NewAsset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - New YorkNew York, NY$125,000–$290,000 / yearPartner with distribution channels, senior MAS portfolio managers, portfolio sales specialists, research, and marketing teams to drive business opportunities from capability pitch through model delivery, content strategy, and sales activation. The role requires close coordination across clients, portfolio management, distribution, sales specialists, research, and marketing teams, and is well suited for candidates who thrive in a fast-paced, multi-faceted environment with meaningful client and commercial accountability.
Senior Manager, Wealth Co-Marketing, FTSE Russell London Stock Exchange Group PlcSenior Manager, Wealth Co-Marketing, FTSE Russellnew york, NY$132,800–$221,400 / yearThe Co-Marketing function, which covers multiple segments (asset managers, derivatives exchanges, wealth firms), consists in helping FTSE Russell's clients go-to-market equipped with educational material supporting our suite of indices and therefore supporting our clients' investment products. This senior individual contributor role will focus on developing marketing campaigns for and with FTSE Russell's most important accounts in the Wealth segment, helping drive revenue across index-linked products including ETFs, Direct Indexing and other passive investment vehicles.
J.P. Morgan Wealth Management - CAO Business Manager, Senior Associate JPMorgan Chase & CoJ.P. Morgan Wealth Management - CAO Business Manager, Senior AssociateJersey City, NJWhether leading initiatives across Wealth Management and the broader firm, developing business analyses that inform senior decision-making, or curating executive-ready presentations and coordinating leadership forums, the team ensures the CAO organization operates with clarity, alignment, and momentum. The JPMorgan Chase Wealth Management Chief Administrative Office (CAO) Business Management team is a newly formed organization that serves as a partner to the Wealth Management CAO, providing comprehensive day-to-day operational support and guiding the advancement of key business priorities.
Customer Success Manager, Wealth and Asset Management London Stock Exchange Group PlcCustomer Success Manager, Wealth and Asset ManagementNew York, NY$97,500–$162,500 / yearEducation: Demonstrate and educate end-users on how to use our solutions and models in a manner that is tailored to their specific workflow and use-case, regularly promoting new features, and reviewing product roadmaps with them so that we incorporate their feedback into our investment decisions. You'll interact with a broad range of partners at financial institutions: C-Suite, heads of desks and end users (portfolio and fund managers, wealth managers, sales, traders).
Wealth: Sr Portfolio Manager BRC Group Holdings IncWealth: Sr Portfolio ManagerNY$125,000–$175,000 / yearPortfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each models specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firms financial advisors.
Asset & Wealth Management, Multi-Asset Solutions: Portfolio Construction and Manager Research, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Multi-Asset Solutions: Portfolio Construction and Manager Research, Vice President - New YorkNY$125,000–$290,000 / yearAs part of one of the worlds leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. • Analyze client-directed managers that may not be on GSAMs platform, assessing risk characteristics and track record, and advise Portfolio Managers on how to take such managers into consideration when constructing the overall portfolio.
Manager - BCG Vantage, Financial Institutions - Wealth Management BCG Digital VenturesManager - BCG Vantage, Financial Institutions - Wealth ManagementNY$136,600–$142,500 / yearTopic Activation (Sector Expertise with Proprietary Tool & Data Solutions) Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients. Additionally, as a Manager - BCG Vantage you will drive development of intellectual property and knowledge assets to support the wealth management business, serving as an active contributor to commercialization efforts for the Asset & Wealth Management sector within the Financial Institutions Practice Area, whilst working with business leaders to drive proposals & go-to-market efforts.
Asset & Wealth Management, Fixed Income: Liquidity Solutions - Portfolio Manager, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Fixed Income: Liquidity Solutions - Portfolio Manager, Vice President - New YorkNY$125,000–$250,000 / yearAs part of one of the worlds leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance.
NewWealth Manager Center for Wealth PreservationWealth ManagerWoodbury, NY$80,000–$250,000 / yearCWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. As a Wealth Manager your work directly influences how clients protect their families, plan for the future, and make confident decisions during critical moments.
