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WEALTH RELATIONSHIP MANAGER SAFE ACT - BRONXVILLE

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.. Anticipate the complex finan...

CompanyYork State Department Of Labor
AddressNew York, NY
CategoryRetail
Date Posted a month ago See detail

Wealth Relationship Manager SAFE Act - Bronxville

York State Department Of Labor

New York, NY

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.. Anticipate the complex finan...

Consultant - Wealth & Asset Management

Capco

New York, NY

$87,000 - $105,000 a year

Design deliverable content to reflect the engagement contract. Present findings and recommendations to client leadership. Support the development process flows depicting pain points in the business process. Conduct detailed analys...

Alternatives / Private Markets and Wealth Channel Product Manager, VP

The Bank Of New York Mellon Corporation

New York, NY

$115,000 - $160,000 a year

In Securities Services, we power and connect our clients to a robust investment ecosystem that supports their business at every stage. A fifth of all global assets flow through our platform, and while we are most known for our mor...

Group Product Manager, Earn & Wealth

Kraken

United States

$155,000 - $234,000 a year

Lead a team of Product Managers for the Earn (Staking, Yield) & Wealth product portfolio, setting the direction for product development and ensuring accountability for outcomes Shape the strategic vision for the portfolio across p...

Program Manager - Generational Wealth

Esl Federal Credit Union

Rochester, NY

$109,687.34 a year

Advance homebuyer grant opportunities through mortgage lenders throughout greater Rochester. Support affordability, maintenance, and value creation for existing homeowners. Support efforts to increase the supply of affordable home...

Wealth Relationship Manager

Hsbc

Flushing, MI

Build deep, long-lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients. Maintain the highest standard of excellence in developing strategies to inc...

Managing Director; Private Wealth Manager

Bank Of America

Miami, FL

$167K - $211K a year

Advise international and domestic clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Responsible for the sale and implementation of wealth management...

Alternatives / Private Markets and Wealth Channel Product Manager, SVP

Bny Mellon

New York, NY

$140,000 - $200,000 a year

Possess a high-level of attention to detail....

VP, Private Wealth Distribution Business Manager, Americas

Blue Owl

New York, NY

Partner with the Head of Distribution on channel strategy, e.g., market coverage, client segmentation, focus teams, and advisor resources. Assess Market sizing and penetration in partnership with Analytics and Marketing. Coordinat...

Client Relationship Manager (Wealth Management)

Old Port Advisors

Portland, ME

$53.8K - $68.2K a year

Effectively communicate with clients to address inquiries, gather necessary information, and ensure timely processing of account related requests. Perform high-priority administrative tasks, such as account opening, processing tra...

International Account Manager, Wealth and Personal Banking

Hsbc

New York, NY

Bachelors degree in business, finance, related field, or equivalent experience. Minimum of ten years proven and progressive banking sales experience or equivalent. An understanding of the unique financial needs of international c...

Channel Manager, Wealth Management

Canoe Intelligence

New York, NY

$130,000 - $150,000 a year

Identify and build relationships with multiple stakeholders at your channel partner accounts to ensure healthy partnership relationships and promote commercial success.. Develop and implement strategies to cultivate new opportunit...

Wealth & Investment Relationship Manager I

Huntington Bank

Ohio, United States

$78.4K - $99.3K a year

Accurate, timely and efficient administration of probate estates and terminating trusts. Ensure compliance with governing documents, bank policy and statutory requirements of the controlling jurisdiction. Consult and build relatio...

Risk Management – Wealth Management - Business Management, Vice President

Jpmorgan Chase & Co

Columbus, OH

Coordinate and/ or prepare materials for senior management including Risk Committees, business reviews and periodic presentations for regulators. Contribute to the Business Management team responsible for Wealth Management groups...

Senior Regional Manager, Schwab Wealth Advisory - Phoenix, United States - Charles Schwab

Charles Schwab

United States

CFP designation, CFA designation, or a Master's Degree in Personal Financial Planning required (may consider 24 month condition of employment). Bachelor's Degree required. Active and valid FINRA Series 7 license required. Active a...

