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Wealth Manager in New York
Citi
Wealth Relationship Manager - Newark Ca
Client relationship managementFinancial planningInvestment solutions$88,400.00 - $132,600.00 py
Identify, build, and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
Newark, California, USOn-site+8y experienceJob Match ScoreCreate Profile
5 days agoPublix Serving (Civica)
Wealth Relationship Manager - Safe Act - Westbury, Ny
Client relationship managementFinancial planningHigh net worth clients$88,400.00 - $132,600.00 py
Responsible for building and deepening relationships with affluent and High Net Worth clients
Westbury, New York, USNot specifiedFull time+8y experienceJob Match ScoreCreate Profile11 days agoPublix Serving (Civica)
Wealth Relationship Manager - Safe Act - Hewlett, Ny
Client relationship managementFinancial planningHigh net worth clients$88,400.00 - $132,600.00 py
Responsible for building and deepening relationships with affluent and High Net Worth clients to gain incremental wallet share
Hewlett, New York, USNot specifiedFull time+8y experienceJob Match ScoreCreate Profile11 days agoPublix Serving (Civica)
Wealth Relationship Manager - Safe Act - Long Island City
Client relationship managementFinancial planningHigh net worth clients$88,400.00 - $132,600.00 py
Build and deepen relationships with affluent and high net worth clients to gain incremental wallet share
New York, USFull time+8y experienceJob Match ScoreCreate Profile11 days agoPublix Serving (Civica)
Wealth Relationship Manager - Safe Act - Farmingdale, Ny
Client relationship managementFinancial planningHigh net worth clients$88,400.00 - $132,600.00 py
Build and deepen relationships with affluent and High Net Worth clients to gain incremental wallet share
Farmingdale, New York, USNot specified (assumed to be in-person based on job responsibilities).Full time+8y experienceJob Match ScoreCreate Profile11 days agoCiti
Wealth Relationship Manager - Safe Act - Hewlett, Ny
5-8 years of professional experienceStrong analytical and financial skillsExcellent verbal and written communication$88,400.00 - $132,600.00 py
The role involves identifying, building, and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments
Hewlett, New York, USNot specifiedFull time+8y experienceJob Match ScoreCreate Profile16 days agoWork From Home With CiCi
Wealth Relationship Manager - Safe Act - Westbury, Ny
5-8 years of wealth management experienceStrong analytical and financial skillsExcellent verbal and written communication$88,400.00 - $132,600.00 py
The role involves identifying and deepening relationships with affluent and High Net Worth clients to gain incremental wallet share through financial planning
Westbury, New York, USFull time+8y experienceJob Match ScoreCreate Profile16 days agoBank of America
Private Bank Market Leader
Finra s7, s66 or s63/s65 licensesHigh net worth client managementTeam recruiting and coaching$210,000.00 - $307,200.00 annualized py
This role is responsible for leading a team focused on maintaining and growing the Bank's market share while serving as a bank ambassador to the business community
New York, NY, USFull timeJob Match ScoreCreate Profile16 days agoCiti
Wealth Relationship Manager - Safe Act - Long Island City
5-8 years of professional experienceStrong analytical and financial skillsExcellent verbal and written communication$88,400.00 - $132,600.00 py
The role involves identifying, building, and deepening relationships to gain incremental wallet share from the affluent and High Net Worth segments
New York, USFull time+8y experienceJob Match ScoreCreate Profile16 days agoBank of America
Private Bank Market Leader
Finra s7, s66 or s63 & s65 licensesPrivate banking sales leadership experienceHigh net worth client relationship management$210,000.00 - $307,200.00 annualized py
This role is responsible for leading a team focused on maintaining and growing the Bank's market share while serving as a bank ambassador to the business community
New York, NY, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoCiti
Wealth Relationship Manager - Safe Act - Long Island City
5-8 years of experience in wealth managementStrong analytical and financial skillsExcellent verbal and written communication$88,400.00 - $132,600.00 py
The role involves identifying, building, and deepening relationships to gain incremental wallet share from the affluent and High Net Worth segments
Long Island City, New York, USOn-site+8y experienceJob Match ScoreCreate Profile16 days agoCiti
Wealth Relationship Manager - Safe Act - Westbury, Ny
5-8 years of professional experienceStrong analytical and financial skillsExcellent verbal and written communication$88,400.00 - $132,600.00 py
The role involves identifying and building deep relationships to gain incremental wallet share from the affluent and High Net Worth segments
Westbury, New York, USOn-site+8y experienceJob Match ScoreCreate Profile16 days agoWells Fargo
Senior Premier Banker- Southern Westchester
4+ years customer service experience3+ years relationship buildingProactive client acquisition skills$37.00 - $65.50 ph
This role serves as the primary financial partner for affluent customers, delivering comprehensive multi-product guidance across life stages
Yonkers, NY, USFull time+4y experienceJob Match ScoreCreate Profile17 days agoWells Fargo