Business Development Manager - NYC Wealth Center | Midtown North Morgan StanleyBusiness Development Manager - NYC Wealth Center | Midtown NorthNew York, New YorkAs part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. 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.
Global Wealth Management UBS Group AGGlobal Wealth ManagementNJEngage Financial Advisor (FA) teams to explain Investment Manager Analysis (IMA) observations and provide targeted coaching designed to strengthen their investment decision-making and drive improved long-term portfolio outcomes. We're looking for someone who can: Perform and document comprehensive reviews of discretionary investment strategies managed by U.S. Financial Advisors (FAs), with a detailed focus on investment process, dispersion analysis, performance, trading implementation, and related operational controls.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementFranklin Park, New JerseyIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Recruiting Manager - Wealth & Asset Management Northern Trust CorpRecruiting Manager - Wealth & Asset ManagementNY$137,400–$240,400 / yearWe're looking for a people leader who can deliver strong recruiting results, strengthen stakeholder partnerships, and run a disciplined, risk-aware hiring operation-while building a team culture grounded in openness, inclusion, and shared accountability. Build strong partnerships with hiring leaders and HR Business Partners by ensuring recruiters develop deep understanding of their supported businesses, talent markets, and competitive landscape.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerStamford, CT$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Wealth Management - KYC Data Product - Product Manager JPMorgan Chase & CoWealth Management - KYC Data Product - Product ManagerJersey City, NJAs a KYC Data Product Manager (Vice President) in JP Morgan''s Wealth Management division, you will lead the end-to-end strategy, delivery, and operational excellence of KYC data products - from API-based ingestion and integration, through persistence and quality controls, to distribution via batch extracts and GraphQL. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerStamford, CT$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerNew York, NY$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Wealth Management Tax Services Manager PricewaterhouseCoopers LLPWealth Management Tax Services ManagerNY$99,000–$266,000 / yearAs a Manager you are going to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
J.P. Morgan Wealth Management - Associate Program Manager JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Associate Program ManagerNew York, NYFull timeAs part of JPMA's Family Wealth Services team, the Cross-Line-of-Business (LOB) Partnerships team partners with advisors to connect clients to capabilities across JPMorgan Chase. Morgan Wealth Management, offers clients and their advisors the personalized service of a dedicated wealth management business, backed by the global resources of one of the world's most respected financial firms.
NewEarly Career Development Program Manager, US Private Bank, Asset & Wealth Management, Senior Assoicate JPMorgan Chase & CoEarly Career Development Program Manager, US Private Bank, Asset & Wealth Management, Senior AssoicateJersey City, NJOur 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. The Analyst & Associate Program Manager position plays a variety of roles including supporting junior talent, coaching, developing, managing key stakeholder relationships, and delivering on overall Program execution.
Digital Wealth Product Manager - Vice President Citigroup IncDigital Wealth Product Manager - Vice PresidentNew York, NY$129,840–$194,760 / yearIn order to compete with traditional Wealth Management providers, as well as fast growing entrants that are untraditional to financial services, the Digital Wealth Product Team was founded to modernize our digital offerings, enrich the wealth management experience, and reach our clients quickly in their preferred digital channel(s) of choice. To accomplish this, we've transformed our approach to product management resulting in a significant push to move faster, design for client-first solutions, and develop a product organization that rivals best-in-class players in the industry, creating an environment where digital product managers can shine, and build experiences that immediately impact millions of consumers.
Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFG JPMorgan Chase Bank, N.A.Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFGNew York, NYFull timeOur 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. As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with International Private Bank Advisors to deliver IIS's specialized capabilities to our largest and most sophisticated Family Office clients.
Internal Audit Manager, Vice President - Consumer Community Bank Wealth Management JPMorgan Chase & CoInternal Audit Manager, Vice President - Consumer Community Bank Wealth ManagementJersey City, NJAs an Audit Manager on the Consumer Community Banking, Wealth Management Internal Audit Team, you will develop and execute the annual audit plan, manage audit engagements, oversee and perform audit testing, and participate in applicable control and governance forums. Strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners; adept at presenting complex and sensitive issues to senior management.