Manager, Wealth Advisor- Schwab Wealth Advisory - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Undergraduate degree required. Active FINRA Series 7 license required. Active FINRA Series 66 license (or may be obtained within the first 120 days). Three or more years advisory experience. Five or more years in the financial ser...

Sr. Manager, Wealth Advisory - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Constructing a comprehensive, customized portfolio and providing advice that is designed to meet clients' individual goals with the ability to adapt to changing needs. Developing, implementing, and ongoing monitoring of Investment...

Managing Director of Wealth Advisory

First American Bank

Elk Grove Village, IL

Provide subject matter expertise on the Wealth Management Groups strategic initiatives and offer direction, guidance, and decision making to achieve desired results. Develop, manage, and retain the most complex and important clie...

Wealth Portfolio Manager III

Citizens Bank

San Francisco, CA

Manage the investment, trust and institutional accounts. Rebalance accounts according to the client's investment policy statement, with guidance of the asset allocation strategy team and advisor team. Responsible for allocating in...

Tax Manager, Private Wealth

Baker Tilly Us, Llp

New York, NY

You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve. You can see yourself as a trusted business advisor, working face-to-face with clients to find cr...

SVP - Senior Audit Manager - Wealth and Investment Services Products - Hybrid

Citi

New York, NY

$163,600 - $245,400 a year

Document audit procedures in a quality manner and in compliance with the IIA Standards and departments audit methodology. Manage a team of Internal Audit professionals, recruit staff, lead professional development, build effectiv...

Manager, Wealth Advisor- Schwab Wealth Advisory - South Mountain

Charles Schwab

Phoenix, AZ

$73,100 - $149,400 a year

Undergraduate degree required. Active FINRA Series 7 license required Active FINRA Series 66 license (or may be obtained within the first 120 days) Three or more years advisory experience Five or more years in the financial servic...

Relationship Manager, Wealth Advisory

Glenmede Trust Co

Philadelphia, PA

$107K - $135K a year

Bachelors degree required. 7+ years of experience in financial services, preferably in a fiduciary environment or in a wealth management, law or accounting firm. Advanced degree such as MBA or JD preferred. Professional designati...

Growth Marketing Manager, Wealth Management

Canoe Intelligence

New York, NY

$115,000 - $130,000 a year

Responsible for designing, executing and optimizing advertising strategy for the Wealth Management segment. Partner and collaborate with account executives, client sales, and business development representatives to achieve goals o...

Sr Audit Group Manager Audit-US Wealth

Td Bank

Greenville, NY

$112,900 - $183,460 a year

Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required...

Relationship Manager, Private Wealth

Cibc

Chicago, IL

$151K - $192K a year

Manage client relationships and the portfolio to maximize client retention and grow the business in accordance with the investment objectives of the individual clients, and the investment policies and strategies of the organizatio...

Wealth Channel Marketing Manager

Northern Trust Corp.

Chicago, IL

$107K - $135K a year

Create and execute scalable Channel Marketing and communication strategies to both improve awareness and adoption of our capabilities to Wealth Management Create personalized messaging and promotional activities to increase engage...

SVP - Senior Audit Manager - Wealth Lending (Hybrid)

Citi

Tampa, FL

$130,880 - $196,320 a year

Manage a team of Internal Audit professionals, recruit staff, lead professional development, build effective teams and manage a budget Deliver audit reports, Internal Audit and Regulatory issue validation and business monitoring a...

Audit Manager - Internal Audit Quality Assurance - US Personal Banking & Wealth

Citi

Irving, TX

$114,720 - $172,080 a year

Operate independently as a QA partner across the assigned subject matter expert (SME) audit teams, forming partnerships at all levels within IA. Support the QA Director (QAD) and Senior Audit Manager (SVP) in fostering a strong QA...

Associate, Aladdin Wealth Tech Client Relationship Manager

Blackrock

New York, NY

$115,000 - $140,000 a year

Develop a strong working relationship with clients to support implementation and adoption of tools, including developing and delivering training and marketing materials for client use Develop strong relationships with all groups w...