Senior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships..
NewHead of Wealth Management Compliance City National Bank City National BankHead of Wealth Management Compliance City National BankNew York, NYRemote$200,000–$340,000 / yearli>Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9.
Private Wealth Compensation Analyst Vaco LLCPrivate Wealth Compensation AnalystNew York, NY$80,000–$100,000p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Canadian residents may access our policies in English here and in French here.
Tax Manager JobotTax ManagerGreat Neck, NY$100,000–$140,000 / yearFounded nearly a decade ago and based in Great Neck, with clients across the United States, we are a fast-growing B2B tax and accounting firm dedicated to helping entrepreneurs dramatically reduce tax liability while building long-term wealth. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Senior Project Manager - Change Management Vaco LLCSenior Project Manager - Change ManagementNew York, NY$110–$160li>Canadian residents may access our policies in English here and in French here. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
Tax Technical Expert - Manager, Director, Partner JobotTax Technical Expert - Manager, Director, PartnerWoodbury, NY$190,000–$400,000 / yearLead sophisticated tax planning and advisory work across a diverse client base that includes multinational entities, financial services firms, private investment funds, and ultra-high-net-worth individuals. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Sr. Tax Manager JobotSr. Tax ManagerNew York, NY$160,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team specializes in complex tax strategies tied to equity compensation, liquidity events, and high-growth environments, delivering white-glove service and strategic insight beyond traditional compliance.
Tax Manager Vaco LLCTax ManagerGreat Neck, NY$150,000–$180,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Strategic Advisory: Lead and implement tax-efficient strategies for new investment structures, acquisitions, and joint ventures across various asset classes (e.g., real estate, financial services, manufacturing).
Senior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Controller Vaco LLCControllerNew York, NY$185,000–$200,000This individual will play a critical role in maintaining accurate books, ensuring timely reporting, supporting investment operations, and strengthening internal processes across multiple entities, including partnerships, separately managed accounts, and private investment vehicles. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
Head of North American Solutions Sales ECLAROHead of North American Solutions SalesNew York, NYstrong>Responsibilities: As the Head of North America Solutions Sales, you will be responsible for:Championing growth of existing client relationships, collaborating closely with Commercial Bankers and leadership across Onboarding, Product, Services, and Marketing to drive new profitable business aligned with strategy. The Services organization provides Commercial Banking clients with access to global reach and deep transactional banking expertise, delivering insights, guidance, and solutions for both domestic and international growth.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYli>Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
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.
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).
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.
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.
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.
Business Development Manager - NYC Wealth Center | Midtown North Morgan StanleyBusiness Development Manager - NYC Wealth Center | Midtown NorthNY$110,000–$185,000 / yearKey Responsibilities: • Working knowledge of the Firm's entire suite of products and tools • Ability to accurately and effectively position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner • Deeper specific knowledge of platforms / tools supporting the key National initiatives and the specific Regional priorities • Ability to develop strategic and tactical business plans to drive positive results • Ability to continuously grow and develop Financial Advisors practices through training, education, and one on one conversation • Effectively engage with Product Partners across the Firm to ensure your Financial Advisors have the proper training and knowledge of both existing and new tools and resources • Delivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methods • Desk-to-desk rollout of key initiatives • Deep dive book reviews and segmentation • Tactical campaigns • Procurement and facilitation of outside resources. As 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.
Asset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, Associate The Goldman Sachs Group IncAsset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, AssociateNY$100,000–$170,000 / yearQualifications Bachelors degree and 3+ years of practical experience in portfolio management activities Working knowledge of ETF products and ETF ecosystem recommended but not necessary Experience in programming languages (Python) is a plus Strong organizational and analytical skills, and attention to detail Ability to work in a fast-paced and dynamic environment Strong communication skills ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Role Overview The ETF Portfolio Management Team within WIS is responsible for the oversight and management of ETF portfolios, including portfolio rebalancing, cash management, risk management and other day-to-day portfolio-related activities.
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.
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.
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.
Citi Wealth - Wealth Relationship Manager SAFE Act - Bronx Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - BronxNY$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.
Citi Wealth - Wealth Relationship Manager SAFE Act - North Jersey Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - North JerseyParamus, NJ$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.
Citi Wealth - Wealth Relationship Manager SAFE Act - Brooklyn Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - BrooklynNY$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.
Citi Wealth - Wealth Relationship Manager SAFE Act - Manhattan Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - ManhattanNew York, NY$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.
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.
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.
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.
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.
NewAsset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, Analyst - New York The Goldman Sachs Group IncAsset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, Analyst - New YorkNew York, NY$90,000–$125,000 / yearWIS digital product managers mobilize cross-functional teams throughout the division to build digital capabilities for advisors across client channels and work closely with investment teams, salespeople, client servicing teams, operations, divisional product managers, UX designers, designers, tax, compliance, and legal. Become a subject matter expert on the end-to-end client experience relevant to your specific pillar coverage; Stay up to date on day-to-day processes across various teams that touch the client experience, including portfolio management teams, client portfolio management teams, sales teams, operations teams, and user interviews.
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.
Private Wealth Client Service Manager Citizens Financial Group IncPrivate Wealth Client Service ManagerNY$110,000–$135,000 / yearHire, train, manage and lead a highly effective Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients (hiring, terminations, performance management, career development, mid/year-end reviews, etc.). As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues.
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.
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.
JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine JPMorgan Chase & CoJPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning EngineNJli>Define product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.
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 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.
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.
Wealth Relationship Manager - Queens/39th Citigroup IncWealth Relationship Manager - Queens/39thLong Island City, 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 - Court Square Citigroup IncWealth Relationship Manager - Court SquareNew York, 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 -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 - 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 - 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 - 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.