Sales Support, Wealth - New York

The Chief Operating Officer (COO) plays a key role in partnering with the Head of Wealth to run the day-to-day operation of the business. · ...

The securities licensed Wealth Relationship Officer provides sales support to registered securities representatives, · as well as an ability to enter trade orders on accounts.The role is not expected to provide securities recommendations to clients. · ...

As our Wealth Relationship Officer you will: · Provide high quality sales support to an individual or team of Wealth Relationship Managers · Reduce the time spent on process and administrative tasks by Wealth Relationship Managers to increase the team´s capacity to meet clients a ...

+ Lead Americas wealth servicing organization+ Shape and evolve regional wealth servicing model+ Partner on structuring launch ongoing support evergreen semi-liquid alternative investment vehicles+ Serve senior point contact private wealth platform partners overseeing onboarding ...

Wealth Management Associate: assist advisors with comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management. · Dynamic Wealth Manager to assist advisors. · Tax and est ...

A leading private wealth management firm seeks an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-net-worth clients. · ...

+Job summary · The Wealth Strategy Lead within Purchase Experience (PX) is responsible for ensuring that Wealth products... · +ResponsibilitiesServe as the primary wealth strategy subject-matter expert within PX · Translate enterprise and wealth business strategies into clear imp ...

+A leading global investment firm with approximately $504 billion in assets under management is seeking an Internal Sales Associate for their Global Wealth Solutions team. · ...

This is a unique client-facing role with a defined path to becoming a Wealth Advisor. · ...

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. · The U.S. Communications team supports the commercial outcomes of HSBC's businesses and strengthens the firm's reputation with key stakeholders. · Positioning HSBC ...

Lead the region's wealth investor servicing efforts from our New York office. · The individual will oversee the platform onboarding and servicing team and the advisor and relationship-manager servicing teams.Provide strategic input into the design, evolution, and execution of veh ...

Lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. · ...

The Chief Operating Officer plays a key role in partnering with the Head of Wealth to run the day-to-day operation of Citi's wealth business.This involves driving excellence across all platforms through effective business execution, budget and expense management, risk controls fo ...

This is a full-time role for a Wealth Management Advisor based in the New York City Metropolitan & Connecticut Area. The Wealth Management Advisor will provide personalized financial and retirement planning, deliver comprehensive investment strategies, and support clients in achi ...

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. · ...

The Chief Operating Officer plays a key role in partnering with the Head of Wealth to run the day-to-day operations of the business. · Drive excellence across all our Wealth business platforms through effective Business Execution in support of our client-facing and product busine ...

The COO plays the important role of partnering with the Head of Wealth to run the day-to-day operation of business driving excellence across all our Wealth platforms through effective Business Execution in support of client-facing businesses budget expense management Risk & Contr ...

iCapital is looking to hire several professionals to join the iCapital Solutions team focused on our existing Enterprise Wealth relationships. This position will play a central role in quarterbacking maintaining and deepening relationships within existing Enterprise Wealth client ...

Willow Wealth is looking for an investment professional to support the investment and monitoring of its rapidly growing portfolio of private markets funds. · Key Responsibilities,Source private markets fund opportunities · Perform comprehensive due diligence on investment manager ...

We are currently engaged by a rapidly expanding global management consultancy to the asset and wealth management industry. We are seeking a number of Management Consultants to join a firm that offers the world's top asset and wealth managers a competitive edge through unrivalled ...