Latin America Private Bank - Senior Client Service Associate JPMorgan Chase & CoLatin America Private Bank - Senior Client Service AssociateJersey City, NJThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Product Designer, Advisor Experience - Private Bank Digital, Senior Associate JPMorgan Chase & CoProduct Designer, Advisor Experience - Private Bank Digital, Senior AssociateJersey City, NJIn this role, you will be at the forefront of redefining how advisors interact with digital products and services-delivering seamless, user-centric solutions that empower advisors to serve clients efficiently, manage portfolios, and navigate complex financial journeys. If you are passionate about experience design, eager to deliver transformative solutions, and ready to make a lasting impact on the future of private banking, we invite you to join our global design team to help define the next era of digital experiences.
Deposit Product Analyst/Associate Morgan StanleyDeposit Product Analyst/AssociateNew York, New York$58,000–$115,000 / yearThe Morgan Stanley U.S. Banks (Morgan Stanley Private Bank, National Association and Morgan Stanley Bank N.A.) offer a range of deposit products including brokerage account sweep deposits via the Bank Deposit Program, as well as Savings, CDs, and Global Currency deposit products for Wealth Management clients. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Deposit Product Associate Morgan StanleyDeposit Product AssociateNew York, NY$58,000–$115,000 / yearThe Morgan Stanley U.S. Banks (Morgan Stanley Private Bank, National Association and Morgan Stanley Bank N.A.) offer a range of deposit products including brokerage account sweep deposits via the Bank Deposit Program, as well as Savings, CDs, and Global Currency deposit products for Wealth Management clients. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewLatam and US Offshore Sales Analyst/Associate Morgan StanleyLatam and US Offshore Sales Analyst/AssociateNew York, NY$70,000–$124,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Product Manager, Retail Banking & Cash Management – Assistant Vice President Morgan StanleyProduct Manager, Retail Banking & Cash Management – Assistant Vice PresidentNew York, New YorkWe are seeking a motivated, entrepreneurial and detail-oriented Assistant Vice President to join the Retail Banking Product team within Deposits & Cash Management, specifically supporting ongoing product enhancements and new initiatives across the retail banking and cash management product suite. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Product Manager, Retail Banking & Cash Management - Assistant Vice President Morgan StanleyProduct Manager, Retail Banking & Cash Management - Assistant Vice PresidentNew York, NY$85,000–$140,000 / yearWe are seeking a motivated, entrepreneurial and detail-oriented Assistant Vice President to join the Retail Banking Product team within Deposits & Cash Management, specifically supporting ongoing product enhancements and new initiatives across the retail banking and cash management product suite. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Financial Planner IdbnyFinancial PlannerNew York City, New York$140,000–$160,000 / yearThis individual will work in close partnership with Private Bankers (PBs) across our New York, California, and Florida markets, providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Citi Wealth Lending | Lending Advisor Citigroup Inc.Citi Wealth Lending | Lending AdvisorNew York, NY$170,000–$300,000 / yearLending Advisors provide advice across a variety of asset classes ranging from less liquid financial assets including Private Equity and Hedge Funds, Commercial Real Estate, Private Share Lending to more bespoke personal assets such as Aviation, Fine Art and Collectibles. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing opportunities along with restructuring existing loans as part of clients overall capital management.
Managing Director, Business Banking Relationship Management Webster BankManaging Director, Business Banking Relationship ManagementNew York, NY$160,000–$170,000 / yearThey will also partner with the private bankers & banking centers within their assigned markets, in order to deliver an excellent client experience, look for growth opportunities throughout the entire consumer segment, and drive value to the clients that we serve. Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
Associate, US Fund Finance (New York City, NY, US, 10281) The Bank of Nova ScotiaAssociate, US Fund Finance (New York City, NY, US, 10281)New York City, NY$165,000–$195,000 / yearGuided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. What You'll Do: Structure and execute new fund finance transactions for private capital funds with a broad range of product offerings, including but not limited to subscription finance facilities, hybrid/NAV facilities, back-leverage facilities, BDC revolvers, and other esoteric structures.
Latam Markets Direct Access (Mda) Specialist | Senior Vice President Citigroup Inc.Latam Markets Direct Access (Mda) Specialist | Senior Vice PresidentNew York, NY$95,040–$316,920 / yearReporting to the Americas Head of MDA, you will partner closely with Private Bankers, Investment Counselors, the Global Family Office Group, and Markets to identify and onboard new clients, manage the overall Markets relationship, and deliver a best-in-class client experience. Citi Wealth Investment Solutions delivers holistic investment advice, harnessing Citi's leading Investment Management, Markets, and specialist teams to provide unique strategies for clients across the entire wealth spectrum.
Fiduciary Services Product Manager Flagstar Bank NAFiduciary Services Product ManagerNew York, NY$85,059.75–$134,762 / yearFamily Advisory and Trusts is group of highly-credentialed, sales-focused professionals who provide sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; sophisticated income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Fiduciary Services Product Manager supports the development, execution, and ongoing enhancement of fiduciary service offerings, including third-party trustee solutions and philanthropic vehicles.
Client Services Associate - New York: Mandarin & Cantonese Citigroup Inc.Client Services Associate - New York: Mandarin & CantoneseNew York, NY$61,280–$85,520 / yearProvide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Senior Director, M&A and Activism Communications FTI Consulting IncSenior Director, M&A and Activism CommunicationsNew York, NYServe as a lead project manager on high intensity, fast moving situations with an ability to coordinate across functional areas (PR, IR, digital, public affairs, global regions, etc.) keeping account leads, clients and the broader team aware of deliverables, strategy and timelines. The Senior Director will be expected to develop and execute client engagements related to friendly and hostile M&A, IPOs, spin-offs, strategic partnerships, joint ventures, activism defense preparation, proxy contests, short attacks, ESG activism and shareholder proposals, among other special situations.
Senior Director, M&A And Activism Communications FTI Consulting, Inc.Senior Director, M&A And Activism CommunicationsNew York, NYServe as a lead project manager on high intensity, fast moving situations with an ability to coordinate across functional areas (PR, IR, digital, public affairs, global regions, etc.) keeping account leads, clients and the broader team aware of deliverables, strategy and timelines. The Senior Director will be expected to develop and execute client engagements related to friendly and hostile M&A, IPOs, spin-offs, strategic partnerships, joint ventures, activism defense preparation, proxy contests, short attacks, ESG activism and shareholder proposals, among other special situations.
Wealth - Latam, Summer Analyst, New York - Usa, 2027 Citigroup Inc.Wealth - Latam, Summer Analyst, New York - Usa, 2027New York, NY$40,990–$150,640 / yearWealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Citi clients.
Wealth - Summer Analyst, New York - Usa, 2027 Citigroup Inc.Wealth - Summer Analyst, New York - Usa, 2027New York, NY$40,990–$150,640 / yearWealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Citi clients.
Wealth - Summer Analyst, New York - USA, 2027 Citigroup IncWealth - Summer Analyst, New York - USA, 2027New York, NY$40,990–$150,640 / yearWealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Citi clients.
Wealth - LATAM, Summer Analyst, New York - USA, 2027 Citigroup IncWealth - LATAM, Summer Analyst, New York - USA, 2027New York, NY$40,990–$150,640 / yearWealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Citi clients.