- Citigroup (New York, NY)
- …driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... a team + Strong presentation skills + Previous experience in client facing roles in Banking or Wealth (both a plus) + Problem solving & change management skills… more
- Citigroup (New York, NY)
- The Integrated Client Engagement (ICE) Team's mission is to drive measurable commercial outcomes, by leveraging Citi's iconic global brand and deep client ... relevant product expertise and 2) Strategic alignment of Citi Wealth 's client -facing resources with global wealth...ensuring delivery, alignment, and consistency of initiatives for the Integrated Client Engagement organization. Core… more
- Citigroup (New York, NY)
- …+ Ability to work collaboratively with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent ... Client -Centric: Focused on delivering personalized, high-quality advice and enhancing client engagement . + Innovative Thinker: Constantly seeking ways to… more
- Citizens (Boston, MA)
- …teams to address clients' complex financial needs, ensuring a holistic and integrated wealth management approach. * Strengthen relationships with internal bank ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages...Wealth Advisor will support business development initiatives, partner engagement , and work as part of a broader team… more
- Bank of America (Boston, MA)
- …on clients. + Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our… more
- Bank of America (Las Vegas, NV)
- …those strategies with clients' Advisors where appropriate. **Responsibilities:** + Leads the wealth planning engagement process with clients from start to finish ... Wealth Strategies Advisor Las Vegas, Nevada **Job Description:**...planning solutions based on these analyses + Develops holistic, integrated planning strategies for clients with a focus on… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original Agency ... support we provide our partners, and working as one integrated team. Our core values are Teamwork, Work Ethic,...of accelerated growth and success. Job Summary As the Wealth Project Manager, this individual will play a pivotal… more
- Citigroup (Jacksonville, FL)
- Citi's US Personal Banking and Wealth Management (USPBWM) businesses are global leaders in credit cards, consumer banking, and wealth management, serving as a ... impactful way. Citi is optimizing its relationship structure to realize a fully integrated delivery model and partnerships on the cross-platform goals of the company… more
- Deloitte (Chicago, IL)
- Senior Consultant, Operations and Technology Transformation, Integrated Healthcare, Epic What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- CIBC (Boston, MA)
- …Commercial & Wealth franchises. **What you'll be doing:** CIBC Private Wealth Management provides integrated wealth management, investment advisory, ... of the Client Service Associate's responsibilities. **How you'll succeed** + ** Client engagement -** Meet with clients to understand their priorities, advise… more