Wealth Market Manager - NYC - Tri-state M&T Bank CorpWealth Market Manager - NYC - Tri-stateNY$192,200–$356,900 / yearEducation and Experience Required: Bachelor's degree and a minimum of 11 years related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years higher education and/or work experience, including a minimum of 11 years related wealth management, investment, trust or estate planning experience working with complex tax and legal issues. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - Senior ManagerNew York, NY$124,000–$335,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerStamford, CT$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
J.P. Morgan Wealth Management - Associate Product Manager JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Associate Product ManagerJersey City, NJFull timeAs an Associate Product Manager in the JPM Wealth Management Core Capabilities Product team, you will play a critical role in identifying, gathering and analyzing information used in defining the vision and strategy and facilitating execution of the next generation of digital solutions across the Wealth Management business lines. The role will partner with other product teams, designers, and technology teams across JPM WM and the broader JPM Chase organization to deliver an intuitive, controlled, and seamless experience for all JPM WM clients and advisors.
Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate The Goldman Sachs Group IncAsset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, AssociateNY$100,000–$170,000 / yearOur team of client portfolio managers works closely with portfolios managers, salespeople, financial advisors and clients to understand client needs and find and help implement appropriate solutions, provide industry and strategy education and subject matter expertise, develop thought leadership and marketing materials, and develop and implement business strategy. We design and employ highly scalable portfolio management systems to create equity-based strategies including customized direct indexing separate accounts, derivative income ETFs, and exchanges funds.
Wealth Practice Manager, VP State StreetWealth Practice Manager, VPClifton, New JerseyTheir contributions as expert-level project resources include defining client requirements, configuring and tuning the solution to the client’s business and technical needs, training clients, testing workflows and resolving issues before taking the client “live”. Experience with asset allocation, model management, portfolio construction, model-based portfolios, drift monitoring, tax optimization, pre-trade compliance, and rebalancing, trading, performance reporting workflows.
Asset & Wealth Management Regulated Investment Company (RIC) - Manager PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - ManagerNew York, NY$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Senior Compliance Manager (KYC) - Institutional Services, Corporate Trust, and Wealth Management (Hybrid - See Job Description for Listed Locations) M&T Bank CorpSenior Compliance Manager (KYC) - Institutional Services, Corporate Trust, and Wealth Management (Hybrid - See Job Description for Listed Locations)NY$157,400–$262,300 / yearThis role oversees and advises on KYC, CDD, EDD, and AML/sanctions risk management for Corporate Trust & Agency, Institutional Client Services, Personal Trust & Wealth Management, and High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. Work with the Compliance Director to engage other Risk Departments, Internal Audit, Legal and/or Regulatory Affairs regarding interrelated risk issues impacting operational, credit, strategic, reputation, market, liquidity, interest rate and capital risks.
Associate Wealth Management Banker Royal Bank of CanadaAssociate Wealth Management BankerNew York, New YorkMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Proven business development experience and strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products.
Tax Manager - Wealth Management EP Wealth Advisors LLCTax Manager - Wealth ManagementNYRemote$135,000–$150,000 / yearThis position involves client-facing activities providing comprehensive tax services to existing clients, developing new businesses, and assisting our advisors and financial planning team with strategic tax planning. Serve as a key point of contact between EP and our external tax preparation provider, supporting relationship management to ensure clear communication, timely follow-ups and resolution of tax preparation and workflow-related matters.
Asset & Wealth Management Technology Infrastructure Business Manager, Vice President JPMorgan Chase Bank, N.A.Asset & Wealth Management Technology Infrastructure Business Manager, Vice PresidentJersey City, NJFull timeAs the Business Manager supporting the AWM Infrastructure/Cloud and Architecture platforms, you will will become a key member of two senior Technology management teams, helping their Chief Technology Officers (CTO) successfully execute their annual strategic and budgetary goals. 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.