Senior Premier Banker Broadway & 66th Denovo
4+ years customer service experience3+ years relationship buildingProactive client acquisition skills$37.00 - $65.50 ph
This role serves as the primary financial partner for affluent customers, delivering tailored banking and credit strategies to strengthen relationships and drive balanced growth
New York, NY, USFull time+4y experienceJob Match ScoreCreate Profile19 days agoWells Fargo
Senior Premier Banker Bernardsville Centre
4+ years customer service experience3+ years relationship buildingProactive customer outreach skills$37.00 - $65.50 ph
This role serves as the primary financial partner for affluent customers, delivering tailored banking and credit strategies to strengthen relationships and drive balanced growth
Bernardsville, NJ, USNot specified (assumed to be hybrid based on banking roles).Full time+4y experienceJob Match ScoreCreate Profile19 days agoWells Fargo
Senior Lead Trust & Fiduciary Strategist (lo)
7+ years fiduciary advisory experienceHnw/uhnw client-facing capacityTrust and estate planning expertise$191,000.00 - $305,000.00 py
This role leads complex initiatives in trust and estate matters while driving business development within the NYC market
New York, NY, USFull time+7y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase
Asset Management - Mas Investment Specialist - Executive Director
7+ years serving institutional clientsExpertise in asset allocation strategiesMulti-asset portfolio construction skills~$160,000 – $414,115 py
WORKOPIA ESTIMATEThis role serves as a trusted advisor guiding investment strategy design and representing portfolio results to institutional clients
New York, NY, USOn-site+7y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
U.s. Private Banker - Investment Specialist - Vice President
Conduct investment reviews with clientsDevelop investment policy statementsClose sales of complex investment productsThe role involves helping bankers win new clients and deepen existing relationships through expert investment advice
New York, NY, USOn-siteJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
Wealth Management, Senior Alternatives Investment Specialist, Executive Director
8+ years investment sales experienceHands-on alternative product knowledgeHedge funds and private equity expertiseThe role involves working closely with Investment Advisors and Bankers to launch new products and advise on alternative investment opportunities
New York, NY, USOn-site+8y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
Wealth Management Solutions, Trust & Estates - Estate Officer, Vice President
7+ years trust and estates experienceIn-depth knowledge of fiduciary productsExpertise in estate and income taxation~$160,000 – $414,115 py
WORKOPIA ESTIMATEThe role involves overseeing the administration of estates and terminating includable trusts while analyzing Wills and trust documents for legal and tax issues
New York, NY, USOn-site+7y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
Asset Management - Mas Investment Specialist - Executive Director
7+ years serving institutional clientsExpertise in asset allocation strategiesMulti-asset portfolio construction skills~$160,000 – $414,115 py
WORKOPIA ESTIMATEThis role serves as a trusted advisor to institutional clients, guiding their investment strategy design and representing portfolio results
New York, NY, USOn-site+7y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
J.p. Morgan Wealth Management – Market Director Of Wealth - Staten Island, Ny
5 years advisor management experienceFinra series 7 license requiredFinra series 66 license requiredThe role involves leading a team of Financial Advisors to deliver exceptional customer experiences and build deep client relationships
Staten Island, NY, USOn-site+5y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase
U.s. Private Banker - Investment Specialist - Vice President
Conduct investment reviews with clientsDevelop investment policy statementsClose sales of complex investment productsThe role involves helping the Banker win new clients and deepen existing relationships through expert investment advisement
New York, NY, USOn-siteJob Match ScoreCreate Profile19 days agoJPMorgan Chase
Wealth Management, Senior Alternatives Investment Specialist, Executive Director
8+ years investment sales experienceHedge funds and private equity knowledgeClient portfolio analysis skills~$160,000 – $414,115 py
WORKOPIA ESTIMATEThe role involves working closely with Investment Advisors and Bankers to launch new alternative investment products
New York, NY, USOn-site+8y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase
Wealth Management Solutions, Trust & Estates - Estate Officer, Vice President
In-depth knowledge of fiduciary productsMinimum 7 years trust and estates experienceComprehensive trust and estate law knowledge~$160,000 – $414,115 py
WORKOPIA ESTIMATEThe role involves overseeing the administration of estates and terminating includable trusts while analyzing legal and tax documents
New York, NY, USOn-site+7y experienceJob Match ScoreCreate Profile19 days ago
WORKOPIA ESTIMATE is shown when an employer doesn't disclose pay. It's the typical range (25th–75th percentile) of disclosed salaries for the same role in the same city, adjusted for seniority and refreshed daily — an estimate, not the employer's figure.
