix11 jobs - jobs in New York, NY
Wealth Management Advisor Top Team in Northeast - Madison Avenue, NYC
Northwestern Mutual
New York, NY
$78,000 - $168,000 a year
Bachelors Degree from a Four - Year Institution. Prior sales and/or business experience preferred. Possess a history of personal and professional success. Ability to commute to the NYC Metro Area and ability to work onsite in our...
2 months ago seen See more...
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Tribal Engagement Senior Policy Advisor
Hhs Careers
Caldwell, NJ
Brings national policy expertise related to the federal trust responsibility (25 U.S.C. 5304) and government to government relationship between the United States and the federally recognized Tribes. Serves as an agency expert on T...
2 months ago seen See more...
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