Wealth Management Analytics Manager Lord Abbett.comWealth Management Analytics ManagerJersey City, New Jersey$125,000–$140,000 / yearThe position partners closely with wealth management platform managers, wealth management field sales, portfolio specialists, marketing, finance, and technology teams to enable data-driven strategy and execution. Strengthen Strategic Partnerships: Leverage data-driven insights, industry best practices, and home office intelligence to deepen relationships with sales leaders and align with strategic business objectives.
Senior Product Manager (Wealth Management) Publicis Groupe SASenior Product Manager (Wealth Management)NY$128,000–$193,000 / yearOwn product vision and roadmap for Wealth Management platforms, including advisor workflows, client experiences, custodian integrations, and reporting • Act as the wealth domain SME, with strong understanding of advisor-led models, households/accounts, UMA/SMAs, alternatives, and compliance needs • Translate business priorities into clear epics, features, and user stories with strong acceptance criteria • Drive delivery using Agile / Scrum / SAFe, balancing speed, scale, and risk • Partner with engineering and data teams on APIs, data ingestion, reconciliation, and platform modernization • Identify and prioritize AI / GenAI use cases (advisor copilots, insights, automation) with focus on adoption and business impact • Communicate clearly with business and technology leaders, surface risks, dependencies, and trade-offs early. • 8+ years of experience in Wealth Management • Hands-on exposure to advisor platforms, CRM, portals, custodians and wealth reporting • Proven Product Manager / Product Owner experience on complex platforms • Strong working knowledge of Agile delivery • Technically fluent in APIs, data platforms, and cloud concepts (AWS preferred) • Practical exposure to GenAI / AI-enabled workflows in enterprise settings • Strong communication, structured thinking, and executive presence.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementNJp>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Wealth Relationship Manager -Manhattan Citigroup IncWealth Relationship Manager -ManhattanNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Farmingdale, NY Citigroup IncWealth Relationship Manager - SAFE ACT - Farmingdale, NYFarmingdale, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act - NYC Metro Citigroup IncWealth Relationship Manager SAFE Act - NYC MetroNew Hyde Park, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Westchester County Citigroup IncWealth Relationship Manager - SAFE ACT - Westchester CountyNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - New York Hub (Multilingual Skills Required) Citigroup IncWealth Relationship Manager - New York Hub (Multilingual Skills Required)NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firms 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Rego Park Citigroup IncWealth Relationship Manager - Rego ParkNY$88,400–$132,600 / yearAppropriately 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Queens/39th CitigroupWealth Relationship Manager - Queens/39thQueens, NY$88,400–$132,600 / yearEducation** : + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Financial Planning Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Long Island City New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $88,400.00 - $132,600.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. + Appropriately assess risk when business decisions are made, demonstrating 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.
Wealth Relationship Manager - Hewlett CitigroupWealth Relationship Manager - HewlettHewlett, NY$88,400–$132,600 / yearEducation** : + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Financial Planning Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Hewlett New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $88,400.00 - $132,600.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. + Appropriately assess risk when business decisions are made, demonstrating 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.
Wealth Relationship Manager - Court Square CitigroupWealth Relationship Manager - Court SquareQueens, NY$88,400–$132,600 / year
Wealth Relationship Manager - SAFE ACT - Long Island City Citigroup IncWealth Relationship Manager - SAFE ACT - Long Island CityNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Westbury, NY Citigroup IncWealth Relationship Manager - SAFE ACT - Westbury, NYWestbury, NY$88,400–$132,600 / yearli>Appropriately assess risk when business decisions are made, demonstrating 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Hewlett, NY Citigroup IncWealth Relationship Manager - SAFE ACT - Hewlett, NYHewlett, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Southern Westchester County Citigroup IncWealth Relationship Manager - SAFE ACT - Southern Westchester CountyNY$88,400–$132,600 / yearli>Appropriately assess risk when business decisions are made, demonstrating 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.